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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
776
Modera Wealth Management
New Jersey
$305K -$20.7K -2,033 -7%
VWA
777
Visionary Wealth Advisors
Illinois
$303K -$4K -393 -1%
TA
778
Tactive Advisors
Florida
$299K +$281K +27,557 New
LPAM
779
Lodestar Private Asset Management
California
$299K -$2.11K -207 -0.7%
MFIM
780
Mesirow Financial Investment Management
Illinois
$298K -$17.1K -1,683 -6%
ESBC
781
E.S. Barr & Co
Kentucky
$297K +$109K +10,700 +64%
CFA
782
Capstone Financial Advisors
Illinois
$297K -$367 -36 -0.1%
KJWM
783
Kiley Juergens Wealth Management
Washington
$295K -$51.3K -5,038 -16%
AP
784
Appleton Partners
Massachusetts
$294K
PA
785
PFG Advisors
Arizona
$290K +$66K +6,479 +32%
GWM
786
Greenhouse Wealth Management
Connecticut
$289K +$4.01K +394 +2%
RA
787
RFG Advisory
Alabama
$289K +$3.95K +388 +1%
BCP
788
Blackhawk Capital Partners
Wisconsin
$288K -$211K -20,727 -44%
CI Investments Inc
789
CI Investments Inc
Ontario, Canada
$286K -$286K -28,109 -52%
PA
790
Prossimo Advisors
California
$286K +$60.6K +5,947 +29%
APG
791
Abacus Planning Group
South Carolina
$286K +$58.3K +5,730 +28%
DWP
792
Daymark Wealth Partners
Ohio
$285K +$10.4K +1,025 +4%
SW
793
SVB Wealth
Massachusetts
$285K +$267K +26,248 New
BAM
794
Berkshire Asset Management
Pennsylvania
$283K -$2.81K -276 -1%
AAS
795
Annex Advisory Services
Wisconsin
$282K -$326 -32 -0.1%
SWA
796
Sax Wealth Advisors
New Jersey
$282K +$8.57K +842 +3%
WWM
797
Western Wealth Management
Colorado
$281K +$1.7K +167 +0.6%
WPIC
798
White Pine Investment Company
Michigan
$281K -$17.3K -1,700 -6%
WAM
799
Wernau Asset Management
Massachusetts
$281K -$81K -7,955 -24%
SI
800
Severin Investments
Missouri
$281K +$28.6K +2,810 +12%