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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
676
Opes Wealth Management
California
$423K +$401K +2,671 New
BL
677
Balentine LLC
Georgia
$422K -$114K -761 -22%
SW
678
SVB Wealth
Massachusetts
$422K +$21.4K +143 +6%
EM
679
Excalibur Management
Massachusetts
$420K -$11.2K -75 -3%
CAM
680
Carret Asset Management
New York
$416K
GFG
681
Goldstone Financial Group
Illinois
$416K +$394K +2,626 New
RA
682
RFG Advisory
Alabama
$413K +$1.35K +9 +0.3%
BWP
683
Baldwin Wealth Partners
Massachusetts
$412K
MHIC
684
Marble Harbor Investment Counsel
Massachusetts
$411K
BFA
685
Bragg Financial Advisors
North Carolina
$411K
IPW
686
Inlet Private Wealth
Florida
$410K
FNBOMD
687
First National Bank of Mount Dora
Florida
$408K -$9.3K -62 -2%
IWN
688
Independent Wealth Network
Iowa
$407K +$600 +4 +0.2%
SC
689
Searle & Co
Connecticut
$405K
SCM
690
Schnieders Capital Management
California
$404K
PFM
691
Parsec Financial Management
North Carolina
$401K +$60.6K +404 +19%
FH
692
FWG Holdings
Florida
$400K +$379K +2,527 New
MWM
693
Modera Wealth Management
New Jersey
$400K +$120K +800 +46%
WG
694
Welch Group
Alabama
$400K
Lido Advisors
695
Lido Advisors
California
$396K +$30.9K +206 +9%
AWM
696
Apollon Wealth Management
South Carolina
$393K +$16.8K +112 +5%
CCG
697
Coastwise Capital Group
California
$393K +$14.7K +98 +4%
6F
698
626 Financial
Michigan
$390K
PP
699
Paloma Partners
Connecticut
$389K +$369K +2,461 New
AIS
700
AM Investment Strategies
Tennessee
$389K -$21.1K -141 -5%