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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1226
Kolinsky Wealth Management
New Jersey
$727K +$23K +36 +3%
FFM
1227
Forum Financial Management
Illinois
$725K +$5.11K +8 +0.7%
MIS
1228
Morningstar Investment Services
Illinois
$724K -$488K -765 -41%
BFA
1229
Beaumont Financial Advisors
Massachusetts
$720K +$112K +176 +19%
EWA
1230
Exencial Wealth Advisors
Oklahoma
$717K -$19.1K -30 -3%
QWM
1231
Quadcap Wealth Management
Texas
$712K -$91.3K -143 -12%
ZF
1232
Zega Financial
Florida
$712K +$700K +1,096 New
Koshinski Asset Management
1233
Koshinski Asset Management
Illinois
$711K +$177K +277 +34%
AC
1234
Abbrea Capital
California
$711K
PFS
1235
Prospera Financial Services
Texas
$711K +$163K +256 +31%
FNBOH
1236
First National Bank of Hutchinson
Kansas
$710K -$10.2K -16 -1%
NB
1237
NBT Bank
New York
$710K
CQS
1238
Credential Qtrade Securities
$708K -$1.77M -2,773 -72%
JWCA
1239
J.W. Cole Advisors
Florida
$708K +$268K +420 +62%
CD
1240
Chapin Davis
Maryland
$705K +$86.2K +135 +14%
LFA
1241
Legacy Financial Advisors
Kentucky
$703K +$49.2K +77 +8%
CT
1242
Chicago Trust
Illinois
$702K +$34.5K +54 +5%
SPC
1243
Sigma Planning Corp
Michigan
$702K +$689K +1,079 New
EWM
1244
Evercore Wealth Management
New York
$701K -$8.94K -14 -1%
TPM
1245
Triasima Portfolio Management
Quebec, Canada
$698K -$83K -130 -11%
LIM
1246
Leavell Investment Management
Alabama
$697K +$49.8K +78 +8%
VFA
1247
Voya Financial Advisors
Connecticut
$696K -$135K -212 -16%
PFBT
1248
Parkside Financial Bank & Trust
Missouri
$695K -$34.5K -54 -5%
IFWM
1249
Institute for Wealth Management
Colorado
$694K -$13.4K -21 -2%
MME
1250
Meag Munich Ergo
Germany
$692K -$1.57M -2,465 -70%