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Name Holding Trade Value Shares
Change
Change in
Stake
CB
1126
Chris Bulman
California
$935K +$10.8K +18 +1%
KWM
1127
Kingsview Wealth Management
Oregon
$930K -$24K -40 -3%
SA
1128
SRN Advisors
Pennsylvania
$928K -$21K -35 -2%
MCC
1129
Money Concepts Capital
Florida
$927K +$61.3K +102 +7%
SMA
1130
Sage Mountain Advisors
Georgia
$923K +$133K +222 +17%
IAS
1131
Insigneo Advisory Services
Florida
$923K -$391K -651 -30%
PCM
1132
Palisade Capital Management
New Jersey
$921K -$1.64M -2,724 -64%
IFWM
1133
Institute for Wealth Management
Colorado
$915K -$1.2K -2 -0.1%
PWP
1134
Precedent Wealth Partners
Texas
$913K +$314K +523 +54%
VST
1135
Van Strum & Towne
California
$912K
FFBTD
1136
First Financial Bank - Trust Division
Ohio
$909K -$601 -1 -0.1%
NB
1137
NBT Bank
New York
$905K -$28.8K -48 -3%
RCA
1138
Roberts Capital Advisors
Colorado
$903K +$883K +1,470 New
ST
1139
Smithfield Trust
Pennsylvania
$898K -$5.41K -9 -0.6%
LCGC
1140
Legacy Capital Group California
California
$896K -$5.41K -9 -0.6%
WPP
1141
Whalerock Point Partners
Rhode Island
$892K +$6K +10 +0.7%
GAMC
1142
Garner Asset Management Corp
Texas
$886K -$87.1K -145 -9%
CSPIA
1143
Cary Street Partners Investment Advisory
Virginia
$881K -$61.9K -103 -7%
GWP
1144
Gen-Wealth Partners
Michigan
$879K +$118K +197 +16%
HSA
1145
HBK Sorce Advisory
Pennsylvania
$875K +$3K +5 +0.4%
DWM
1146
Drive Wealth Management
Utah
$871K +$395K +658 +87%
IIA
1147
ICW Investment Advisors
Arizona
$868K +$71.5K +119 +9%
Westfield Capital Management
1148
Westfield Capital Management
Massachusetts
$866K
Koshinski Asset Management
1149
Koshinski Asset Management
Illinois
$859K +$185K +308 +28%
GWA
1150
Gratus Wealth Advisors
Virginia
$858K -$8.41K -14 -1%