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Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
676
Beverly Hills Private Wealth
California
$522K +$43.2K +525 +9%
SWM
677
Segment Wealth Management
Texas
$518K +$39.4K +478 +9%
HR
678
Howe & Rusling
New York
$518K
WG
679
Welch Group
Alabama
$514K
AIC
680
Archer Investment Corporation
Indiana
$513K -$296K -3,600 -38%
SGAM
681
Smith Group Asset Management
Texas
$513K
WCA
682
Westover Capital Advisors
Delaware
$513K +$198K +2,400 +67%
RWP
683
RWA Wealth Partners
Massachusetts
$510K -$5.43K -66 -1%
SWP
684
Sagespring Wealth Partners
Tennessee
$508K +$40.9K +497 +9%
SMA
685
Sage Mountain Advisors
Georgia
$507K +$5.02K +61 +1%
4WM
686
44 Wealth Management
Oregon
$506K -$456K -5,538 -48%
PPWP
687
Premier Path Wealth Partners
New Jersey
$501K +$1.32K +16 +0.3%
WCM
688
Whitener Capital Management
North Carolina
$500K
CCA
689
Checchi Capital Advisers
California
$499K +$21K +255 +5%
RFC
690
Regions Financial Corp
Alabama
$498K +$3.29K +40 +0.7%
SYBT
691
Stock Yards Bank & Trust
Kentucky
$494K
BMWM
692
Brown Miller Wealth Management
Virginia
$493K +$475K +5,765 New
LI
693
LifeWealth Investments
Florida
$491K +$74.6K +906 +19%
CC
694
Chicago Capital
Illinois
$489K
AFG
695
Atomi Financial Group
New York
$486K +$196K +2,375 +72%
FHC
696
First Heartland Consultants
Missouri
$484K +$247 +3 +0.1%
CB
697
Cadence Bank
Mississippi
$483K
SCA
698
Snowden Capital Advisors
New York
$481K -$70.8K -860 -13%
CI
699
Cherokee Insurance
Michigan
$479K
PA
700
Pinnacle Associates
New York
$478K +$149K +1,813 +48%