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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
976
SOA Wealth Advisors
New York
$74.7K -$76.7K -812 -48%
EAM
977
Empirical Asset Management
Massachusetts
$74.4K +$4.77M +50,485 New
T
978
Tidemark
California
$71.8K +$94 +1 +0.1%
Bessemer Group
979
Bessemer Group
New Jersey
$70K -$452K -4,785 -85%
W
980
WealthCollab
Washington
$66K
WT
981
Whittier Trust
California
$63.3K
AWM
982
Activest Wealth Management
Florida
$63.2K -$12.6K -133 -15%
JWA
983
JFS Wealth Advisors
Pennsylvania
$61.6K +$19.5K +206 +40%
GSWM
984
Golden State Wealth Management
California
$60.4K +$67.3K +712 New
Kayne Anderson Rudnick Investment Management
985
Kayne Anderson Rudnick Investment Management
California
$60.1K -$40.7K -431 -38%
MWA
986
Medallion Wealth Advisors
Connecticut
$60K +$50.5K +535 New
NFSG
987
Newbridge Financial Services Group
Florida
$59.2K -$340K -3,600 -84%
GWSA
988
Global Wealth Strategies & Associates
Colorado
$57.5K
SSB
989
Sandy Spring Bank
Maryland
$57.4K -$2.93K -31 -4%
HWM
990
HighMark Wealth Management
Minnesota
$56K -$100K -1,063 -62%
BSC
991
Brown Shipley & Co
United Kingdom
$55.3K +$45.3K +480 +279%
KG
992
Kieckhefer Group
Wisconsin
$55.3K +$61.6K +652 New
VFM
993
Vision Financial Markets
Connecticut
$55.1K +$61.4K +650 New
RPA
994
Redwood Park Advisors
California
$52.4K +$58.4K +618 New
PCFFS
995
Pacific Center for Financial Services
California
$51.8K
MFT
996
Moisand Fitzgerald Tamayo
Florida
$51.7K -$2.17K -23 -4%
ACA
997
Atlas Capital Advisors
Wyoming
$51.6K
MCM
998
Manchester Capital Management
Vermont
$48.8K
AP
999
Advisors Preferred
Maryland
$46.7K -$37.6K -398 -42%
SIS
1000
Strategic Investment Solutions
Illinois
$45.7K +$18.9K +200 +59%