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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
776
Strategy Asset Managers
California
$1.08M +$1.3K +3 +0.1%
JMFC
777
J.M. Forbes & Co
Massachusetts
$1.07M
CCA
778
Checchi Capital Advisers
California
$1.07M -$8.24K -19 -0.9%
FWM
779
FSA Wealth Management
Massachusetts
$1.06M -$45.1K -104 -5%
BWP
780
BSW Wealth Partners
Colorado
$1.06M -$13K -30 -1%
GAMC
781
Garner Asset Management Corp
Texas
$1.06M
VFA
782
Voya Financial Advisors
Connecticut
$1.05M -$2.85M -6,568 -75%
ATC
783
Argent Trust Co
Tennessee
$1.04M +$5.2K +12 +0.6%
CAG
784
Crestwood Advisors Group
Massachusetts
$1.03M +$910K +2,099 New
IC
785
Iconiq Capital
California
$1.03M
PT
786
Plimoth Trust
Massachusetts
$1.02M -$38.2K -88 -4%
VC
787
Veracity Capital
Georgia
$1.02M -$39.5K -91 -4%
ECM
788
Evergreen Capital Management
Washington
$1.01M +$35.6K +82 +4%
HBT
789
Heartland Bank & Trust
Illinois
$1M -$94.1K -217 -10%
PWPS
790
Pinnacle Wealth Planning Services
Ohio
$1M -$46.4K -107 -5%
HLA
791
Hamilton Lane Advisors
Pennsylvania
$991K +$876K +2,021 New
BAMF
792
BI Asset Management Fondsmaeglerselskab
Denmark
$990K -$915K -2,111 -51%
ACS
793
Archford Capital Strategies
Illinois
$989K -$852K -1,966 -49%
ESBC
794
E.S. Barr & Co
Kentucky
$989K
AWM
795
Altium Wealth Management
New York
$984K +$37.7K +87 +5%
PHAM
796
Palisades Hudson Asset Management
Florida
$983K
BFO
797
Boston Family Office
Massachusetts
$982K
AFA
798
Abacus FCF Advisors
Florida
$978K -$62K -143 -7%
Bank Julius Baer & Co
799
Bank Julius Baer & Co
Switzerland
$976K -$2.86M -6,590 -77%
SFFS
800
Stonehage Fleming Financial Services
Jersey
$972K -$60.3K -139 -7%