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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
AE Wealth Management
Kansas
$353K -$6.5K -34 -2%
PI
652
PFG Investments
New York
$353K +$12.4K +65 +4%
MWM
653
Modern Wealth Management
Kansas
$351K +$18.4K +96 +6%
TAM
654
Trust Asset Management
Texas
$349K – – –
JIC
655
Joel Isaacson & Co
New York
$349K – – –
WANY
656
Wealthspire Advisors (New York)
New York
$347K +$76.1K +398 +33%
TCWA
657
Turtle Creek Wealth Advisors
Texas
$345K +$10.1K +53 +3%
OWA
658
One Wealth Advisors
California
$345K -$10.7K -56 -3%
MG
659
Mather Group
Illinois
$343K +$10.3K +54 +4%
KWA
660
Kingswood Wealth Advisors
California
$337K +$15.3K +80 +5%
FAM
661
Fulcrum Asset Management
United Kingdom
$335K +$296K +1,546 New
A
662
Allianz
Germany
$335K +$297K +1,550 New
DWT
663
Dorsey & Whitney Trust
South Dakota
$335K +$574 +3 +0.2%
PAG
664
Poinciana Advisors Group
Florida
$333K – – –
AFT
665
Alpha Family Trust
California
$333K – – –
VCM
666
Versant Capital Management
Arizona
$333K +$39.8K +208 +16%
BAM
667
Berkshire Asset Management
Pennsylvania
$331K – – –
UB
668
UMB Bank
Missouri
$329K -$45.5K -238 -14%
BCM
669
Boltwood Capital Management
California
$322K +$41.1K +215 +17%
DOA
670
D'Orazio & Associates
Virginia
$320K -$56.6K -296 -17%
MA
671
MONECO Advisors
Connecticut
$320K +$8.42K +44 +3%
IA
672
IFP Advisors
Florida
$320K +$62.7K +328 +28%
AFG
673
Allegheny Financial Group
Pennsylvania
$318K +$4.21K +22 +2%
SS
674
SBI Securities
Japan
$318K -$16.1K -84 -5%
NP
675
NorthRock Partners
Minnesota
$317K +$2.87K +15 +1%