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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
826
Mission Wealth Management
California
$1.06M -$252 -1 -0%
FTWA
827
Fifth Third Wealth Advisors
Ohio
$1.05M +$155K +613 +17%
IWM
828
IHT Wealth Management
Illinois
$1.05M -$11.8K -47 -1%
CFO
829
Callan Family Office
Pennsylvania
$1.04M -$261K -1,037 -20%
IWC
830
Integrated Wealth Concepts
Massachusetts
$1.04M +$297K +1,178 +40%
PFPT
831
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.04M -$35.8K -142 -3%
EWM
832
EPG Wealth Management
Georgia
$1.04M +$88K +349 +9%
DWA
833
Douglass Winthrop Advisors
New York
$1.04M -$14.4K -57 -1%
SAM
834
Smartleaf Asset Management
Massachusetts
$1.03M +$55.7K +221 +6%
SPC
835
Sigma Planning Corp
Michigan
$1.03M -$127K -505 -11%
BCM
836
Brown Capital Management
Maryland
$1.02M -$688K -2,731 -40%
VFA
837
Valeo Financial Advisors
Indiana
$1.02M -$4.79K -19 -0.5%
CTC
838
Cetera Trust Company
Minnesota
$1.01M
SG
839
Somerset Group
Minnesota
$1.01M +$149K +593 +18%
RGF
840
Retirement Guys Formula
Ohio
$1.01M +$161K +637 +19%
HAG
841
HighPoint Advisor Group
Illinois
$1M +$7.56K +30 +0.7%
CK
842
Cohen Klingenstein
New York
$995K
BHWM
843
Bar Harbor Wealth Management
New Hampshire
$993K -$43.9K -174 -4%
DFC
844
DB Fitzpatrick & Co
Idaho
$992K -$107K -426 -10%
SA
845
SRN Advisors
Pennsylvania
$989K -$22.7K -90 -2%
Simplex Trading
846
Simplex Trading
Illinois
$986K +$767K +3,044 +359%
JFG
847
Jefferies Financial Group
New York
$983K -$5.27M -20,897 -84%
CIM
848
Contravisory Investment Management
Massachusetts
$980K -$4.29K -17 -0.4%
GM
849
GeoWealth Management
Illinois
$980K -$64.5K -256 -6%
PCM
850
Polymer Capital Management
New York
$963K +$958K +3,800 New