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Name Holding Trade Value Shares
Change
Change in
Stake
SSWG
976
Seven Springs Wealth Group
Tennessee
$556K +$1.11K +4 +0.2%
MWM
977
Mattern Wealth Management
Kansas
$554K +$591K +2,135 New
XWM
978
Xcel Wealth Management
Florida
$553K -$13.8K -50 -2%
PFS
979
Prospera Financial Services
Texas
$553K +$338K +1,222 +135%
TNB
980
Thomasville National Bank
Georgia
$549K -$55.7K -201 -9%
NIM
981
Northeast Investment Management
Massachusetts
$548K +$2.77K +10 +0.5%
HAG
982
HighPoint Advisor Group
Illinois
$546K +$95.8K +346 +20%
UMC
983
United Maritime Capital
New York
$545K +$582K +2,100 New
PCM
984
Parsons Capital Management
Rhode Island
$541K -$1.11K -4 -0.2%
HA
985
Hamel Associates
New Jersey
$534K -$9.69K -35 -2%
VFPI
986
Vantage Financial Partners (Illinois)
Illinois
$532K
ALAM
987
Asahi Life Asset Management
Japan
$532K +$241K +870 +74%
NRS
988
Neville Rodie & Shaw
New York
$531K
TCOV
989
Trust Company of Vermont
Vermont
$531K +$78.4K +283 +16%
PPCM
990
Pillar Pacific Capital Management
California
$528K -$24.9K -90 -4%
CP
991
Camelot Portfolios
Ohio
$528K +$62.9K +227 +13%
CCA
992
Checchi Capital Advisers
California
$525K -$103K -372 -16%
EWM
993
Edge Wealth Management
New York
$522K -$39.1K -141 -7%
ACP
994
Ashfield Capital Partners
California
$519K
HFM
995
Hartford Financial Management
Connecticut
$519K
TPCW
996
TD Private Client Wealth
New York
$514K -$249K -900 -31%
BIA
997
BHK Investment Advisors
Alabama
$512K +$25.2K +91 +5%
AWM
998
Apollon Wealth Management
South Carolina
$511K +$545K +1,966 New
Carson Wealth (CWM LLC)
999
Carson Wealth (CWM LLC)
Nebraska
$507K
FMWA
1000
Forvis Mazars Wealth Advisors
Missouri
$506K +$286K +1,033 +113%