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Name Holding Trade Value Shares
Change
Change in
Stake
SW
1401
SlateStone Wealth
Florida
$748K +$224K +1,577 +42%
RAM
1402
Roanoke Asset Management
New Jersey
$747K -$17.1K -120 -2%
SC
1403
Sawyer & Company
Massachusetts
$746K
MSS
1404
Mitchell Sinkler & Starr
Pennsylvania
$745K +$220K +1,545 +41%
P
1405
&Partners
Tennessee
$743K -$2.85K -20 -0.4%
IP
1406
Ignite Planners
California
$743K +$21.5K +151 +3%
NFG
1407
Norris Financial Group
South Carolina
$743K +$124K +870 +20%
BWM
1408
Baystate Wealth Management
Massachusetts
$743K -$102K -718 -12%
MLA
1409
My Legacy Advisors
Oregon
$742K +$5.83K +41 +0.8%
SIM
1410
Sentry Investment Management
Wisconsin
$742K -$150K -1,051 -17%
CCMG
1411
Clark Capital Management Group
Pennsylvania
$739K -$854 -6 -0.1%
IG
1412
ING Group
Netherlands
$739K -$48.2M -338,818 -98%
IPW
1413
Impact Partnership Wealth
Georgia
$738K +$4.13K +29 +0.6%
P
1414
Pitcairn
Pennsylvania
$738K +$35.1K +247 +5%
9WM
1415
9258 Wealth Management
Ohio
$736K +$285 +2 +0%
PWPS
1416
Pinnacle Wealth Planning Services
Ohio
$734K -$427 -3 -0.1%
BST
1417
Bath Savings Trust
Maine
$734K +$2.13K +15 +0.3%
OA
1418
Oxbow Advisors
Texas
$733K -$1.37M -9,641 -65%
RFA
1419
Register Financial Advisors
Georgia
$732K -$27.5K -193 -4%
LA
1420
Legacy Advisors
Pennsylvania
$731K +$741K +5,210 New
SFS
1421
Strategic Financial Services
New York
$730K -$6.26K -44 -0.8%
SF
1422
Summit Financial
New Jersey
$729K +$12.8K +90 +2%
MAWA
1423
Moss Adams Wealth Advisors
Washington
$728K +$4.98K +35 +0.7%
PWM
1424
Palumbo Wealth Management
New York
$727K +$6.54K +46 +0.9%
WAG
1425
Winthrop Advisory Group
Massachusetts
$726K +$8.25K +58 +1%