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Name Holding Trade Value Shares
Change
Change in
Stake
NW
1476
Naviter Wealth
Arkansas
$1.85M +$36.5K +91 +2%
EWS
1477
Evergreen Wealth Solutions
Pennsylvania
$1.84M -$112K -279 -6%
TWM
1478
TriaGen Wealth Management
California
$1.84M -$13.6K -34 -0.7%
DFG
1479
Delta Financial Group
New Jersey
$1.83M +$3.21K +8 +0.2%
SMH
1480
Sanders Morris Harris
Texas
$1.83M – – –
RFG Advisory
1481
RFG Advisory
Alabama
$1.83M +$585K +1,458 +46%
MA
1482
Mutual Advisors
Nebraska
$1.83M -$212K -528 -10%
MTIC
1483
Missouri Trust & Investment Company
Missouri
$1.81M -$401 -1 -0%
CWM
1484
Chemistry Wealth Management
New York
$1.81M -$97.9K -244 -5%
BFG
1485
Beacon Financial Group
Texas
$1.81M +$30.1K +75 +2%
GA
1486
Geller Advisors
New York
$1.8M -$672K -1,674 -27%
CCA
1487
Cobblestone Capital Advisors
New York
$1.8M -$8.03K -20 -0.4%
SNB
1488
Security National Bank
Nebraska
$1.79M – – –
PWMG
1489
Prestige Wealth Management Group
New Jersey
$1.79M +$883K +2,200 +95%
PTP
1490
Platform Technology Partners
New York
$1.79M -$24.1K -60 -1%
PP
1491
Patron Partners
Texas
$1.78M +$9.63K +24 +0.5%
VCM
1492
Vetamer Capital Management
California
$1.78M -$595K -1,482 -25%
CWM
1493
Compass Wealth Management
Connecticut
$1.78M – – –
SIS
1494
Strategic Investment Solutions
Illinois
$1.77M +$1.74M +4,340 +6,200%
Summit Financial
1495
Summit Financial
New Jersey
$1.77M +$626K +1,559 +54%
TIMH
1496
Tilt Investment Management Holdings
New York
$1.76M – – –
Blue Trust Inc
1497
Blue Trust Inc
Georgia
$1.75M +$346K +862 +24%
SWM
1498
Sendero Wealth Management
Texas
$1.75M +$59.8K +149 +3%
KI
1499
Kapitalo Investimentos
Brazil
$1.75M +$1.35M +3,367 +321%
WAP
1500
Wealthcare Advisory Partners
Pennsylvania
$1.74M -$47.4K -118 -3%