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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
651
Mattern Wealth Management
Kansas
$1.8M +$283K +916 +19%
SIA
652
SkyView Investment Advisors
New Jersey
$1.8M -$7.68M -24,848 -81%
BHIA
653
Birch Hill Investment Advisors
Massachusetts
$1.79M +$52.6K +170 +3%
S
654
SignatureFD
Georgia
$1.77M +$9.89K +32 +0.6%
TSWM
655
Triangle Securities Wealth Management
North Carolina
$1.75M +$271K +875 +19%
Lido Advisors
656
Lido Advisors
California
$1.74M +$71.1K +230 +4%
IC
657
IEQ Capital
California
$1.74M +$44.2K +143 +3%
SW
658
StrongBox Wealth
Missouri
$1.74M -$403K -1,304 -19%
HWM
659
HB Wealth Management
Georgia
$1.74M +$13K +42 +0.8%
JIR
660
James Investment Research
Ohio
$1.73M -$117K -377 -7%
UCFA
661
United Capital Financial Advisors
Texas
$1.72M +$418K +1,352 +34%
ST
662
Smithfield Trust
Pennsylvania
$1.69M -$64.9K -210 -4%
MGWM
663
Marks Group Wealth Management
Minnesota
$1.67M +$363K +1,175 +29%
SNBOSCI
664
Security National Bank of Sioux City Iowa
Iowa
$1.65M -$170K -551 -10%
SFSG
665
Sound Financial Strategies Group
Mississippi
$1.65M +$978K +3,164 +158%
SWM
666
Sendero Wealth Management
Texas
$1.65M +$232K +749 +17%
KWM
667
Kingsview Wealth Management
Oregon
$1.63M +$115K +373 +8%
WF
668
WoodTrust Financial
Wisconsin
$1.61M +$364K +1,176 +30%
SC
669
Scotia Capital
Ontario, Canada
$1.6M +$23.5K +76 +2%
CMANY
670
Capital Management Associates (New York)
New York
$1.6M
YWP
671
YorkBridge Wealth Partners
New York
$1.6M +$11.1K +36 +0.7%
MF
672
Manchester Financial
California
$1.59M +$1.54M +4,991 New
CAM
673
Cresset Asset Management
Illinois
$1.56M -$776K -2,509 -34%
BSW
674
Buckingham Strategic Wealth
Missouri
$1.56M +$19.5K +63 +1%
CT
675
Coastline Trust
Rhode Island
$1.53M -$4.64K -15 -0.3%