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Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
826
Live Oak Private Wealth
North Carolina
$342K -$2.67K -11 -0.8%
WMA
827
Wealth Management Associates
New Jersey
$341K
FAIM
828
Financial Advocates Investment Management
Washington
$339K +$6.3K +26 +2%
JWCA
829
J.W. Cole Advisors
Florida
$336K +$342K +1,411 New
MNBTD
830
Moody National Bank Trust Division
Texas
$334K -$180K -742 -35%
Carson Wealth (CWM LLC)
831
Carson Wealth (CWM LLC)
Nebraska
$334K
EWM
832
Endurance Wealth Management
Rhode Island
$334K +$12.6K +52 +4%
TCOO
833
Trust Company of Oklahoma
Oklahoma
$333K +$339K +1,400 New
ER
834
Enlightenment Research
Florida
$333K +$339K +1,400 New
PB
835
Pinnacle Bancorp
Nebraska
$330K
MPCG
836
Matrix Private Capital Group
New York
$329K -$23.5K -97 -7%
THWM
837
Taylor Hoffman Wealth Management
Virginia
$329K
TAM
838
Taurus Asset Management
New York
$327K
OPS
839
Orion Portfolio Solutions
Nebraska
$326K -$9.7K -40 -3%
ALAM
840
Asahi Life Asset Management
Japan
$324K +$58.2K +240 +21%
BP
841
Ballentine Partners
Massachusetts
$323K +$54.8K +226 +20%
FNFDCM
842
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$321K -$25.9K -107 -7%
NB
843
Northwest Bancshares
Pennsylvania
$321K
AWM
844
Avior Wealth Management
Nebraska
$318K -$112K -460 -26%
SEEDPG
845
S.E.E.D. Planning Group
New York
$316K -$89K -367 -22%
PS
846
Portfolio Strategies
New York
$316K
ST
847
Sabal Trust
Florida
$316K +$322K +1,329 New
SPC
848
Sigma Planning Corp
Michigan
$314K +$8.97K +37 +3%
KFGK
849
Keystone Financial Group (Kentucky)
Kentucky
$313K -$38.1K -157 -11%
KPW
850
Kore Private Wealth
New York
$312K +$88.3K +364 +38%