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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1201
JGP Wealth Management
Oregon
$931K +$2.74K +2 +0.3%
IIWM
1202
Investment Insight Wealth Management
New York
$931K +$5.48K +4 +0.6%
SVWAG
1203
Sound View Wealth Advisors Group
Georgia
$930K -$48K -35 -5%
HCMT
1204
Highland Capital Management (Tennessee)
Tennessee
$930K +$5.48K +4 +0.6%
AWA
1205
Acumen Wealth Advisors
Tennessee
$929K -$3.3M -2,410 -77%
RWMG
1206
Redwood Wealth Management Group
New Jersey
$929K
TW
1207
Traveka Wealth
California
$925K +$38.4K +28 +4%
CWM
1208
Cooke Wealth Management
California
$925K
HA
1209
Harbor Advisors
Florida
$925K
FH
1210
FWG Holdings
Florida
$922K +$423K +309 +78%
MIM
1211
Martin Investment Management
Florida
$922K -$188K -137 -16%
NP
1212
NorthRock Partners
Minnesota
$920K +$227K +166 +31%
BMC
1213
Benin Management Corp
Connecticut
$917K -$1.58M -1,151 -62%
ISL
1214
Ingalls & Snyder LLC
New York
$914K +$91.8K +67 +11%
JSL
1215
JT Stratford LLC
Georgia
$913K +$61.7K +45 +7%
QP
1216
Quilter Plc
United Kingdom
$911K +$630K +460 +200%
IRP
1217
Investment Research Partners
Pennsylvania
$910K +$38.4K +28 +4%
Members Trust
1218
Members Trust
Florida
$909K +$16.4K +12 +2%
CWM
1219
Challenger Wealth Management
California
$901K -$41.1K -30 -4%
IAAG
1220
Innovative Asset Advisors Group
Connecticut
$898K +$932K +680 New
ZIM
1221
Zacks Investment Management
Illinois
$897K +$330K +241 +55%
DP
1222
Dearborn Partners
Illinois
$897K +$1.37K +1 +0.1%
FEM
1223
Fulcrum Equity Management
Texas
$893K +$58.9K +43 +7%
MBWA
1224
Marin Bay Wealth Advisors
California
$892K -$64.4K -47 -7%
TCM
1225
Traynor Capital Management
Pennsylvania
$886K +$144K +105 +17%