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Name Holding Trade Value Shares
Change
Change in
Stake
CG
776
Colony Group
Massachusetts
$794K -$23.4K -90 -3%
SAI
777
Systematic Alpha Investments
New Jersey
$792K – – –
FWTB
778
First Western Trust Bank
Colorado
$787K – – –
IWM
779
IHT Wealth Management
Illinois
$782K -$63.3K -243 -8%
PSP
780
Pacific Sage Partners
Washington
$782K – – –
SFA
781
Sequoia Financial Advisors
Ohio
$781K +$38K +146 +6%
DAS
782
Dynamic Advisor Solutions
Arizona
$777K -$31.3K -120 -4%
SLWA
783
San Luis Wealth Advisors
California
$776K +$721K +2,767 New
MC
784
Machina Capital
France
$772K -$801K -3,077 -53%
SWM
785
Spire Wealth Management
Virginia
$771K +$16.1K +62 +2%
RDWM
786
Red Door Wealth Management
Tennessee
$771K +$14.8K +57 +2%
SWA
787
Sutton Wealth Advisors
Florida
$762K -$27.9K -107 -4%
BFM
788
Boston Financial Management
Massachusetts
$760K -$10.9K -42 -2%
PCMI
789
Paradigm Capital Management Inc
New York
$758K – – –
PL
790
Plancorp LLC
Missouri
$753K +$10.4K +40 +2%
MMG
791
Monetary Management Group
Missouri
$750K – – –
WFC
792
Western Financial Corp
California
$748K +$47.1K +181 +7%
CIM
793
CIM Investment Management
Pennsylvania
$747K +$75.5K +290 +12%
PGAM
794
Princeton Global Asset Management
New Jersey
$745K +$33.3K +128 +5%
BFG
795
Beacon Financial Group
Texas
$742K +$697K +2,675 New
AC
796
ASB Consultores
Florida
$741K +$66.9K +257 +11%
WA
797
Wealth Alliance
New York
$741K +$11.2K +43 +2%
WPC
798
Wedmont Private Capital
Pennsylvania
$740K +$201K +772 +42%
OWA
799
Outlook Wealth Advisors
Texas
$739K +$134K +513 +24%
KWA
800
Kingswood Wealth Advisors
California
$737K +$684K +2,628 New