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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
Spire Wealth Management
Virginia
$862K -$57.1K -86 -6%
SI
602
Stephens Inc
Arkansas
$854K +$30.6K +46 +3%
IVP
603
Intrinsic Value Partners
Arizona
$847K -$19.9K -30 -2%
RWP
604
RWA Wealth Partners
Massachusetts
$841K +$949K +1,429 New
BC
605
Burney Company
Virginia
$837K +$370K +557 +64%
SM
606
STF Management
Texas
$831K +$573K +862 +157%
BSAM
607
Blue Square Asset Management
New York
$827K +$24.6K +37 +3%
CFG
608
Cooper Financial Group
California
$827K +$77.7K +117 +9%
SFI
609
Siemens Fonds Invest
Germany
$826K -$436K -657 -32%
BCA
610
Bray Capital Advisors
Florida
$824K +$929K +1,399 New
PA
611
Prossimo Advisors
California
$823K -$16.6K -25 -2%
BF
612
BOK Financial
Oklahoma
$823K +$37.2K +56 +4%
AWM
613
Axxcess Wealth Management
California
$815K -$111K -167 -11%
SGA
614
Strategic Global Advisors
California
$813K +$48.5K +73 +6%
KeyBank National Association
615
KeyBank National Association
Ohio
$812K -$31.9K -48 -3%
WCA
616
Westover Capital Advisors
Delaware
$811K -$38.5K -58 -4%
DWM
617
Dakota Wealth Management
Florida
$799K -$807K -1,215 -47%
BONST
618
Bank of Nova Scotia Trust
Ontario, Canada
$798K +$13.9K +21 +2%
EAM
619
Eagle Asset Management
Florida
$795K -$20.6K -31 -2%
PIA
620
Pinion Investment Advisors
Kansas
$790K -$48.5K -73 -5%
CPIG
621
Chicago Partners Investment Group
Illinois
$790K +$70.4K +106 +9%
HFM
622
Harvest Fund Management
China
$778K -$28.6K -43 -3%
SC
623
Syon Capital
California
$773K +$872K +1,313 New
WJWM
624
Williams Jones Wealth Management
New York
$764K -$21.3K -32 -2%
WOC
625
West Oak Capital
California
$761K