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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
451
SeaCrest Wealth Management
New York
$993K -$1.85K -162 -0.2%
HNB
452
Huntington National Bank
Ohio
$991K +$25.4K +2,217 +3%
CFFP
453
Center for Financial Planning
Michigan
$986K +$11.4K +1,000 +1%
CIA
454
Capital Investment Advisors
Georgia
$975K +$14.5K +1,264 +2%
Fisher Asset Management
455
Fisher Asset Management
Washington
$972K -$307K -26,862 -25%
SW
456
SkyOak Wealth
Michigan
$958K +$20.8K +1,815 +2%
CFB
457
Cullen/Frost Bankers
Texas
$956K -$20.1K -1,759 -2%
W
458
WealthStone
Ohio
$947K +$18.9K +1,653 +2%
WA
459
WealthTrust Axiom
Pennsylvania
$947K +$25.7K +2,250 +3%
GFG
460
Greystone Financial Group
Michigan
$947K +$184K +16,080 +24%
WCA
461
Windsor Creek Advisors
Vermont
$926K +$81K +7,081 +10%
JWCA
462
J.W. Cole Advisors
Florida
$923K +$139K +12,125 +19%
QPWM
463
Quadrant Private Wealth Management
Pennsylvania
$913K -$25.2K -2,200 -3%
PGFC
464
Peapack-Gladstone Financial Corp
New Jersey
$911K +$54.4K +4,758 +7%
KWM
465
Kingsview Wealth Management
Oregon
$903K +$143K +12,514 +20%
PGAM
466
Princeton Global Asset Management
New Jersey
$901K +$27.2K +2,375 +3%
SWM
467
Spire Wealth Management
Virginia
$897K +$837K +73,132 New
APA
468
American Portfolios Advisors
New York
$894K +$89.1K +7,789 +12%
VI
469
Vestcor Inc
New Brunswick, Canada
$891K -$19.5K -1,705 -2%
EH
470
Equitable Holdings
New York
$891K +$37.8K +3,305 +5%
IA
471
Insight Advisors
Pennsylvania
$875K +$866K +75,703 New
GIA
472
Gladstone Institutional Advisory
Florida
$872K +$495K +43,279 +155%
BAAM
473
Baker Avenue Asset Management
California
$868K +$811K +70,861 New
FAB
474
First American Bank
Illinois
$864K
SEIA
475
Signature Estate & Investment Advisors
California
$863K +$384K +33,521 +91%