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Name Holding Trade Value Shares
Change
Change in
Stake
4WM
1451
44 Wealth Management
Oregon
$1.19M +$1.01M +5,134 New
SWA
1452
Stratos Wealth Advisors
Ohio
$1.19M -$35.5K -181 -3%
OA
1453
Operose Advisors
Wisconsin
$1.18M -$10.6K -54 -1%
PCS
1454
Personal CFO Solutions
New Jersey
$1.18M +$14.9K +76 +1%
BMC
1455
Benin Management Corp
Connecticut
$1.18M -$40.8K -208 -4%
BMC
1456
Beaton Management Company
Massachusetts
$1.18M – – –
PP
1457
Paloma Partners
Connecticut
$1.18M +$387K +1,973 +59%
AWM
1458
Accurate Wealth Management
Florida
$1.18M +$38.2K +195 +4%
KC
1459
Kades & Cheifetz
Pennsylvania
$1.17M -$16.9K -86 -2%
LIA
1460
LBMC Investment Advisors
Tennessee
$1.17M -$25.1K -128 -2%
AP
1461
Atwood & Palmer
Missouri
$1.17M – – –
CFA
1462
Cahill Financial Advisors
Minnesota
$1.17M -$68K -347 -6%
DIM
1463
Delta Investment Management
California
$1.17M -$46.3K -236 -4%
SP
1464
Stablepoint Partners
Massachusetts
$1.16M +$1.18K +6 +0.1%
MG
1465
Mather Group
Illinois
$1.16M -$977K -4,981 -49%
HL
1466
HeadInvest LLC
Maine
$1.16M -$44.1K -225 -4%
9WM
1467
9258 Wealth Management
Ohio
$1.16M +$41.6K +212 +4%
APW
1468
Austin Private Wealth
Texas
$1.16M +$417K +2,128 +69%
KMWM
1469
Keudell/Morrison Wealth Management
Oregon
$1.15M +$5.29K +27 +0.5%
GAG
1470
GM Advisory Group
New York
$1.15M +$11.4K +58 +1%
AFM
1471
Armstrong Fleming & Moore
District of Columbia
$1.15M -$28.4K -145 -3%
HPM
1472
Hoxton Planning & Management
West Virginia
$1.15M +$53.5K +273 +6%
AIA
1473
Allied Investment Advisors
Montana
$1.15M -$11.8K -60 -1%
WMA
1474
Wealth Management Associates
New Jersey
$1.15M +$9.02K +46 +0.9%
PFA
1475
Pure Financial Advisors
California
$1.15M +$49.4K +252 +5%