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Name Holding Trade Value Shares
Change
Change in
Stake
FNA
1026
First National Advisers
Nebraska
$435K +$443K +1,580 New
FIB
1027
First Interstate Bank
Montana
$434K -$1.4K -5 -0.3%
DAS
1028
Dynamic Advisor Solutions
Arizona
$432K -$342K -1,219 -44%
AWM
1029
Accurate Wealth Management
Florida
$432K -$28.3K -101 -6%
CWS
1030
Confluence Wealth Services
Pennsylvania
$430K +$16.5K +59 +4%
TWPM
1031
Total Wealth Planning & Management
Florida
$430K +$438K +1,564 New
MWM
1032
Modera Wealth Management
New Jersey
$430K +$841 +3 +0.2%
SMA
1033
Sage Mountain Advisors
Georgia
$427K -$91.4K -326 -17%
PWA
1034
Provenance Wealth Advisors
Florida
$426K – – –
ABWM
1035
Alpine Bank Wealth Management
Colorado
$425K -$126K -450 -23%
Fisher Asset Management
1036
Fisher Asset Management
Washington
$425K +$87.2K +311 +25%
SDIC
1037
South Dakota Investment Council
South Dakota
$424K +$292K +1,040 +208%
CPW
1038
Cove Private Wealth
New York
$424K – – –
LF
1039
Lansforsakringar Fondforvaltning
Sweden
$423K – – –
LWCFA
1040
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$423K – – –
IWM
1041
IHT Wealth Management
Illinois
$423K +$10.7K +38 +3%
PAS
1042
Professional Advisory Services
Florida
$420K – – –
MC
1043
Middleton & Co
Massachusetts
$419K – – –
CNBOF
1044
City National Bank of Florida
Florida
$418K +$17.4K +62 +4%
WBG
1045
Wharton Business Group
Pennsylvania
$416K – – –
CWM
1046
Cornerstone Wealth Management
Missouri
$415K -$1.68K -6 -0.4%
TC
1047
TownSquare Capital
Utah
$415K +$25.8K +92 +7%
EWA
1048
EverSource Wealth Advisors
Alabama
$414K +$109K +389 +35%
HWAM
1049
Hennion & Walsh Asset Management
New Jersey
$413K -$6.45K -23 -2%
TCBWMS
1050
Texas Capital Bank Wealth Management Services
Texas
$411K +$205K +731 +96%