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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1276
Howland Capital Management
Massachusetts
$745K +$49.5K +105 +8%
BHA
1277
Beech Hill Advisors
New York
$744K – – –
PWM
1278
Prentice Wealth Management
New York
$740K +$3.77K +8 +0.5%
S
1279
SimplyRich
California
$740K +$151K +321 +27%
QC
1280
Quent Capital
New York
$740K -$167K -353 -19%
Kingswood Wealth Advisors
1281
Kingswood Wealth Advisors
California
$735K +$83K +176 +13%
EWA
1282
Eagle Wealth Advisors
Connecticut
$726K +$114K +242 +20%
Nicholas Hoffman & Company
1283
Nicholas Hoffman & Company
Georgia
$721K +$30.7K +65 +5%
Meridian Wealth Management
1284
Meridian Wealth Management
Kentucky
$721K -$542K -1,148 -44%
PW
1285
PUREfi Wealth
Massachusetts
$721K +$102K +217 +18%
UF
1286
Univest Financial
Pennsylvania
$719K -$9.44K -20 -1%
Waldron Private Wealth
1287
Waldron Private Wealth
Pennsylvania
$719K +$69.8K +148 +11%
FFA
1288
Founders Financial Alliance
North Carolina
$718K +$2.83K +6 +0.4%
SWA
1289
Stratos Wealth Advisors
Ohio
$716K -$112K -237 -14%
CWP
1290
Clark Wealth Partners
Illinois
$715K +$676K +1,432 +13,018%
FFP
1291
FourThought Financial Partners
Florida
$715K -$13.2K -28 -2%
Modera Wealth Management
1292
Modera Wealth Management
New Jersey
$715K +$119K +253 +21%
AWM
1293
Aprio Wealth Management
Georgia
$713K +$308K +653 +83%
BDL
1294
Banque de Luxembourg
Luxembourg
$712K +$87.8K +186 +15%
LWMM
1295
Legacy Wealth Management (Mississippi)
Mississippi
$706K – – –
IAS
1296
Insigneo Advisory Services
Florida
$705K +$82.1K +174 +14%
Salem Investment Counselors
1297
Salem Investment Counselors
North Carolina
$704K – – –
RFS
1298
Richardson Financial Services
Massachusetts
$703K -$7.08K -15 -1%
VCM
1299
Violich Capital Management
California
$702K – – –
CLIP
1300
Colter Lewis Investment Partners
Connecticut
$700K +$666K +1,411 New