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Name Holding Trade Value Shares
Change
Change in
Stake
AL
1851
Arnhold LLC
New York
$696K
PP
1852
PDS Planning
Ohio
$695K +$125K +349 +22%
DA
1853
Detalus Advisors
Missouri
$693K -$77.3K -215 -10%
TA
1854
TFG Advisers
Michigan
$692K +$12.6K +35 +2%
MWA
1855
Meridian Wealth Advisors
Texas
$692K +$335K +932 +93%
CSWG
1856
Cardinal Strategic Wealth Guidance
Kentucky
$689K -$11.9K -33 -2%
S
1857
swisspartners
Liechtenstein
$688K
FLI
1858
Family Legacy Inc
South Carolina
$687K +$56.8K +158 +9%
SWA
1859
Sutton Wealth Advisors
Florida
$684K +$6.83K +19 +1%
WMA
1860
Wealth Management Associates
New Jersey
$684K -$10.8K -30 -2%
TFM
1861
TFC Financial Management
Massachusetts
$682K +$35.6K +99 +5%
IC
1862
Intersect Capital
California
$682K +$125K +348 +22%
NQWM
1863
Northwest Quadrant Wealth Management
Oregon
$681K -$140K -390 -17%
TFP
1864
Tilia Fiduciary Partners
North Carolina
$680K -$22.6K -63 -3%
MAM
1865
McLean Asset Management
Virginia
$680K +$26.2K +73 +4%
NCG
1866
Newport Capital Group
New Jersey
$679K
PAM
1867
Paradigm Asset Management
New York
$679K
BTIM
1868
BancFirst Trust & Investment Management
Oklahoma
$678K +$682K +1,897 New
AWM
1869
Absher Wealth Management
North Carolina
$677K +$1.44K +4 +0.2%
FW
1870
FirstPurpose Wealth
Utah
$672K +$64K +178 +10%
FFS
1871
Founders Financial Securities
Maryland
$672K +$73K +203 +12%
ED
1872
Exane Derivatives
France
$670K -$73K -203 -10%
FCFC
1873
First Commonwealth Financial Corp
Pennsylvania
$667K -$28K -78 -4%
FH
1874
FWG Holdings
Florida
$667K -$2.16K -6 -0.3%
SHFA
1875
SS&H Financial Advisors
Michigan
$667K +$671K +1,866 New