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Name Holding Trade Value Shares
Change
Change in
Stake
NWP
1151
Northstar Wealth Partners
Connecticut
$316K +$419 +4 +0.1%
CCMD
1152
Cypress Capital Management (Delaware)
Delaware
$315K – – –
TSWM
1153
Triangle Securities Wealth Management
North Carolina
$315K – – –
ATFA
1154
All Terrain Financial Advisors
Minnesota
$311K – – –
WPW
1155
Waldron Private Wealth
Pennsylvania
$311K +$122K +1,167 +56%
OIA
1156
OneDigital Investment Advisors
Kansas
$310K +$275K +2,624 +417%
WWM
1157
Windsor Wealth Management
Indiana
$309K +$31.5K +301 +10%
GAM
1158
Gemmer Asset Management
California
$308K +$264K +2,523 +356%
SBWM
1159
Sunflower Bank Wealth Management
Arizona
$304K – – –
GW
1160
GW & Wade
Massachusetts
$304K +$314 +3 +0.1%
TFS
1161
Thoroughbred Financial Services
Tennessee
$301K +$331K +3,161 New
VAG
1162
VisionPoint Advisory Group
Texas
$299K +$328K +3,137 New
APW
1163
Acima Private Wealth
Virginia
$299K +$328K +3,138 New
HPC
1164
Hobart Private Capital
North Carolina
$298K +$44.4K +424 +16%
FNBOH
1165
First National Bank of Hutchinson
Kansas
$298K – – –
FCBT
1166
First Citizens Bank & Trust
North Carolina
$297K +$2.41K +23 +0.7%
Cetera Investment Advisers
1167
Cetera Investment Advisers
Illinois
$297K +$322K +3,074 New
BWA
1168
Burt Wealth Advisors
Maryland
$296K – – –
SIC
1169
Salem Investment Counselors
North Carolina
$295K -$1.26K -12 -0.4%
AB
1170
Atlas Brown
Kentucky
$295K – – –
LA
1171
LVW Advisors
New York
$294K +$13K +124 +4%
RWM
1172
Raffa Wealth Management
District of Columbia
$293K -$194K -1,858 -38%
CAM
1173
Cypress Asset Management
Texas
$291K -$13.1K -125 -4%
NAMP
1174
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$291K – – –
RIM
1175
Reliant Investment Management
Tennessee
$291K – – –