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Name Holding Trade Value Shares
Change
Change in
Stake
FW
1076
FirstPurpose Wealth
Utah
$305K +$6.12K +21 +2%
FFN
1077
Focus Financial Network
Minnesota
$304K
AWM
1078
Angeles Wealth Management
California
$303K +$44.6K +153 +15%
KFP
1079
KB Financial Partners
New Jersey
$301K -$7.28K -25 -2%
LFA
1080
Legacy Financial Advisors
Kentucky
$301K -$17.8K -61 -5%
HWAM
1081
Hennion & Walsh Asset Management
New Jersey
$300K +$30.6K +105 +10%
PTC
1082
Petrus Trust Company
Texas
$299K +$341K +1,171 New
WI
1083
Wintrust Investments
Illinois
$297K -$4.66K -16 -1%
PFS
1084
Prospera Financial Services
Texas
$296K +$874 +3 +0.3%
QC
1085
Quent Capital
New York
$295K +$47.5K +163 +16%
GC
1086
Grimes & Company
Massachusetts
$295K -$7.87K -27 -2%
TC
1087
Telemus Capital
Michigan
$295K -$81K -278 -19%
TCOT
1088
Trust Company of Toledo
Ohio
$294K -$15.4K -53 -4%
HSA
1089
HBK Sorce Advisory
Pennsylvania
$292K +$332K +1,141 New
CS
1090
Comerica Securities
Michigan
$291K -$46.3K -159 -12%
IF
1091
Ironwood Financial
Arizona
$291K
CCFCSB
1092
Cape Cod Five Cents Savings Bank
Massachusetts
$291K
WT
1093
Washington Trust
Rhode Island
$290K -$29.7K -102 -8%
FIB
1094
First Interstate Bank
Montana
$289K -$12.8K -44 -4%
NG
1095
Northstar Group
New York
$287K
FOA
1096
Five Oceans Advisors
California
$287K -$10.2K -35 -3%
HCM
1097
Hollencrest Capital Management
California
$287K +$324K +1,113 +10,118%
FFA
1098
First Foundation Advisors
California
$287K -$887K -3,045 -73%
MW
1099
Marcum Wealth
Ohio
$286K -$183K -627 -36%
ML
1100
McAdam LLC
Pennsylvania
$286K +$326K +1,120 New