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Name Holding Trade Value Shares
Change
Change in
Stake
AFP
801
Ausdal Financial Partners
Iowa
$823K +$368K +1,723 +75%
IFWM
802
Institute for Wealth Management
Colorado
$823K -$216K -1,011 -20%
HCA
803
Harbour Capital Advisors
Virginia
$822K +$641 +3 +0.1%
MIM
804
Miller Investment Management
Pennsylvania
$822K
BIM
805
Baldwin Investment Management
Pennsylvania
$821K
EI
806
Ellevest Inc
New York
$820K -$215K -1,008 -20%
GT
807
Glenview Trust
Kentucky
$817K +$57.2K +268 +7%
KNW
808
Kesler Norman & Wride
Utah
$812K -$21.8K -102 -2%
FF
809
Fluent Financial
Texas
$811K +$844K +3,953 New
ANBT
810
American National Bank & Trust
Texas
$804K -$40.6K -190 -5%
CIS
811
Custom Index Systems
New York
$804K +$308K +1,440 +58%
ML
812
McAdam LLC
Pennsylvania
$802K -$55.3K -259 -6%
FTWA
813
Fifth Third Wealth Advisors
Ohio
$798K +$27.6K +129 +3%
UF
814
Univest Financial
Pennsylvania
$792K
CBA
815
Coastal Bridge Advisors
Connecticut
$790K -$2.14K -10 -0.3%
MFIM
816
Mesirow Financial Investment Management
Illinois
$789K +$387K +1,814 +89%
LCGC
817
Legacy Capital Group California
California
$788K -$23.5K -110 -3%
VFA
818
Voya Financial Advisors
Connecticut
$786K -$74.3K -348 -8%
ECM
819
Eisler Capital Management
United Kingdom
$784K +$833K +3,899 New
BFC
820
Bedel Financial Consulting
Indiana
$782K
MCWS
821
McKinley Carter Wealth Services
West Virginia
$781K -$4.49K -21 -0.5%
ESBC
822
E.S. Barr & Co
Kentucky
$780K
TBT
823
Texas Bank & Trust
Texas
$780K
AWCI
824
Alpine Woods Capital Investors
New York
$762K +$1.5K +7 +0.2%
WWM
825
Waterway Wealth Management
Texas
$762K +$137K +640 +21%