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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
601
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$399K
AWM
602
Accurate Wealth Management
Florida
$399K +$83.2K +2,499 +28%
CB
603
Cadence Bank
Mississippi
$398K
FA
604
FDx Advisors
Illinois
$395K -$41.8K -1,256 -10%
Prudential Financial
605
Prudential Financial
New Jersey
$394K -$68.3K -2,054 -15%
CCM
606
Chiron Capital Management
Florida
$394K -$3.33K -100 -0.9%
LGA
607
Lebenthal Global Advisors
New York
$393K -$92.4K -2,778 -20%
EWA
608
Encompass Wealth Advisors
Oregon
$393K +$266 +8 +0.1%
WC
609
Woodstock Corp
Massachusetts
$391K -$74.9K -2,250 -17%
CWS
610
Confluence Wealth Services
Pennsylvania
$389K +$33.2K +998 +10%
VFPI
611
Vantage Financial Partners (Illinois)
Illinois
$388K -$9.98K -300 -3%
PL
612
Plancorp LLC
Missouri
$388K +$7.19K +216 +2%
LSAG
613
Lake Street Advisors Group
New Hampshire
$388K +$5.22K +157 +1%
PCA
614
Peddock Capital Advisors
Massachusetts
$386K
BWM
615
Bulltick Wealth Management
Florida
$385K -$40.9K -1,230 -10%
AFG
616
Alterity Financial Group
Maine
$384K
ACI
617
Alpha Cubed Investments
California
$384K -$44K -1,321 -11%
CD
618
Chapin Davis
Maryland
$383K +$364K +10,953 New
HA
619
Herold Advisors
New York
$382K +$233 +7 +0.1%
CA
620
Clearstead Advisors
Ohio
$381K +$10.5K +317 +3%
DWM
621
Dorchester Wealth Management
Quebec, Canada
$380K -$64.9K -1,950 -15%
AA
622
Ancora Advisors
Ohio
$378K -$71.7K -2,155 -17%
BWP
623
BSW Wealth Partners
Colorado
$378K
AMG
624
Advisors Management Group
Wisconsin
$378K +$898 +27 +0.2%
SRC
625
Sage Rhino Capital
California
$375K +$4.99K +150 +1%