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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1576
Beacon Financial Group
Texas
$2.15M -$70.4K -154 -3%
SPG
1577
Strategic Planning Group
Utah
$2.14M +$285K +623 +16%
CWM
1578
Compass Wealth Management
Connecticut
$2.14M -$22.9K -50 -1%
WIC
1579
Woodmont Investment Counsel
Tennessee
$2.14M +$317K +693 +18%
SWM
1580
Sendero Wealth Management
Texas
$2.14M -$28.3K -62 -1%
JWCA
1581
J.W. Coons Advisors
Ohio
$2.14M -$119K -260 -6%
CWS
1582
Confluence Wealth Services
Pennsylvania
$2.13M +$347K +760 +21%
PAS
1583
Point72 Asia (Singapore)
Singapore
$2.13M +$1.49M +3,251 +276%
SMC
1584
Smith, Moore & Co
Missouri
$2.13M +$76.3K +167 +4%
CWA
1585
Consilium Wealth Advisory
Texas
$2.13M +$77.7K +170 +4%
SPIS
1586
Steward Partners Investment Solutions
Oregon
$2.12M +$841K +1,839 +72%
CWM
1587
Calamos Wealth Management
Illinois
$2.11M -$2.1M -4,602 -51%
SIA
1588
SkyView Investment Advisors
New Jersey
$2.1M +$256K +560 +15%
AMCA
1589
Arthur M. Cohen & Associates
Illinois
$2.1M +$32K +70 +2%
AIP
1590
Alapocas Investment Partners
Massachusetts
$2.1M +$914 +2 +0%
WC
1591
Westhampton Capital
North Carolina
$2.09M +$22.9K +50 +1%
VT
1592
Vise Technologies
New York
$2.08M +$47.1K +103 +2%
AC
1593
Avestar Capital
New York
$2.08M +$425K +929 +27%
TCA
1594
Transcend Capital Advisors
New Jersey
$2.08M +$23.3K +51 +1%
SF
1595
Summit Financial
New Jersey
$2.07M -$165K -362 -8%
BFS
1596
Bard Financial Services
Connecticut
$2.07M +$20.6K +45 +1%
SI
1597
Scharf Investments
California
$2.06M +$93.3K +204 +5%
WTC
1598
WhitTier Trust Company
Nevada
$2.06M +$247K +541 +14%
SF
1599
Symphony Financial
Texas
$2.06M -$834K -1,825 -30%
KLI
1600
Kelman-Lazarov Inc
Tennessee
$2.05M -$13.7K -30 -0.7%