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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
676
Capital Wealth Planning
Florida
$1.48M -$771K -1,073 -33%
CIC
677
Carnegie Investment Counsel
Ohio
$1.48M +$623K +868 +69%
PA
678
Pinnacle Associates
New York
$1.47M -$920K -1,281 -38%
FTA
679
Financial & Tax Architects
Missouri
$1.47M +$494K +688 +48%
NL
680
NWAM LLC
Washington
$1.46M -$31.6K -44 -2%
RWB
681
RMR Wealth Builders
New Jersey
$1.46M
PCM
682
Prelude Capital Management
New York
$1.45M
SFG
683
SevenBridge Financial Group
Pennsylvania
$1.45M -$45.2K -63 -3%
Nuveen
684
Nuveen
North Carolina
$1.44M -$268K -373 -15%
PFS
685
Prospera Financial Services
Texas
$1.44M +$214K +298 +17%
PIM
686
Penobscot Investment Management
Massachusetts
$1.42M -$263K -366 -15%
WA
687
Wealth Alliance
New York
$1.42M -$149K -208 -9%
TFCM
688
Taylor Frigon Capital Management
Arizona
$1.42M -$5.75K -8 -0.4%
TFA
689
Teamwork Financial Advisors
Texas
$1.42M +$1.47M +2,043 New
LC
690
Lindbrook Capital
California
$1.42M +$115K +160 +8%
DA
691
Dover Advisors
Virginia
$1.41M +$999K +1,391 +217%
IC
692
Iconiq Capital
California
$1.41M -$53.7M -74,751 -97%
LFAS
693
Level Four Advisory Services
Texas
$1.4M -$1.44K -2 -0.1%
LB
694
Legacy Bridge
Iowa
$1.38M
GI
695
GAMMA Investing
California
$1.38M +$55.3K +77 +4%
GWM
696
Gibbs Wealth Management
Georgia
$1.37M +$350K +487 +33%
IWA
697
Icon Wealth Advisors
Texas
$1.37M +$264K +368 +23%
GCP
698
GSA Capital Partners
United Kingdom
$1.37M +$156K +217 +12%
PPWP
699
Premier Path Wealth Partners
New Jersey
$1.36M +$1.41M +1,969 New
WAM
700
Werlinich Asset Management
Connecticut
$1.36M +$1.41M +1,960 New