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Name Holding Trade Value Shares
Change
Change in
Stake
AC
1451
Allstate Corporation
Illinois
$634K
FWM
1452
Forza Wealth Management
Florida
$633K
IF
1453
Ironwood Financial
Arizona
$632K -$16.2K -409 -3%
IP
1454
Intellectus Partners
California
$632K +$25.9K +653 +4%
Point72 Asset Management
1455
Point72 Asset Management
Connecticut
$631K -$497K -12,502 -45%
KWM
1456
Kolinsky Wealth Management
New Jersey
$627K -$17.9K -450 -3%
CT
1457
Cambridge Trust
Massachusetts
$626K -$193K -4,857 -24%
ACI
1458
Alpha Cubed Investments
California
$626K -$24.7K -622 -4%
CWS
1459
Cypress Wealth Services
California
$625K +$136K +3,429 +30%
HI
1460
Harbour Investments
Wisconsin
$622K +$109K +2,746 +22%
NRS
1461
Neville Rodie & Shaw
New York
$621K
VWA
1462
V Wealth Advisors
Kansas
$619K -$13.4K -337 -2%
MIM
1463
Montgomery Investment Management
Maryland
$619K -$46.8K -1,178 -7%
CWM
1464
Centurion Wealth Management
Virginia
$614K +$16.2K +407 +3%
OA
1465
Operose Advisors
Wisconsin
$612K +$556K +14,000 +1,905%
AWM
1466
Aries Wealth Management
Maine
$612K -$20K -503 -3%
FWA
1467
FSM Wealth Advisors
Ohio
$611K +$55.1K +1,387 +11%
WCM
1468
Windsor Capital Management
Arizona
$610K -$9.69K -244 -2%
TGAM
1469
TBH Global Asset Management
Tennessee
$610K -$40 -1 -0%
FFA
1470
Fragasso Financial Advisors
Pennsylvania
$607K +$10.7K +269 +2%
SMA
1471
Seven Mile Advisory
New Jersey
$605K +$578K +14,552 New
AF
1472
Advisornet Financial
Minnesota
$604K -$35.9K -904 -6%
FANJ
1473
Financial Architects (New Jersey)
New Jersey
$604K -$22.8K -573 -4%
HVP
1474
Hudson Value Partners
Florida
$603K
EWM
1475
Evermay Wealth Management
Virginia
$602K -$7.94K -200 -1%