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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1301
Cornerstone Advisory
Maryland
$371K +$114K +415 +48%
ICP
1302
Interchange Capital Partners
Pennsylvania
$370K -$274 -1 -0.1%
SA
1303
Strategic Advisors
New York
$369K +$14.5K +53 +4%
KAS
1304
KPP Advisory Services
Kentucky
$367K -$10.7K -39 -3%
PCWA
1305
Pacific Capital Wealth Advisors
California
$366K -$9.32K -34 -3%
APG
1306
Abacus Planning Group
South Carolina
$365K +$18.9K +69 +6%
AIFAIM
1307
American Institute for Advanced Investment Management
Arizona
$365K +$359K +1,310 New
Empower Advisory Group
1308
Empower Advisory Group
Colorado
$365K -$1.1K -4 -0.3%
SIA
1309
Soltis Investment Advisors
Utah
$364K +$44.7K +163 +15%
AP
1310
Appleton Partners
Massachusetts
$364K -$4.11K -15 -1%
BCM
1311
Brookstone Capital Management
Illinois
$364K +$69.1K +252 +25%
BAWM
1312
Bennett Associates Wealth Management
Pennsylvania
$363K +$345K +1,258 New
HSA
1313
HBK Sorce Advisory
Pennsylvania
$362K +$9.32K +34 +3%
WC
1314
Wynn Capital
Georgia
$361K
RPWA
1315
Regent Peak Wealth Advisors
Georgia
$359K +$2.74K +10 +0.8%
PCMN
1316
Paradigm Capital Management (Nevada)
Nevada
$359K +$341K +1,245 New
DWM
1317
Drive Wealth Management
Utah
$358K +$15.1K +55 +5%
QWM
1318
Quaker Wealth Management
New Jersey
$357K +$339K +1,238 New
JFG
1319
Jefferies Financial Group
New York
$357K +$100K +366 +42%
AWM
1320
Angeles Wealth Management
California
$356K +$55.1K +201 +19%
CAM
1321
Carret Asset Management
New York
$355K +$6.85K +25 +2%
BC
1322
Broadwater Capital
Massachusetts
$355K
UB
1323
Umpqua Bank
Oregon
$353K +$6.58K +24 +2%
PEA
1324
Park Edge Advisors
Ohio
$353K
ECM
1325
Elgethun Capital Management
South Dakota
$352K