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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Apollon Wealth Management
South Carolina
$888K -$144K -756 -13%
BL
427
Balentine LLC
Georgia
$884K +$645K +3,392 +201%
FTDI
428
First Trust Direct Indexing
Massachusetts
$882K +$73.6K +387 +8%
WCM
429
Wunderlich Capital Managemnt
Tennessee
$870K +$26.3K +138 +3%
HWA
430
Heritage Wealth Advisors
Virginia
$867K
SPC
431
Sigma Planning Corp
Michigan
$866K +$21.3K +112 +2%
HCA
432
Harbour Capital Advisors
Virginia
$865K -$571 -3 -0.1%
RIA
433
Realta Investment Advisors
Delaware
$865K +$16.7K +88 +2%
CAM
434
Columbia Asset Management
Michigan
$864K +$944K +4,964 New
PCM
435
Parsons Capital Management
Rhode Island
$862K
SCA
436
Sandy Cove Advisors
Massachusetts
$861K +$951 +5 +0.1%
SIAP
437
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$855K -$104K -549 -10%
DWT
438
Dorsey & Whitney Trust
South Dakota
$850K +$67.1K +353 +8%
PGFC
439
Peapack-Gladstone Financial Corp
New Jersey
$848K -$151K -794 -14%
TA
440
Tiedemann Advisors
New York
$842K +$9.89K +52 +1%
WG
441
Welch Group
Alabama
$828K
CCA
442
Checchi Capital Advisers
California
$827K +$256K +1,348 +45%
QCG
443
Quadrant Capital Group
Ohio
$826K +$65.4K +344 +8%
BFEC
444
Benjamin F. Edwards & Company
Missouri
$817K -$123K -649 -12%
WJWM
445
Williams Jones Wealth Management
New York
$812K +$887K +4,665 New
Asset Management One
446
Asset Management One
Japan
$808K
HWM
447
HB Wealth Management
Georgia
$805K +$525K +2,758 +148%
CT
448
Caldwell Trust
Florida
$803K -$105K -552 -11%
AA
449
Ancora Advisors
Ohio
$802K -$20.2K -106 -2%
MA
450
Mutual Advisors
Nebraska
$800K -$20.2K -106 -2%