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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
651
Kestra Private Wealth Services
Texas
$1.04M +$241K +1,031 +31%
AWM
652
Altium Wealth Management
New York
$1.03M +$223K +954 +28%
WS
653
Wedbush Securities
California
$1.03M -$30.7K -131 -3%
FCM
654
Fortis Capital Management
Washington
$1.02M +$59K +252 +6%
WW
655
Waterfront Wealth
Kansas
$1.02M +$73.3K +313 +9%
DT
656
Diversified Trust
Tennessee
$1.01M +$434K +1,855 +78%
SIC
657
Salem Investment Counselors
North Carolina
$1.01M +$41K +175 +4%
FG
658
Fiduciary Group
Georgia
$1M – – –
AIP
659
Ameritas Investment Partners
Nebraska
$987K -$52.7K -225 -5%
IFWM
660
Institute for Wealth Management
Colorado
$980K – – –
HC
661
Henshaw Capital
Massachusetts
$979K +$4.45K +19 +0.5%
BFG
662
Beacon Financial Group
Texas
$979K -$10.8K -46 -1%
PSUF
663
People's United Financial
Connecticut
$964K -$91.8K -392 -9%
CG
664
Caprock Group
Idaho
$964K +$239K +1,021 +34%
CCM
665
Coldstream Capital Management
Washington
$959K -$64.4K -275 -6%
CPIG
666
Chicago Partners Investment Group
Illinois
$939K +$12.2K +52 +1%
MA
667
Mutual Advisors
Nebraska
$934K -$123K -525 -12%
FAM
668
Fred Alger Management
New York
$931K – – –
BTWM
669
Baker Tilly Wealth Management
Wisconsin
$922K +$72.3K +309 +9%
ASBI
670
American State Bank (Iowa)
Iowa
$921K – – –
GWMIA
671
Global Wealth Management Investment Advisory
Florida
$920K -$162K -693 -15%
AT
672
American Trust
Kentucky
$917K -$61.3K -262 -6%
SWA
673
SFMG Wealth Advisors
Texas
$917K -$30.2K -129 -3%
NSB
674
Norway Savings Bank
Maine
$900K – – –
TIA
675
Trust Investment Advisors
Indiana
$894K +$18.7K +80 +2%