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Name Holding Trade Value Shares
Change
Change in
Stake
UWM
651
Udine Wealth Management
Florida
$2M +$1.78M +11,315 New
JCM
652
Jacobi Capital Management
Pennsylvania
$2M -$171K -1,090 -9%
SCM
653
Sandler Capital Management
New York
$1.98M +$1.75M +11,161 New
EWM
654
Empirical Wealth Management
Washington
$1.97M +$8.47K +54 +0.5%
AQR Capital Management
655
AQR Capital Management
Connecticut
$1.97M +$652K +4,153 +60%
FPAS
656
Focus Partners Advisor Solutions
Missouri
$1.96M -$571K -3,638 -25%
S
657
SignatureFD
Georgia
$1.96M +$328K +2,091 +23%
SIM
658
Sterling Investment Management
Arizona
$1.95M +$455K +2,899 +36%
MSA
659
MUFG Securities Americas
New York
$1.95M +$1.73M +11,035 New
PL
660
Plancorp LLC
Missouri
$1.95M -$11.1K -71 -0.6%
LFA
661
Legacy Financial Advisors
Kentucky
$1.94M +$394K +2,513 +30%
KCM
662
Kerusso Capital Management
North Carolina
$1.94M +$3.92K +25 +0.2%
ECM
663
Estabrook Capital Management
New York
$1.93M -$247K -1,571 -13%
BTWM
664
Baker Tilly Wealth Management
Wisconsin
$1.93M -$56.5K -360 -3%
PGWM
665
Pitti Group Wealth Management
New York
$1.92M +$489K +3,113 +40%
MW
666
Marcum Wealth
Ohio
$1.91M -$6.12K -39 -0.4%
FGC
667
Financial Gravity Companies
Texas
$1.91M +$1.69M +10,794 New
CIA
668
Cohen Investment Advisors
New Hampshire
$1.88M -$145K -925 -8%
FMII
669
Farmers & Merchants Investments Inc
Nebraska
$1.88M +$9.26K +59 +0.6%
BCM
670
Brookstone Capital Management
Illinois
$1.87M -$31.5K -201 -2%
PPWP
671
Premier Path Wealth Partners
New Jersey
$1.86M +$144K +918 +10%
HFM
672
Hartford Financial Management
Connecticut
$1.86M +$67.2K +428 +4%
SWM
673
Spire Wealth Management
Virginia
$1.84M -$107K -681 -6%
NRS
674
Neville Rodie & Shaw
New York
$1.84M -$11K -70 -0.7%
RP
675
Rowlandmiller & Partners
Georgia
$1.84M +$162K +1,030 +11%