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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
626
Intercontinental Wealth Advisors
Texas
$599K +$85.2K +316 +17%
JMFC
627
J.M. Forbes & Co
Massachusetts
$593K -$2.7K -10 -0.5%
JIC
628
Johnson Investment Counsel
Ohio
$590K -$318K -1,178 -36%
BWM
629
Baystate Wealth Management
Massachusetts
$588K – – –
SWMP
630
Signature Wealth Management Partners
New Jersey
$587K +$270K +1,000 +91%
MPPW
631
Mitchell & Pahl Private Wealth
Oklahoma
$584K -$1.62K -6 -0.3%
OWM
632
OneAscent Wealth Management
Alabama
$581K -$549K -2,037 -50%
AIC
633
Ameritas Investment Company
Nebraska
$577K +$556K +2,062 New
OWP
634
Obermeyer Wealth Partners
Colorado
$567K +$547K +2,028 New
PA
635
Parallel Advisors
California
$552K -$4.85K -18 -0.9%
BTWM
636
Baker Tilly Wealth Management
Wisconsin
$551K +$52K +193 +11%
FHB
637
First Hawaiian Bank
Hawaii
$546K +$13.5K +50 +3%
AWM
638
Absher Wealth Management
North Carolina
$544K +$93.3K +346 +22%
AC
639
Avestar Capital
New York
$534K +$38.8K +144 +8%
Westfield Capital Management
640
Westfield Capital Management
Massachusetts
$519K +$11.9K +44 +2%
CIBC Private Wealth Group
641
CIBC Private Wealth Group
Georgia
$514K +$15.4K +57 +3%
BAM
642
Beaumont Asset Management
Texas
$513K +$5.66K +21 +1%
PP
643
Paloma Partners
Connecticut
$512K +$494K +1,830 New
JCM
644
Jacobi Capital Management
Pennsylvania
$511K – – –
PF
645
Phoenix Financial
Israel
$510K +$140K +519 +39%
BB
646
Busey Bank
Illinois
$509K +$26.2K +97 +6%
HSA
647
HBK Sorce Advisory
Pennsylvania
$506K -$28.3K -105 -5%
HFG
648
Heron Financial Group
New York
$506K – – –
ACG
649
Allen Capital Group
Nebraska
$504K +$107K +395 +28%
TI
650
Tidal Investments
Wisconsin
$502K +$141K +524 +41%