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Name Holding Trade Value Shares
Change
Change in
Stake
SWMP
626
Signature Wealth Management Partners
New Jersey
$587K +$270K +1,000 +91%
MPPW
627
Mitchell & Pahl Private Wealth
Oklahoma
$584K -$1.62K -6 -0.3%
OWM
628
OneAscent Wealth Management
Alabama
$581K -$549K -2,037 -50%
AIC
629
Ameritas Investment Company
Nebraska
$577K +$556K +2,062 New
OWP
630
Obermeyer Wealth Partners
Colorado
$567K +$547K +2,028 New
PA
631
Parallel Advisors
California
$552K -$4.85K -18 -0.9%
BTWM
632
Baker Tilly Wealth Management
Wisconsin
$551K +$52K +193 +11%
FHB
633
First Hawaiian Bank
Hawaii
$546K +$13.5K +50 +3%
AWM
634
Absher Wealth Management
North Carolina
$544K +$93.3K +346 +22%
AC
635
Avestar Capital
New York
$534K +$38.8K +144 +8%
Westfield Capital Management
636
Westfield Capital Management
Massachusetts
$519K +$11.9K +44 +2%
CIBC Private Wealth Group
637
CIBC Private Wealth Group
Georgia
$514K +$15.4K +57 +3%
BAM
638
Beaumont Asset Management
Texas
$513K +$5.66K +21 +1%
PP
639
Paloma Partners
Connecticut
$512K +$494K +1,830 New
JCM
640
Jacobi Capital Management
Pennsylvania
$511K
PF
641
Phoenix Financial
Israel
$510K +$140K +519 +39%
BB
642
Busey Bank
Illinois
$509K +$26.2K +97 +6%
HSA
643
HBK Sorce Advisory
Pennsylvania
$506K -$28.3K -105 -5%
HFG
644
Heron Financial Group
New York
$506K
ACG
645
Allen Capital Group
Nebraska
$504K +$107K +395 +28%
TI
646
Tidal Investments
Wisconsin
$502K +$141K +524 +41%
CAN
647
Cetera Advisor Networks
California
$500K +$18.3K +68 +4%
BFM
648
Boothbay Fund Management
New York
$498K -$189K -700 -28%
BS
649
Banco Santander
Spain
$496K +$478K +1,772 New
ICP
650
Interchange Capital Partners
Pennsylvania
$495K +$25.6K +95 +10%