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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1326
Prentice Wealth Management
New York
$744K -$29.9K -59 -4%
FFP
1327
FourThought Financial Partners
Florida
$742K -$7.09K -14 -1%
CWP
1328
Clark Wealth Partners
Illinois
$739K -$10.1K -20 -1%
WA
1329
Waddell & Associates
Tennessee
$738K +$96.2K +190 +15%
PW
1330
PUREfi Wealth
Massachusetts
$737K -$16.7K -33 -2%
SIC
1331
Salem Investment Counselors
North Carolina
$737K – – –
VCM
1332
Violich Capital Management
California
$734K – – –
CCC
1333
Chesapeake Capital Corp
Florida
$731K +$714K +1,409 New
TWA
1334
Tandem Wealth Advisors
Arizona
$730K +$36K +71 +5%
FCB
1335
First County Bank
Connecticut
$729K +$2.03K +4 +0.3%
HKAM
1336
Horizon Kinetics Asset Management
New York
$727K – – –
SOAMC
1337
Spirit of America Management Corp
New York
$727K – – –
FH
1338
FWG Holdings
Florida
$725K -$99.3K -196 -12%
CS
1339
CapitalatWork SA
$724K – – –
Axa
1340
Axa
France
$724K +$539K +1,064 +200%
PL
1341
Plancorp LLC
Missouri
$723K -$62.8K -124 -8%
SGI
1342
Summit Global Investments
Utah
$723K -$183K -361 -21%
IIM
1343
InTrack Investment Management
Vermont
$723K +$2.53K +5 +0.4%
RFS
1344
Richardson Financial Services
Massachusetts
$722K -$12.7K -25 -2%
SCI
1345
Silver Coast Investments
United States
$721K +$99.3K +196 +16%
MG
1346
McHugh Group
Ohio
$719K -$7.6K -15 -1%
C
1347
Certuity
Florida
$719K +$77.5K +153 +12%
SVWAG
1348
Sound View Wealth Advisors Group
Georgia
$717K -$3.54K -7 -0.5%
PWP
1349
Phillips Wealth Planners
Mississippi
$715K +$68.4K +135 +11%
GRR
1350
Golden Reserve Retirement
Ohio
$707K +$343K +678 +99%