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Name Holding Trade Value Shares
Change
Change in
Stake
FPS
1176
Fieldpoint Private Securities
Connecticut
$1.01M +$8.33K +30 +0.7%
SSWM
1177
Sheets Smith Wealth Management
North Carolina
$998K -$209K -751 -15%
SWA
1178
Stratos Wealth Advisors
Ohio
$997K +$513K +1,848 +76%
BOM
1179
Bank of Marin
California
$993K +$267K +961 +29%
SFO
1180
Stokes Family Office
Louisiana
$992K -$218K -786 -16%
MC
1181
Moors & Cabot
Massachusetts
$982K -$463K -1,668 -28%
YWP
1182
YorkBridge Wealth Partners
New York
$981K +$626K +2,254 +115%
V
1183
Veritable
Delaware
$980K -$1.07M -3,854 -48%
SWM
1184
Segment Wealth Management
Texas
$974K +$44.7K +161 +4%
DS
1185
DRW Securities
Illinois
$969K +$1.16M +4,162 New
PP
1186
Professional Planning
California
$968K +$1.15M +4,159 New
FG
1187
Foster Group
Iowa
$968K +$1.21M +4,355 New
GRP
1188
Global Retirement Partners
California
$967K +$12.8K +46 +1%
CFO
1189
CVA Family Office
Colorado
$959K +$1.12M +4,020 +4,020%
WC
1190
Wexford Capital
Florida
$954K
MPCG
1191
Matrix Private Capital Group
New York
$940K +$481K +1,732 +75%
WC
1192
Woodstock Corp
Massachusetts
$937K
MSAM
1193
Moloney Securities Asset Management
Missouri
$936K +$411K +1,482 +58%
KFGK
1194
Keystone Financial Group (Kentucky)
Kentucky
$931K -$7.5K -27 -0.7%
PR
1195
Payden & Rygel
California
$931K +$250K +900 +29%
FFG
1196
Frisch Financial Group
New York
$928K +$35K +126 +3%
AIM
1197
ARGA Investment Management
Connecticut
$927K +$352K +1,269 +47%
ANRIA
1198
American National Registered Investment Advisor
Texas
$924K
BSI
1199
Bennett Selby Investments
Maine
$922K +$1.1M +3,960 New
PWPS
1200
Pinnacle Wealth Planning Services
Ohio
$916K -$61.4K -221 -5%