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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
576
Aries Wealth Management
Maine
$395K +$30K +155 +8%
TPCW
577
TD Private Client Wealth
New York
$393K -$56.4K -291 -13%
DBT
578
Dubuque Bank & Trust
Iowa
$393K +$14.9K +77 +4%
Cerity Partners
579
Cerity Partners
New York
$393K +$91.3K +471 +30%
GC
580
Garde Capital
Washington
$391K -$62.8K -324 -14%
CFGS
581
Concourse Financial Group Securities
Alabama
$391K -$3.1K -16 -0.8%
GBT
582
Grove Bank & Trust
Florida
$388K
CWM
583
Concentric Wealth Management
California
$386K -$19.4K -100 -5%
HL
584
HeadInvest LLC
Maine
$385K
PCS
585
Personal CFO Solutions
New Jersey
$384K +$385K +1,988 New
BONST
586
Bank of Nova Scotia Trust
Ontario, Canada
$379K -$690K -3,561 -64%
LC
587
LCNB Corp
Ohio
$378K
FNC
588
First National Corp
Massachusetts
$376K +$26.2K +135 +7%
MW
589
Marcum Wealth
Ohio
$375K -$35.1K -181 -9%
CL
590
Choreo LLC
Illinois
$375K +$58.3K +301 +18%
AWA
591
Aaron Wealth Advisors
Illinois
$372K +$30.8K +159 +9%
LB
592
Legacy Bridge
Iowa
$367K +$7.75K +40 +2%
BWP
593
BSW Wealth Partners
Colorado
$362K +$30.4K +157 +9%
EWA
594
EP Wealth Advisors
California
$362K +$63.4K +327 +21%
CIC
595
Carnegie Investment Counsel
Ohio
$360K -$20K -103 -5%
OWA
596
One Wealth Advisors
California
$360K -$6.01K -31 -2%
ACA
597
Aptus Capital Advisors
Alabama
$355K
OWM
598
OneAscent Wealth Management
Alabama
$352K +$353K +1,823 New
QCIG
599
Quad-Cities Investment Group
Iowa
$350K -$10.1K -52 -3%
NHC
600
Nicholas Hoffman & Company
Georgia
$349K -$80.8K -417 -19%