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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
601
Focused Wealth Management
New York
$736K +$608K +8,303 +445%
HRC
602
Hoertkorn Richard Charles
$734K -$20.1K -275 -3%
Carson Wealth (CWM LLC)
603
Carson Wealth (CWM LLC)
Nebraska
$734K +$137K +1,869 +23%
III
604
Independent Investors Inc
New York
$731K
LNC
605
Lincoln National Corp
Pennsylvania
$729K -$2.64K -36 -0.4%
CIM
606
Caldwell Investment Management
Ontario, Canada
$723K
BTI
607
Blue Trust Inc
Georgia
$718K -$58.5K -799 -7%
Calamos Advisors
608
Calamos Advisors
Illinois
$718K
CFG
609
Cooper Financial Group
California
$715K +$724K +9,885 New
AAM
610
Auxier Asset Management
Oregon
$708K -$28.2K -385 -4%
B
611
Birchbrook
Maine
$707K -$1.1K -15 -0.2%
LOIM
612
Liberty One Investment Management
Illinois
$706K +$166K +2,265 +30%
IFG
613
Independent Financial Group
California
$700K +$117K +1,603 +20%
Kovitz Investment Group Partners
614
Kovitz Investment Group Partners
Illinois
$692K +$159K +2,164 +29%
CWM
615
Cedar Wealth Management
California
$692K +$694K +9,472 +10,524%
WA
616
Wealth Alliance
New York
$688K +$47.1K +643 +7%
PAA
617
Peregrine Asset Advisers
Oregon
$662K +$349K +4,759 +108%
SPFA
618
Summit Place Financial Advisors
New Jersey
$658K -$884K -12,060 -57%
BPA
619
Beacon Pointe Advisors
California
$657K +$115K +1,572 +21%
QCM
620
Quantinno Capital Management
New York
$654K +$454K +6,200 +218%
Ensign Peak Advisors
621
Ensign Peak Advisors
Utah
$652K +$9.82K +134 +2%
LCM
622
Landscape Capital Management
New Jersey
$649K
GIA
623
Gladstone Institutional Advisory
Florida
$646K +$213K +2,913 +48%
SWP
624
Stratos Wealth Partners
Ohio
$646K -$29.4K -401 -4%
TSMHT
625
Thurston Springer Miller Herd & Titak
Indiana
$644K +$652K +8,895 New