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Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
701
Walter & Keenan Wealth Management
Indiana
$819K +$463 +1 +0.1%
SVWAG
702
Sound View Wealth Advisors Group
Georgia
$819K +$16.7K +36 +2%
BAM
703
Blueshift Asset Management
New Jersey
$815K +$796K +1,717 New
CFGS
704
Concourse Financial Group Securities
Alabama
$812K -$83.4K -180 -10%
CPG
705
Cornerstone Planning Group
New Jersey
$806K +$1.39K +3 +0.2%
MIM
706
Morningstar Investment Management
Illinois
$804K +$346K +746 +80%
VT
707
Vise Technologies
New York
$804K +$535K +1,154 +214%
PIMG
708
Patriot Investment Management Group
Tennessee
$802K
FF
709
Friedenthal Financial
New Jersey
$800K +$781K +1,686 New
PAMG
710
Patton Albertson Miller Group
Tennessee
$794K +$230K +497 +42%
SC
711
Syon Capital
California
$791K -$11.6K -25 -1%
ATC
712
Argent Trust Co
Tennessee
$784K
WBC
713
Westpac Banking Corp
Australia
$783K +$201K +433 +36%
FFA
714
Farther Finance Advisors
California
$780K +$30.1K +65 +4%
CI
715
Cigna Investments
Connecticut
$776K -$18.1K -39 -2%
EI
716
Ellevest Inc
New York
$776K -$26K -56 -3%
STA
717
Summit Trail Advisors
New York
$775K +$60.2K +130 +9%
MG
718
Mather Group
Illinois
$774K -$82K -177 -10%
BCWM
719
Bartlett & Co Wealth Management
Ohio
$771K
SF
720
Summit Financial
New Jersey
$768K +$32.4K +70 +5%
AAM
721
Azzad Asset Management
Virginia
$768K -$92.7K -200 -11%
BCM
722
Brookstone Capital Management
Illinois
$765K +$30.1K +65 +4%
Group One Trading
723
Group One Trading
Illinois
$763K +$410K +884 +122%
CWM
724
Chronos Wealth Management
Florida
$761K +$312K +673 +72%
Balyasny Asset Management
725
Balyasny Asset Management
Illinois
$758K -$164K -353 -18%