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Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
851
Mount Yale Investment Advisors
Colorado
$758K +$2.54K +9 +0.3%
PSP
852
Pacific Sage Partners
Washington
$755K +$283 +1 +0%
BAAM
853
Baker Avenue Asset Management
California
$755K -$49.2K -174 -6%
HAS
854
HBW Advisory Services
California
$754K -$4.8K -17 -0.6%
PWA
855
Physician Wealth Advisors
Utah
$752K -$3.11K -11 -0.4%
DWP
856
Daymark Wealth Partners
Ohio
$751K +$3.96K +14 +0.5%
WI
857
WBI Investments
New Jersey
$750K +$768K +2,720 New
IIM
858
Ipswich Investment Management
Massachusetts
$748K -$42.4K -150 -5%
GSB
859
Greenfield Savings Bank
Massachusetts
$742K -$26.6K -94 -3%
AI
860
Atom Investors
Texas
$737K -$4.05M -14,335 -84%
AFG
861
Atomi Financial Group
New York
$734K +$194K +685 +35%
GWCM
862
Godshalk Welsh Capital Management
Pennsylvania
$732K
WIC
863
Wilkins Investment Counsel
Massachusetts
$725K +$44.6K +158 +6%
BCWM
864
Bartlett & Co Wealth Management
Ohio
$724K +$3.11K +11 +0.4%
SW
865
Simplicity Wealth
New Jersey
$721K +$279K +987 +61%
DA
866
Denali Advisors
California
$717K +$311K +1,100 +73%
DWT
867
Dorsey & Whitney Trust
South Dakota
$715K -$18.1K -64 -2%
MWM
868
Mission Wealth Management
California
$712K +$303K +1,073 +71%
PFA
869
Pathway Financial Advisers
Indiana
$711K -$6.5K -23 -0.9%
OL
870
Optas LLC
Texas
$707K +$26.6K +94 +4%
KPWS
871
Kestra Private Wealth Services
Texas
$707K -$112K -395 -13%
TWPM
872
Total Wealth Planning & Management
Florida
$706K +$61K +216 +9%
MGI
873
Miller Global Investments
Texas
$702K
OWA
874
Outlook Wealth Advisors
Texas
$701K +$12.7K +45 +2%
NP
875
NorthRock Partners
Minnesota
$701K -$37.3K -132 -5%