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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1351
Prestige Wealth Management Group
New Jersey
$682K +$63.3K +294 +11%
OIA
1352
OneDigital Investment Advisors
Kansas
$681K -$36.1K -168 -5%
MFW
1353
Mosaic Family Wealth
Missouri
$681K +$215 +1 +0%
RMDI
1354
R.M. Davis Inc
Maine
$679K -$208K -965 -25%
LMIM
1355
Lockheed Martin Investment Management
Maryland
$675K
CF
1356
Copperwynd Financial
Arizona
$673K -$13.8K -64 -2%
MFG
1357
Magnus Financial Group
New York
$672K +$7.53K +35 +1%
MFG
1358
Merit Financial Group
Georgia
$671K +$55.5K +258 +10%
SIM
1359
SSI Investment Management
California
$668K -$2.37K -11 -0.4%
ECA
1360
Elevated Capital Advisors
Utah
$666K +$557K +2,590 New
PWAG
1361
Polaris Wealth Advisory Group
California
$662K +$281K +1,305 +89%
CCM
1362
Coldstream Capital Management
Washington
$661K +$9.25K +43 +2%
TCOT
1363
Trust Company of Toledo
Ohio
$660K -$32.3K -150 -5%
SAM
1364
Silvercrest Asset Management
New York
$652K -$43K -200 -7%
EFS
1365
Essex Financial Services
Connecticut
$648K -$353K -1,639 -37%
MWPCG
1366
Measured Wealth Private Client Group
New Hampshire
$648K +$592K +2,754 New
AA
1367
ALPS Advisors
Colorado
$646K -$147K -683 -20%
JFGIW
1368
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$642K -$17.2K -80 -3%
Lido Advisors
1369
Lido Advisors
California
$639K +$14.6K +68 +3%
MAM
1370
Morse Asset Management
Connecticut
$638K +$114K +530 +24%
MWM
1371
Mission Wealth Management
California
$637K +$55.1K +256 +10%
Hudson Bay Capital Management
1372
Hudson Bay Capital Management
Connecticut
$636K -$265K -1,230 -31%
MPI
1373
Mairs & Power Inc
Minnesota
$635K
FVWA
1374
Foster Victor Wealth Advisors
South Carolina
$635K +$134K +625 +30%
LBC
1375
Lowe Brockenbrough & Co
Virginia
$633K +$21.5K +100 +4%