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Name Holding Trade Value Shares
Change
Change in
Stake
UCB
2201
United Community Bank
South Carolina
$431K -$476K -4,325 -53%
LCM
2202
LVM Capital Management
Michigan
$431K -$3.68M -33,418 -90%
OWCM
2203
One Wealth Capital Management
Arizona
$431K +$69.2K +628 +20%
AA
2204
Alesco Advisors
New York
$430K +$10.9K +99 +3%
WPW
2205
Waldron Private Wealth
Pennsylvania
$429K -$35.6K -323 -8%
MAWA
2206
Moss Adams Wealth Advisors
Washington
$428K -$88.5K -804 -18%
NS
2207
Northland Securities
Minnesota
$428K +$414K +3,758 New
PPWM
2208
Paragon Private Wealth Management
Kentucky
$427K -$209K -1,896 -34%
DWM
2209
Ducere Wealth Management
California
$425K +$412K +3,739 New
AWA
2210
Asempa Wealth Advisors
Louisiana
$425K +$412K +3,738 New
KFA
2211
Kelleher Financial Advisors
New York
$425K +$345K +3,131 +518%
VGDSS
2212
VUB Generali dochodkova spravcovska spolocnost
$424K +$410K +3,726 New
FA
2213
Fortis Advisors
Pennsylvania
$423K
RIS
2214
Retirement Income Solutions
Michigan
$423K -$77.1K -700 -16%
BFG
2215
Beacon Financial Group
Texas
$423K +$16.7K +152 +4%
TPW
2216
Tiller Private Wealth
Pennsylvania
$422K -$9.25K -84 -2%
OPWM
2217
Oregon Pacific Wealth Management
Oregon
$422K -$11.6K -105 -3%
AWM
2218
Accel Wealth Management
Iowa
$419K +$106K +965 +36%
FSA
2219
Financial Security Advisor
Virginia
$418K -$163K -1,482 -29%
SMA
2220
Seven Mile Advisory
New Jersey
$418K -$72.5K -658 -15%
MAM
2221
Mystic Asset Management
Rhode Island
$418K +$22.4K +203 +6%
HWAM
2222
Hennion & Walsh Asset Management
New Jersey
$417K
TPWA
2223
TRUE Private Wealth Advisors
Oregon
$415K -$24.1K -219 -6%
SIA
2224
Strategic Investment Advisors
Michigan
$414K -$75.5K -686 -16%
PE
2225
PCM Encore
Colorado
$413K +$400K +3,634 New