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Name Holding Trade Value Shares
Change
Change in
Stake
NS
651
NBC Securities
Alabama
$555K -$26.2K -1,987 -4%
CWM
652
Cedar Wealth Management
California
$554K
AB
653
Atlas Brown
Kentucky
$547K -$13.4K -1,018 -2%
UWS
654
Unique Wealth Strategies
Illinois
$547K +$624K +47,408 New
IWP
655
Insight Wealth Partners
Texas
$546K +$4.2K +319 +0.7%
BCP
656
Blackhawk Capital Partners
Wisconsin
$545K +$296K +22,510 +91%
Bank Julius Baer & Co
657
Bank Julius Baer & Co
Switzerland
$541K +$618K +46,923 New
EB
658
Eastern Bank
Massachusetts
$541K -$4.02K -305 -0.6%
BCP
659
Blue Chip Partners
Michigan
$541K +$5.47K +415 +0.9%
TAM
660
Trust Asset Management
Texas
$539K
MWM
661
Maripau Wealth Management
Indiana
$538K +$9.86K +749 +2%
SC
662
Searle & Co
Connecticut
$538K +$75.8K +5,752 +14%
MC
663
Moors & Cabot
Massachusetts
$537K -$16.7K -1,267 -3%
FWM
664
Forteris Wealth Management
New York
$534K
TWP
665
Triad Wealth Partners
Kansas
$529K +$26.8K +2,035 +5%
FTWA
666
Fifth Third Wealth Advisors
Ohio
$527K -$27.8K -2,107 -4%
AU
667
AlphaGrep UK
$524K +$188K +14,281 +46%
DMBA
668
Deseret Mutual Benefit Administrators
Utah
$523K +$250K +18,958 +72%
MEAC
669
M.E. Allison & Co
Texas
$522K -$13.2K -999 -2%
IAS
670
Insigneo Advisory Services
Florida
$520K -$16.8K -1,278 -3%
Financial Engines Advisors
671
Financial Engines Advisors
California
$518K +$173K +13,107 +41%
EAM
672
Erste Asset Management
Austria
$517K
CW
673
CrossGen Wealth
North Carolina
$515K +$6.16K +468 +1%
EWS
674
Evergreen Wealth Solutions
Pennsylvania
$515K +$95.8K +7,273 +19%
AA
675
Advisory Alpha
Michigan
$514K +$11.3K +859 +2%