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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
626
Maripau Wealth Management
Indiana
$449K +$7.72K +790 +2%
Brown Advisory
627
Brown Advisory
Maryland
$447K -$42.5K -4,350 -9%
AAA
628
American Alpha Advisors
New York
$446K +$435K +44,506 New
IAS
629
Insigneo Advisory Services
Florida
$446K -$213K -21,844 -33%
KIG
630
Kennedy Investment Group
New Jersey
$445K +$9.18K +940 +2%
AFP
631
Ausdal Financial Partners
Iowa
$441K +$190K +19,457 +79%
ISWM
632
Independent Solutions Wealth Management
New York
$439K -$125K -12,847 -23%
TA
633
TFG Advisers
Michigan
$437K -$21.5K -2,206 -5%
CFA
634
Cahill Financial Advisors
Minnesota
$435K +$103K +10,568 +32%
KWM
635
Kaydan Wealth Management
Michigan
$430K
SF
636
Summit Financial
New Jersey
$428K +$12.7K +1,302 +3%
MFA
637
Mayflower Financial Advisors
Massachusetts
$428K -$177K -18,088 -30%
RSWM
638
Robertson Stephens Wealth Management
California
$424K -$3.54K -362 -0.8%
FAIM
639
Financial Advocates Investment Management
Washington
$422K -$100K -10,235 -20%
SWA
640
Stratos Wealth Advisors
Ohio
$421K +$12.4K +1,268 +3%
PA
641
Planning Alternatives
Michigan
$420K +$24K +2,462 +6%
SW
642
SkyOak Wealth
Michigan
$419K -$1.78K -182 -0.4%
SOS
643
Silver Oak Securities
Tennessee
$416K +$18.1K +1,850 +5%
WAM
644
WNY Asset Management
New York
$415K +$56.3K +5,762 +16%
SCA
645
Snowden Capital Advisors
New York
$412K +$92.7K +9,490 +30%
PA
646
Probity Advisors
Texas
$412K +$78.4K +8,023 +24%
JSW
647
Journey Strategic Wealth
New Jersey
$408K +$183K +18,690 +85%
WA
648
WealthTrust Axiom
Pennsylvania
$407K -$39.1K -4,000 -9%
AMIM
649
Aull & Monroe Investment Management
Alabama
$405K -$34.2K -3,500 -8%
EWS
650
Evergreen Wealth Solutions
Pennsylvania
$405K -$2.03K -208 -0.5%