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Name Holding Trade Value Shares
Change
Change in
Stake
SWMP
501
Signature Wealth Management Partners
New Jersey
$264K
HAG
502
HF Advisory Group
Maryland
$262K +$249K +7,462 New
Lido Advisors
503
Lido Advisors
California
$262K -$137K -4,120 -36%
CA
504
Calton & Associates
Florida
$261K +$247K +7,426 New
BDS
505
Banco de Sabadell
Florida
$260K +$3.5K +105 +1%
NSIM
506
North Star Investment Management
Illinois
$259K
MIS
507
Morningstar Investment Services
Illinois
$256K -$10.5K -316 -4%
SWM
508
Seed Wealth Management
Illinois
$254K +$240K +7,220 New
NIA
509
NIA Impact Advisors
California
$252K -$168K -5,052 -41%
CC
510
Chicago Capital
Illinois
$249K
LNB
511
Ledyard National Bank
$248K
GCAC
512
Guardian Capital Advisors (Canada)
Ontario, Canada
$248K -$410K -12,296 -64%
IFG
513
Independent Financial Group
California
$248K +$8.33K +250 +4%
RCWM
514
Royal Capital Wealth Management
Indiana
$247K +$234K +7,024 New
HNB
515
Huntington National Bank
Ohio
$244K -$7.56K -227 -3%
BCM
516
Boltwood Capital Management
California
$244K +$231K +6,943 New
KFC
517
Klingenstein Fields & Co
New York
$243K +$2.06K +62 +0.9%
PT
518
Plimoth Trust
Massachusetts
$243K
CHP
519
Cable Hill Partners
Oregon
$242K +$228K +6,834 New
PCA
520
Personal Capital Advisors
California
$242K -$2.3K -69 -1%
FB
521
Fulton Bank
Pennsylvania
$241K -$192K -5,773 -46%
MYIA
522
Mount Yale Investment Advisors
Colorado
$239K -$582K -17,483 -72%
PWM
523
Perigon Wealth Management
California
$239K +$227K +6,804 New
MWM
524
Mission Wealth Management
California
$235K -$3.63K -109 -2%
LG
525
Leuthold Group
Minnesota
$234K +$222K +6,660 New