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Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
1176
Cedar Brook Financial Partners
Ohio
$481K +$1.76K +19 +0.4%
LWM
1177
Laidlaw Wealth Management
New York
$480K -$202K -2,180 -32%
AIM
1178
Allen Investment Management
New York
$479K – – –
AP
1179
Appleton Partners
Massachusetts
$478K +$5.1K +55 +1%
Jump Financial
1180
Jump Financial
Illinois
$477K +$434K +4,686 New
BOPW
1181
Brandywine Oak Private Wealth
Pennsylvania
$477K – – –
VWA
1182
VERITY Wealth Advisors
United States
$476K – – –
HL
1183
HeadInvest LLC
Maine
$476K -$46.4K -501 -10%
Empirical Wealth Management
1184
Empirical Wealth Management
Washington
$476K +$164K +1,774 +61%
VCAM
1185
Van Cleef Asset Management
Ohio
$475K +$14.4K +155 +3%
MGWM
1186
Marks Group Wealth Management
Minnesota
$474K +$1.02K +11 +0.2%
DWT
1187
Dorsey & Whitney Trust
South Dakota
$473K +$118K +1,273 +38%
GWA
1188
GGM Wealth Advisors
Maryland
$468K +$278 +3 +0.1%
BNP Paribas Financial Markets
1189
BNP Paribas Financial Markets
France
$468K +$425K +4,592 New
SMC
1190
Smith, Moore & Co
Missouri
$467K +$9.17K +99 +2%
SFC
1191
Sprinkle Financial Consultants
Colorado
$464K +$422K +4,552 New
MWP
1192
Moller Wealth Partners
$464K – – –
MCC
1193
Money Concepts Capital
Florida
$461K +$419K +4,526 New
BWM
1194
BNC Wealth Management
Oregon
$460K -$17.2K -186 -4%
MIM
1195
Merrion Investment Management
New Jersey
$459K +$34.8K +376 +9%
NG
1196
Northstar Group
New York
$459K -$8.52K -92 -2%
PP
1197
PDS Planning
Ohio
$457K -$28K -302 -6%
SMA
1198
Sage Mountain Advisors
Georgia
$456K +$4.35K +47 +1%
HG
1199
Harbor Group
New Hampshire
$455K – – –
HR
1200
Howe & Rusling
New York
$454K +$14.2K +153 +4%