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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
801
Sagespring Wealth Partners
Tennessee
$825K -$5.13K -24 -0.6%
AFP
802
Ausdal Financial Partners
Iowa
$823K +$368K +1,723 +75%
IFWM
803
Institute for Wealth Management
Colorado
$823K -$216K -1,011 -20%
HCA
804
Harbour Capital Advisors
Virginia
$822K +$641 +3 +0.1%
MIM
805
Miller Investment Management
Pennsylvania
$822K – – –
BIM
806
Baldwin Investment Management
Pennsylvania
$821K – – –
EI
807
Ellevest Inc
New York
$820K -$215K -1,008 -20%
GT
808
Glenview Trust
Kentucky
$817K +$57.2K +268 +7%
KNW
809
Kesler Norman & Wride
Utah
$812K -$21.8K -102 -2%
FF
810
Fluent Financial
Texas
$811K +$844K +3,953 New
ANBT
811
American National Bank & Trust
Texas
$804K -$40.6K -190 -5%
CIS
812
Custom Index Systems
New York
$804K +$308K +1,440 +58%
ML
813
McAdam LLC
Pennsylvania
$802K -$55.3K -259 -6%
FTWA
814
Fifth Third Wealth Advisors
Ohio
$798K +$27.6K +129 +3%
UF
815
Univest Financial
Pennsylvania
$792K – – –
CBA
816
Coastal Bridge Advisors
Connecticut
$790K -$2.14K -10 -0.3%
MFIM
817
Mesirow Financial Investment Management
Illinois
$789K +$387K +1,814 +89%
LCGC
818
Legacy Capital Group California
California
$788K -$23.5K -110 -3%
VFA
819
Voya Financial Advisors
Connecticut
$786K -$74.3K -348 -8%
ECM
820
Eisler Capital Management
United Kingdom
$784K +$833K +3,899 New
BFC
821
Bedel Financial Consulting
Indiana
$782K – – –
MCWS
822
McKinley Carter Wealth Services
West Virginia
$781K -$4.49K -21 -0.5%
ESBC
823
E.S. Barr & Co
Kentucky
$780K – – –
TBT
824
Texas Bank & Trust
Texas
$780K – – –
AWCI
825
Alpine Woods Capital Investors
New York
$762K +$1.5K +7 +0.2%