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Name Holding Trade Value Shares
Change
Change in
Stake
OPTFSNA
626
Old Point Trust & Financial Services N A
Virginia
$1.21M -$9.39K -60 -0.7%
BRWA
627
B. Riley Wealth Advisors
Florida
$1.21M -$482K -3,077 -28%
PWM
628
Penobscot Wealth Management
Maine
$1.21M -$538K -3,436 -30%
WA
629
WESPAC Advisors
California
$1.19M -$338K -2,158 -22%
SFA
630
Sequoia Financial Advisors
Ohio
$1.19M -$1.74M -11,137 -59%
E
631
Ergoteles
New York
$1.19M +$1.23M +7,830 New
FTDI
632
First Trust Direct Indexing
Massachusetts
$1.18M +$152K +973 +14%
AAS
633
Avantax Advisory Services
Texas
$1.18M -$7.83K -50 -0.6%
HL
634
HeadInvest LLC
Maine
$1.18M +$72.8K +465 +6%
MRCM
635
M&R Capital Management
New Jersey
$1.18M +$245K +1,567 +25%
PSUF
636
People's United Financial
Connecticut
$1.18M -$373K -2,385 -24%
ERIC
637
Eagle Rock Investment Company
Georgia
$1.18M
KWM
638
Kingsview Wealth Management
Oregon
$1.18M +$626 +4 +0.1%
Nomura Holdings
639
Nomura Holdings
Japan
$1.17M +$185K +1,181 +18%
DWM
640
Darwin Wealth Management
Florida
$1.17M +$198K +1,264 +20%
BC
641
Bowman & Company
Wisconsin
$1.17M +$179K +1,145 +18%
ADL
642
Asset Dedication LLC
California
$1.16M -$53.1K -339 -4%
BFEC
643
Benjamin F. Edwards & Company
Missouri
$1.15M -$14.2K -91 -1%
CPA
644
Court Place Advisors
Maryland
$1.14M
AWM
645
Apollon Wealth Management
South Carolina
$1.14M -$108K -687 -8%
KWM
646
Keebeck Wealth Management
Illinois
$1.13M
Capstone Investment Advisors
647
Capstone Investment Advisors
New York
$1.13M +$1.17M +7,450 New
TW
648
TrinityPoint Wealth
Connecticut
$1.13M +$27.4K +175 +2%
SIC
649
Samalin Investment Counsel
New York
$1.11M +$22.7K +145 +2%
IFWM
650
Institute for Wealth Management
Colorado
$1.11M