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Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
926
Live Oak Private Wealth
North Carolina
$487K +$461K +7,641 New
BA
927
Bridgewater Advisors
New York
$486K
MFA
928
Mayflower Financial Advisors
Massachusetts
$486K +$2.35K +39 +0.5%
MWM
929
Mission Wealth Management
California
$485K -$64.4K -1,068 -12%
MAM
930
Madison Asset Management
Wisconsin
$485K -$1.99K -33 -0.4%
MIP
931
Marietta Investment Partners
Wisconsin
$482K -$5.19K -86 -1%
RWB
932
RMR Wealth Builders
New Jersey
$481K +$456K +7,554 New
MPCG
933
Matrix Private Capital Group
New York
$479K -$71.1K -1,179 -14%
GEA
934
Glen Eagle Advisors
New Jersey
$478K -$11.9K -197 -3%
RBFC
935
Roman Butler Fullerton & Co
Missouri
$476K +$450K +7,463 New
FCH
936
Freestone Capital Holdings
Washington
$473K +$181 +3 +0%
ML
937
McAdam LLC
Pennsylvania
$472K +$7.12K +118 +2%
ISL
938
Ingalls & Snyder LLC
New York
$471K +$965 +16 +0.2%
SS
939
Simplicity Solutions
Minnesota
$470K -$387K -6,410 -46%
ST
940
Spinnaker Trust
Maine
$469K +$3.38K +56 +0.8%
SC
941
Savant Capital
Illinois
$468K +$41.9K +694 +10%
LWA
942
Lineweaver Wealth Advisors
Ohio
$466K +$442K +7,328 New
CPIG
943
Chicago Partners Investment Group
Illinois
$462K +$85K +1,410 +27%
CFA
944
Compass Financial Advisors
Indiana
$461K +$41.3K +685 +10%
TFM
945
TFC Financial Management
Massachusetts
$458K -$12.1K -200 -3%
SOAMC
946
Spirit of America Management Corp
New York
$452K
SIC
947
SFE Investment Counsel
California
$452K +$74.8K +1,240 +21%
BBNA
948
Bremer Bank National Association
Minnesota
$451K -$24.1K -400 -5%
AF
949
Aldebaran Financial
$449K +$39.2K +650 +10%
PP
950
Paloma Partners
Connecticut
$448K -$10.5M -173,354 -96%