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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
876
Kestra Private Wealth Services
Texas
$707K -$112K -395 -13%
TWPM
877
Total Wealth Planning & Management
Florida
$706K +$61K +216 +9%
MGI
878
Miller Global Investments
Texas
$702K – – –
OWA
879
Outlook Wealth Advisors
Texas
$701K +$12.7K +45 +2%
NP
880
NorthRock Partners
Minnesota
$701K -$37.3K -132 -5%
LA
881
Legacy Advisors
Pennsylvania
$699K +$119K +421 +20%
CAG
882
Cypress Advisory Group
Arizona
$695K – – –
AWA
883
Aaron Wealth Advisors
Illinois
$693K -$61.6K -218 -8%
BIM
884
Baldwin Investment Management
Pennsylvania
$689K – – –
WH
885
Willner & Heller
California
$683K -$7.63K -27 -1%
CI
886
Cigna Investments
Connecticut
$677K -$4.8K -17 -0.7%
CCFCSB
887
Cape Cod Five Cents Savings Bank
Massachusetts
$675K +$692K +2,448 New
LIM
888
Longfellow Investment Management
Massachusetts
$675K – – –
1832 Asset Management
889
1832 Asset Management
Ontario, Canada
$664K +$681K +2,410 New
ESB
890
Essex Savings Bank
Connecticut
$664K +$1.13K +4 +0.2%
AWM
891
Angeles Wealth Management
California
$664K -$385K -1,363 -36%
DSC
892
Duncker Streett & Co
Missouri
$662K – – –
CRC
893
Curi RMB Capital
Illinois
$661K -$465K -1,645 -41%
AWM
894
Accurate Wealth Management
Florida
$661K +$90.1K +319 +17%
IGAM
895
iA Global Asset Management
Quebec, Canada
$655K -$7.91K -28 -1%
BMC
896
Beaton Management Company
Massachusetts
$653K -$17.5K -62 -3%
PE
897
PCM Encore
Colorado
$651K -$6.78K -24 -1%
WA
898
Waddell & Associates
Tennessee
$650K +$47.7K +169 +8%
PMA
899
Prudent Man Advisors
Illinois
$650K +$75.7K +268 +13%
OCA
900
OpenArc Corporate Advisory
Georgia
$650K +$123K +435 +23%