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Name Holding Trade Value Shares
Change
Change in
Stake
WW
726
Waterfront Wealth
Kansas
$629K +$640K +3,375 New
MCC
727
Money Concepts Capital
Florida
$629K +$947 +5 +0.1%
AWE
728
Avidian Wealth Enterprises
Texas
$626K -$1.14K -6 -0.2%
HWMA
729
Heritage Wealth Management (Arizona)
Arizona
$626K +$636K +3,358 New
JSL
730
JT Stratford LLC
Georgia
$622K -$40.4K -213 -6%
WA
731
WBH Advisory
Maryland
$619K -$14.2K -75 -2%
HSA
732
HBK Sorce Advisory
Pennsylvania
$617K -$2.08K -11 -0.3%
MWM
733
Meridian Wealth Management
Kentucky
$615K -$911K -4,809 -59%
BL
734
Balentine LLC
Georgia
$613K -$261K -1,377 -30%
FTIS
735
First Trust Investment Solutions
Florida
$613K +$623K +3,288 New
SWM
736
Silverlake Wealth Management
Vermont
$611K -$54.2K -286 -8%
KWM
737
KFG Wealth Management
Indiana
$609K -$14K -74 -2%
BB
738
Burford Brothers
Texas
$608K +$618K +3,263 New
PTC
739
Petrus Trust Company
Texas
$608K +$352K +1,857 +132%
FNT
740
First National Trust
Pennsylvania
$608K -$49.6K -262 -7%
CRC
741
Curi RMB Capital
Illinois
$607K -$758 -4 -0.1%
FIM
742
Fernwood Investment Management
Massachusetts
$606K
IIM
743
Ipswich Investment Management
Massachusetts
$606K
DF
744
Donoghue Forlines
Massachusetts
$604K -$45.3K -239 -7%
KTM
745
Keeler Thomas Management
Utah
$600K
HI
746
Harbour Investments
Wisconsin
$598K +$209K +1,105 +53%
UH
747
Unigestion Holding
Switzerland
$595K
FG
748
Foster Group
Iowa
$591K
CAMG
749
CWA Asset Management Group
Florida
$589K +$205K +1,081 +52%
TCBWMS
750
Texas Capital Bank Wealth Management Services
Texas
$584K +$594K +3,133 New