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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Apollon Wealth Management
South Carolina
$431K +$31.1K +1,168 +8%
CCFM
602
Clear Creek Financial Management
Washington
$429K -$20.9K -786 -5%
CIA
603
Capital Investment Advisors
Georgia
$428K -$22.8K -855 -5%
SPI
604
Strategic Planning Inc
Ohio
$426K +$2.8K +105 +0.7%
NP
605
NorthRock Partners
Minnesota
$422K +$191K +7,171 +86%
IPW
606
Impact Partnership Wealth
Georgia
$421K -$13.2K -497 -3%
S
607
SignatureFD
Georgia
$419K -$39.2K -1,471 -9%
SF
608
Summit Financial
New Jersey
$418K +$9.57K +359 +2%
BCG
609
BayBridge Capital Group
California
$417K -$1.07M -40,310 -72%
EFMC
610
Empire Financial Management Company
New York
$411K
CWP
611
Clark Wealth Partners
Illinois
$409K +$483K +18,127 +7,950%
SMH
612
Sanders Morris Harris
Texas
$408K +$400K +15,000 New
SPFA
613
Summit Place Financial Advisors
New Jersey
$407K +$399K +14,954 New
FTC
614
Farmers Trust Company
Ohio
$404K -$3.09K -116 -0.8%
CFB
615
Cullen/Frost Bankers
Texas
$403K +$53.3K +2,001 +16%
PCMN
616
Paradigm Capital Management (Nevada)
Nevada
$398K -$116K -4,344 -23%
SS
617
SBI Securities
Japan
$398K -$14.5K -543 -4%
HFS
618
Hantz Financial Services
Michigan
$396K -$99.6K -3,736 -20%
PCA
619
Pallas Capital Advisors
Massachusetts
$395K +$387K +14,524 New
SW
620
SVB Wealth
Massachusetts
$395K +$34.4K +1,290 +10%
AW
621
Alteri Wealth
California
$389K +$41K +1,538 +12%
JFGIW
622
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$388K -$18.5K -696 -5%
CFG
623
Citizens Financial Group
Rhode Island
$388K +$64.8K +2,430 +21%
WBWA
624
William B. Walkup & Associates
South Carolina
$387K +$933 +35 +0.2%
CAM
625
Cidel Asset Management
Ontario, Canada
$387K +$36.1K +1,356 +11%