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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
876
Crestwood Advisors Group
Massachusetts
$314K +$26.9K +386 +10%
GA
877
Geller Advisors
New York
$313K +$418 +6 +0.1%
CA
878
Continuum Advisory
Idaho
$313K -$174K -2,497 -37%
GLLW
879
Graves Light Lenhart Wealth
Virginia
$312K
KA
880
Kovack Advisors
Florida
$311K +$139 +2 +0%
WAG
881
Wallace Advisory Group
California
$310K +$5.16K +74 +2%
QPWM
882
Quadrant Private Wealth Management
Pennsylvania
$310K -$146K -2,100 -33%
TW
883
Transform Wealth
Colorado
$308K -$9.1M -130,498 -97%
ICG
884
InterOcean Capital Group
Tennessee
$308K +$290K +4,158 New
BTI
885
Blue Trust Inc
Georgia
$308K +$47.4K +680 +20%
BC
886
Brookfield Corp
Ontario, Canada
$306K
MG
887
Mather Group
Illinois
$304K -$697 -10 -0.2%
QWP
888
Quotient Wealth Partners
Texas
$304K +$286K +4,102 New
DWM
889
Drive Wealth Management
Utah
$302K -$3K -43 -1%
DLA
890
Douglas Lane & Associates
New York
$302K +$6.69K +96 +2%
BJL
891
Brighton Jones LLC
Washington
$301K +$27K +387 +11%
CWM
892
Cornerstone Wealth Management
Missouri
$301K +$279 +4 +0.1%
FTC
893
Farmers Trust Company
Ohio
$299K -$6.41K -92 -2%
NP
894
Nilsine Partners
Colorado
$299K -$8.78K -126 -3%
EBT
895
Enterprise Bank & Trust
Massachusetts
$298K
AAM
896
AR Asset Management
California
$296K
JPMIA
897
J.P. Marvel Investment Advisors
Massachusetts
$296K
GI
898
GAMMA Investing
California
$295K +$41.2K +591 +17%
WWM
899
Western Wealth Management
Colorado
$295K -$7.6K -109 -3%
PBO
900
Peoples Bank (Ohio)
Ohio
$292K -$22K -315 -7%