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Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
1151
King Wealth Management Group
Florida
$551K -$5.3K -24 -1%
GM
1152
GeoWealth Management
Illinois
$551K +$430K +1,947 +573%
BCG
1153
Breakwater Capital Group
New Jersey
$550K +$20.5K +93 +4%
MA
1154
MONECO Advisors
Connecticut
$549K -$91.8K -416 -15%
EWM
1155
Empirical Wealth Management
Washington
$548K -$23.8K -108 -5%
CT
1156
Columbia Trust
Oregon
$546K +$30.9K +140 +7%
FB
1157
First Bancorp
Maine
$544K -$12.1K -55 -2%
CIM
1158
Contravisory Investment Management
Massachusetts
$544K -$19.6K -89 -4%
ACM
1159
AUA Capital Management
Pennsylvania
$542K
GA
1160
Geller Advisors
New York
$539K
FMWA
1161
Forvis Mazars Wealth Advisors
Missouri
$535K +$6.18K +28 +1%
WBC
1162
West Branch Capital
Massachusetts
$534K
DBIA
1163
Dumont & Blake Investment Advisors
New Jersey
$530K -$57.4K -260 -11%
HDIM
1164
Hanson & Doremus Investment Management
Vermont
$530K
LFM
1165
LGT Fund Management
Liechtenstein
$530K
WC
1166
Waterloo Capital
Texas
$525K +$481K +2,181 New
GLA
1167
Great Lakes Advisors
Illinois
$524K +$95.4K +432 +25%
GA
1168
GSG Advisors
New Jersey
$519K +$10.2K +46 +2%
BW
1169
Bison Wealth
Georgia
$519K +$441 +2 +0.1%
KLC
1170
Knowledge Leaders Capital
Colorado
$514K -$42.8K -194 -8%
Cohen & Steers
1171
Cohen & Steers
New York
$509K -$89.8K -407 -16%
JFG
1172
Jefferies Financial Group
New York
$506K -$8.81M -39,897 -95%
SIM
1173
Sentry Investment Management
Wisconsin
$503K -$49.4K -224 -10%
TCWA
1174
Turtle Creek Wealth Advisors
Texas
$503K +$461K +2,087 New
SS
1175
Sunbelt Securities
Texas
$501K -$1.1K -5 -0.2%