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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
701
Smith Salley Wealth Management
North Carolina
$858K +$6.02K +35 +0.8%
EBWM
702
Eagle Bluffs Wealth Management
Missouri
$853K +$9.12K +53 +1%
BRWA
703
B. Riley Wealth Advisors
Florida
$848K +$14.3K +83 +2%
BP
704
Ballentine Partners
Massachusetts
$841K +$178K +1,032 +30%
SLI
705
Sumitomo Life Insurance
Japan
$841K -$73.7K -428 -9%
BCM
706
Brasada Capital Management
Texas
$840K +$172K +1,000 +29%
MMA
707
Miracle Mile Advisors
California
$837K -$107K -622 -12%
AO
708
Advisor OS
Illinois
$836K +$49.1K +285 +7%
TWM
709
Thrive Wealth Management
Pennsylvania
$830K -$16.9K -98 -2%
SCI
710
Stableford Capital II
Arizona
$829K +$771K +4,480 New
VFA
711
Voya Financial Advisors
Connecticut
$825K -$15.3K -89 -2%
HAG
712
HF Advisory Group
Maryland
$801K -$19.3K -112 -3%
ACS
713
Archford Capital Strategies
Illinois
$801K -$3.79K -22 -0.5%
WT
714
Whittier Trust
California
$796K -$516 -3 -0.1%
MCM
715
MAI Capital Management
Ohio
$793K -$516 -3 -0.1%
BHWM
716
Bar Harbor Wealth Management
New Hampshire
$790K -$10.3K -60 -1%
AFG
717
Albion Financial Group
Utah
$788K -$216K -1,253 -23%
FUBT
718
First United Bank & Trust
Maryland
$785K -$18.1K -105 -2%
S
719
SignatureFD
Georgia
$780K +$89.7K +521 +14%
PWM
720
Perigon Wealth Management
California
$767K +$82.4K +479 +13%
ATC
721
Argent Trust Co
Tennessee
$763K +$688 +4 +0.1%
PP
722
PrairieView Partners
Minnesota
$761K +$34.4K +200 +5%
IEFM
723
IQ EQ Fund Management
Ireland
$746K +$340K +1,978 +98%
AC
724
Albar Capital
United Kingdom
$742K -$489K -2,844 -42%
TGAM
725
TBH Global Asset Management
Tennessee
$735K