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Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
951
Robertson Stephens Wealth Management
California
$346K -$136K -973 -26%
SC
952
Saturna Capital
Washington
$346K +$62.9K +450 +20%
SPWG
953
Sage Private Wealth Group
Illinois
$345K +$66K +472 +21%
SIMG
954
Sonora Investment Management Group
Arizona
$343K +$14.8K +106 +4%
DWM
955
Doyle Wealth Management
Florida
$342K +$560 +4 +0.1%
BWL
956
Bogart Wealth LLC
Virginia
$342K +$4.48K +32 +1%
SIM
957
Sentry Investment Management
Wisconsin
$341K -$38.7K -277 -9%
AIM
958
Alhambra Investment Management
Florida
$338K
SC
959
Saiph Capital
New Jersey
$337K -$49.2K -352 -12%
1W
960
1776 Wealth
Georgia
$336K
MGIM
961
M&G Investment Management
United Kingdom
$333K -$52.2K -373 -12%
ARG
962
Advisory Resource Group
Oklahoma
$333K -$6.43K -46 -2%
CFS
963
CRA Financial Services
New Jersey
$333K
BWM
964
BigSur Wealth Management
Florida
$332K
FFN
965
Focus Financial Network
Minnesota
$327K -$3.5K -25 -1%
KCM
966
Kornitzer Capital Management
Kansas
$326K
PCIA
967
Prime Capital Investment Advisors
Kansas
$326K +$17.9K +128 +5%
Cohen & Steers
968
Cohen & Steers
New York
$325K +$9.37K +67 +3%
FIM
969
Freedom Investment Management
Connecticut
$324K -$129K -921 -26%
PNC
970
Park National Corp
Ohio
$324K +$12.4K +89 +4%
MCA
971
MSH Capital Advisors
Arizona
$322K
QCG
972
Quadrant Capital Group
Ohio
$319K -$25.6K -183 -7%
AAS
973
Ameritas Advisory Services
Nebraska
$319K +$27.1K +194 +8%
1WA
974
180 Wealth Advisors
Washington
$317K -$43.8K -313 -11%
SWM
975
Sendero Wealth Management
Texas
$317K +$51.1K +365 +17%