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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1251
Carr Financial Group
Massachusetts
$880K +$3.04K +6 +0.4%
SWM
1252
Segment Wealth Management
Texas
$879K -$12.2K -24 -1%
SP
1253
SmartHarvest Portfolios
Washington
$878K +$9.12K +18 +1%
CP
1254
Clarendon Private
Massachusetts
$877K -$2.53K -5 -0.3%
AFT
1255
Alpha Family Trust
California
$877K -$111K -220 -12%
NP
1256
Nilsine Partners
Colorado
$877K +$30.4K +60 +4%
TNAM
1257
Terra Nova Asset Management
New York
$877K +$30.4K +60 +4%
AHL
1258
Abel Hall LLC
Louisiana
$875K +$76.5K +151 +10%
TW
1259
TritonPoint Wealth
Maryland
$870K -$67.4K -133 -7%
MAWA
1260
Moss Adams Wealth Advisors
Washington
$870K +$44.6K +88 +6%
AWCI
1261
Alpine Woods Capital Investors
New York
$865K +$844K +1,667 New
CWM
1262
Chesapeake Wealth Management
Virginia
$864K +$10.6K +21 +1%
FIA
1263
Foundations Investment Advisors
Arizona
$860K -$119K -234 -12%
GSWM
1264
Golden State Wealth Management
California
$858K +$275K +543 +49%
SWA
1265
Sax Wealth Advisors
New Jersey
$858K +$182K +360 +26%
BB
1266
Berkshire Bank
Massachusetts
$856K -$76K -150 -8%
AIIMS
1267
Analyst IMS Investment Management Services
Israel
$856K – – –
SIA
1268
SGL Investment Advisors
Montana
$855K +$492K +972 +127%
WHCI
1269
W.H. Cornerstone Investments
Massachusetts
$853K +$149K +294 +22%
PI
1270
PFG Investments
New York
$853K -$123K -242 -13%
SW
1271
Simplicity Wealth
New Jersey
$853K +$129K +254 +18%
CFO
1272
Cambient Family Office
Michigan
$851K -$9.62K -19 -1%
DA
1273
Drake & Associates
Wisconsin
$844K +$17.2K +34 +2%
BHWM
1274
Bar Harbor Wealth Management
New Hampshire
$843K -$4.05K -8 -0.5%
SRA
1275
Secured Retirement Advisors
Minnesota
$841K +$821K +1,620 New