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Name Holding Trade Value Shares
Change
Change in
Stake
SWMP
851
Signature Wealth Management Partners
New Jersey
$348K +$26 +2 +0%
WSC
852
Wellington Shields & Co
New York
$348K -$13K -1,000 -3%
UM
853
UniSuper Management
Australia
$348K
PWM
854
Purus Wealth Management
California
$347K -$12K -922 -3%
Financial Engines Advisors
855
Financial Engines Advisors
California
$347K -$519 -40 -0.1%
NP
856
NorthRock Partners
Minnesota
$346K -$6.1K -470 -2%
MW
857
Marcum Wealth
Ohio
$346K -$27.5K -2,120 -7%
PGWM
858
Pitti Group Wealth Management
New York
$345K +$20.2K +1,557 +6%
CAM
859
Concorde Asset Management
Michigan
$344K +$18.1K +1,394 +5%
SS
860
Sunbelt Securities
Texas
$342K -$40.8K -3,145 -10%
PTC
861
Private Trust Company
Ohio
$341K -$23.3K -1,791 -6%
HI
862
Horizon Investments
North Carolina
$340K +$8.98K +692 +3%
CWP
863
Curated Wealth Partners
California
$340K
OWA
864
Octavia Wealth Advisors
Ohio
$340K +$14.6K +1,128 +4%
QP
865
Quilter Plc
United Kingdom
$339K
HIIFS
866
Harel Insurance Investments & Financial Services
Israel
$338K +$278K +21,385 +381%
RWP
867
Ridgecrest Wealth Partners
California
$335K -$12.8K -984 -4%
LPAM
868
Lodestar Private Asset Management
California
$335K +$11.3K +870 +3%
CGL
869
Clarius Group LLC
Washington
$334K -$111K -8,530 -24%
BAAM
870
Baker Avenue Asset Management
California
$332K +$4.63K +357 +1%
BWP
871
Balboa Wealth Partners
Arizona
$332K -$54.5K -4,200 -14%
CIC
872
Carnegie Investment Counsel
Ohio
$331K -$38K -2,925 -10%
CBFP
873
Cedar Brook Financial Partners
Ohio
$331K -$7.71K -594 -2%
XF
874
XML Financial
Maryland
$331K -$149K -11,470 -30%
LA
875
LexAurum Advisors
Kansas
$329K -$4.35K -335 -1%