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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
326
Sowell Financial Services
Arkansas
$601K -$17.4K -363 -3%
RHBC
327
R.H. Bluestein & Co
Michigan
$601K -$3.84K -80 -0.7%
SW
328
SVB Wealth
Massachusetts
$600K -$201K -4,186 -26%
BP
329
Ballentine Partners
Massachusetts
$600K +$12.8K +267 +2%
IWC
330
Integrated Wealth Concepts
Massachusetts
$599K -$71.1K -1,480 -11%
BSW
331
Buckingham Strategic Wealth
Missouri
$596K +$65.5K +1,363 +13%
GVAG
332
Great Valley Advisor Group
Delaware
$589K +$52.8K +1,099 +10%
MIP
333
Marietta Investment Partners
Wisconsin
$584K +$27.7K +576 +5%
GCA
334
Greenwood Capital Associates
South Carolina
$582K +$562K +11,686 New
CCA
335
Checchi Capital Advisers
California
$580K -$45K -936 -7%
Lido Advisors
336
Lido Advisors
California
$579K +$14.8K +309 +3%
Bessemer Group
337
Bessemer Group
New Jersey
$577K +$76.2K +1,586 +16%
CIG
338
Cairn Investment Group
Washington
$576K -$104K -2,164 -16%
SSG
339
Summit Securities Group
New York
$573K +$169K +3,520 +44%
IIC
340
Integrated Investment Consultants
Michigan
$571K +$551K +11,476 New
FT
341
Fiduciary Trust
Massachusetts
$570K -$138K -2,877 -20%
KWM
342
Kingsview Wealth Management
Oregon
$569K -$20.3K -422 -4%
BI
343
Ballast Inc
Kentucky
$567K +$121K +2,518 +28%
CF
344
Centaurus Financial
California
$567K +$172K +3,583 +46%
TCPWM
345
Traverso Chambers Private Wealth Management
California
$565K +$40.8K +850 +8%
BAM
346
Belpointe Asset Management
Nevada
$564K +$43K +894 +9%
LWM
347
Loveless Wealth Management
Montana
$557K
FFN
348
Focus Financial Network
Minnesota
$556K +$5.29K +110 +1%
BBA
349
BLB&B Advisors
Pennsylvania
$553K -$170K -3,545 -24%
JWS
350
Juncture Wealth Strategies
Arizona
$553K -$30.8K -640 -6%