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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Perigon Wealth Management
California
$521K +$55.3K +3,142 +12%
ZCA
427
Zeke Capital Advisors
Pennsylvania
$519K -$64.7K -3,678 -11%
QCM
428
Qsemble Capital Management
New York
$516K +$521K +29,600 New
EP
429
Edgestream Partners
New Jersey
$515K +$520K +29,580 New
EFS
430
Essex Financial Services
Connecticut
$515K -$422 -24 -0.1%
SWM
431
Seed Wealth Management
Illinois
$514K +$519K +29,522 New
National Bank of Canada
432
National Bank of Canada
Quebec, Canada
$510K +$422K +24,008 +454%
MAS
433
Meeder Advisory Services
Ohio
$510K +$515K +29,292 New
NMIMC
434
Northwestern Mutual Investment Management Company
Wisconsin
$509K -$95K -5,400 -16%
IFWM
435
Institute for Wealth Management
Colorado
$508K -$3.24K -184 -0.6%
KWM
436
Kingsview Wealth Management
Oregon
$508K +$13.5K +768 +3%
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$505K +$27.7K +1,576 +6%
T
438
TCWP
Ohio
$502K -$100K -5,705 -17%
CFB
439
Cullen/Frost Bankers
Texas
$497K -$184K -10,472 -27%
FA
440
FDx Advisors
Illinois
$495K -$232K -13,203 -32%
CG
441
Cutler Group
California
$489K +$495K +28,122 New
MAG
442
MRA Advisory Group
New Jersey
$486K -$78K -4,434 -14%
SWP
443
Stratos Wealth Partners
Ohio
$481K -$11.7K -667 -2%
KLCM
444
KG&L Capital Management
Louisiana
$476K -$17K -967 -3%
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$474K -$11.8K -673 -2%
NL
446
NWAM LLC
Washington
$474K +$36.8K +2,091 +8%
BPA
447
Beacon Pointe Advisors
California
$472K -$24.7K -1,402 -5%
SM
448
Salzhauer Michael
$468K – – –
GBT
449
Grove Bank & Trust
Florida
$464K +$469K +26,639 New
ATPW
450
Ashton Thomas Private Wealth
Arizona
$460K +$11.4K +649 +3%