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Name Holding Trade Value Shares
Change
Change in
Stake
PVH
326
Psagot Value Holdings
Israel
$313K -$3.12K -6 -1%
IIM
327
INTECH Investment Management
Florida
$301K -$920K -1,770 -75%
ISWM
328
Independent Solutions Wealth Management
New York
$299K
PCS
329
Personal CFO Solutions
New Jersey
$296K +$6.76K +13 +2%
AWS
330
Atria Wealth Solutions
New York
$296K +$520 +1 +0.2%
EHWM
331
Eads & Heald Wealth Management
Georgia
$294K
HWAM
332
Hennion & Walsh Asset Management
New Jersey
$293K -$13K -25 -4%
WA
333
Wealth Alliance
New York
$292K -$14.6K -28 -5%
JFG
334
Jefferies Financial Group
New York
$282K +$282K +542 New
SW
335
SkyOak Wealth
Michigan
$273K +$6.24K +12 +2%
CF
336
Centaurus Financial
California
$267K -$21.3K -41 -7%
SCA
337
Stonebridge Capital Advisors
Minnesota
$261K
SFG
338
SNS Financial Group
Minnesota
$260K
VNA
339
Valley National Advisers
Pennsylvania
$260K
FWM
340
Forza Wealth Management
Florida
$260K
MA
341
MCF Advisors
Kentucky
$260K
BFG
342
Berger Financial Group
Minnesota
$253K +$7.28K +14 +3%
EWA
343
EverSource Wealth Advisors
Alabama
$250K -$10.4K -20 -4%
FL
344
Fort LP
Maryland
$249K -$9.88K -19 -4%
PFBT
345
Parkside Financial Bank & Trust
Missouri
$246K
NS
346
NBC Securities
Alabama
$243K +$243K +468 New
WTC
347
WhitTier Trust Company
Nevada
$243K -$2.08K -4 -0.8%
TA
348
TrueWealth Advisors
Alabama
$237K +$237K +456 New
ARMT
349
Amica Retiree Medical Trust
Rhode Island
$231K +$231K +445 New
Cerity Partners
350
Cerity Partners
New York
$231K -$72.8K -140 -24%