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Name Holding Trade Value Shares
Change
Change in
Stake
JSSH
651
J. Safra Sarasin Holding
$250K -$226K -754 -50%
EP
652
Essential Partners
California
$247K -$349K -1,165 -61%
DWM
653
Diversify Wealth Management
Utah
$247K +$3.9K +13 +2%
DAS
654
Diversify Advisory Services
Utah
$247K +$239K +796 New
CI
655
Cigna Investments
Connecticut
$246K +$220K +734 New
ITG
656
Index Technologies Group
New York
$246K +$220K +732 New
DWM
657
Dynasty Wealth Management
Florida
$244K +$218K +727 New
BW
658
BXM Wealth
Colorado
$244K +$217K +725 New
QFW
659
QTR Family Wealth
Florida
$244K +$217K +725 New
First Manhattan
660
First Manhattan
New York
$243K +$217K +722 New
BFIM
661
Beese Fulmer Investment Management
Ohio
$242K -$68.1K -227 -24%
JWS
662
Juncture Wealth Strategies
Arizona
$241K +$215K +718 New
DWP
663
Daymark Wealth Partners
Ohio
$241K +$215K +717 New
AP
664
Appleton Partners
Massachusetts
$239K +$214K +712 New
CAG
665
Crestwood Advisors Group
Massachusetts
$233K -$84.3K -281 -29%
MA
666
MONECO Advisors
Connecticut
$232K +$208K +692 New
DMIC
667
Dixon Mitchell Investment Counsel
British Columbia, Canada
$229K -$103K -342 -33%
QCG
668
Quadrant Capital Group
Ohio
$228K +$44.1K +147 +28%
DJYG
669
David J. Yvars Group
Florida
$228K +$203K +678 New
BRWA
670
B. Riley Wealth Advisors
Florida
$226K +$200K +667 New
Bank Julius Baer & Co
671
Bank Julius Baer & Co
Switzerland
$220K -$203K -678 -51%
DWM
672
Drive Wealth Management
Utah
$215K +$192K +641 New
KPWS
673
Kestra Private Wealth Services
Texas
$213K +$190K +635 New
KAM
674
Knightsbridge Asset Management
California
$210K +$187K +624 New
MWM
675
Modern Wealth Management
Kansas
$207K +$184K +615 New