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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
976
Campion Asset Management
Virginia
$612K -$1.72K -5 -0.3%
HEIP
977
Hudson Edge Investment Partners
New Jersey
$611K -$364K -1,056 -36%
PWM
978
Power Wealth Management
Georgia
$607K +$308K +894 +95%
CT
979
Caldwell Trust
Florida
$604K -$3.45K -10 -0.5%
FCP
980
Fidelis Capital Partners
Florida
$601K -$113K -327 -15%
WCP
981
Welch Capital Partners
New York
$600K
MWM
982
Modera Wealth Management
New Jersey
$600K +$1.03K +3 +0.2%
JCM
983
Jacobi Capital Management
Pennsylvania
$597K -$15.2K -44 -2%
SAM
984
Synergy Asset Management
Washington
$596K +$622K +1,803 New
PWM
985
Paulson Wealth Management
Illinois
$594K
DF
986
Donoghue Forlines
Massachusetts
$593K -$29.7K -86 -5%
OWA
987
One Wealth Advisors
California
$589K -$102K -295 -14%
HBT
988
Heartland Bank & Trust
Illinois
$588K +$614K +1,780 New
GM
989
GeoWealth Management
Illinois
$588K -$50.7K -147 -8%
PWM
990
Palumbo Wealth Management
New York
$587K +$2.41K +7 +0.4%
CA
991
Claro Advisors
Massachusetts
$585K +$129K +375 +27%
VIA
992
Virtus Investment Advisers
Connecticut
$583K -$183K -532 -23%
TFM
993
TFC Financial Management
Massachusetts
$576K +$4.83K +14 +0.8%
GBT
994
Grove Bank & Trust
Florida
$576K -$11K -32 -2%
DA
995
Detalus Advisors
Missouri
$574K +$4.14K +12 +0.7%
RMA
996
Roffman Miller Associates
Pennsylvania
$569K +$593K +1,721 New
SMA
997
Sage Mountain Advisors
Georgia
$560K +$52.8K +153 +10%
MYIA
998
Mount Yale Investment Advisors
Colorado
$559K +$28.6K +83 +5%
BTI
999
Blue Trust Inc
Georgia
$556K +$209K +607 +66%
BTWM
1000
Baker Tilly Wealth Management
Wisconsin
$555K -$559K -1,620 -49%