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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
726
Mindset Wealth Management
Indiana
$651K +$4.11K +59 +0.6%
SCP
727
Stamos Capital Partners
California
$650K -$276K -3,962 -29%
OWA
728
Outlook Wealth Advisors
Texas
$648K -$7.24K -104 -1%
NL
729
NWAM LLC
Washington
$647K -$19.8K -285 -3%
IFG
730
Independent Financial Group
California
$635K -$140K -2,014 -18%
CIA
731
Concurrent Investment Advisors
Florida
$629K -$75K -1,077 -10%
AW
732
Alteri Wealth
California
$627K +$5.36K +77 +0.8%
Capstone Investment Advisors
733
Capstone Investment Advisors
New York
$623K -$1.17M -16,793 -64%
SWP
734
Significant Wealth Partners
Illinois
$619K +$106K +1,517 +20%
FTWA
735
Fifth Third Wealth Advisors
Ohio
$619K -$5.85K -84 -0.9%
FTC
736
Farmers Trust Company
Ohio
$617K +$195K +2,798 +44%
PP
737
Patron Partners
Texas
$617K +$4.46K +64 +0.7%
SAM
738
Strategy Asset Managers
California
$617K +$637K +9,148 New
GRP
739
Global Retirement Partners
California
$616K -$432K -6,203 -40%
QC
740
Quent Capital
New York
$608K -$5.36K -77 -0.8%
SOAMC
741
Spirit of America Management Corp
New York
$607K
1M
742
1248 Management
Missouri
$606K -$251K -3,605 -29%
AAIS
743
ABN AMRO Investment Solutions
$606K +$625K +8,983 New
OC
744
Oppenheimer & Co
New York
$605K -$47.7K -685 -7%
FFM
745
Forum Financial Management
Illinois
$604K +$4.67K +67 +0.8%
LA
746
Lifeworks Advisors
Michigan
$602K +$7.17K +103 +1%
ZI
747
ZEGA Investments
Florida
$600K +$3.2K +46 +0.5%
SFI
748
Siemens Fonds Invest
Germany
$594K
TS
749
TradeWell Securities
Indiana
$594K +$3.13K +45 +0.5%
WPC
750
Wedmont Private Capital
Pennsylvania
$591K -$2.58K -37 -0.4%