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Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
1801
Jackson Grant Investment Advisers
Connecticut
$838K +$4.67K +61 +0.6%
EWM
1802
Empirical Wealth Management
Washington
$836K -$1.58M -20,631 -66%
AWM
1803
Avior Wealth Management
Nebraska
$835K +$38.3K +501 +5%
RSWM
1804
Robertson Stephens Wealth Management
California
$833K +$95.6K +1,250 +13%
FNC
1805
First National Corp
Massachusetts
$831K +$18.7K +245 +2%
SWMG
1806
Strategic Wealth Management Group
Maryland
$830K -$6.5K -85 -0.8%
SRC
1807
Sage Rhino Capital
California
$830K +$5.35K +70 +0.7%
GSWM
1808
Golden State Wealth Management
California
$830K +$308K +4,021 +61%
LFF
1809
Level Four Financial
Texas
$830K +$814K +10,638 New
UF
1810
Univest Financial
Pennsylvania
$828K -$40.7K -532 -5%
AWM
1811
Absher Wealth Management
North Carolina
$828K +$9.03K +118 +1%
BPCA
1812
Bank Pictet & Cie (Asia)
Singapore
$828K +$70.4K +921 +10%
SFO
1813
Stokes Family Office
Louisiana
$828K +$102K +1,336 +14%
KWM
1814
Keebeck Wealth Management
Illinois
$827K +$1.68K +22 +0.2%
FF
1815
FourThought Financial
Florida
$827K +$811K +10,603 New
LKIM
1816
Lawson Kroeker Investment Management
Nebraska
$826K
SDAM
1817
Shulman DeMeo Asset Management
New York
$823K +$78.1K +1,021 +11%
HPWM
1818
Highland Private Wealth Management
Washington
$822K +$3.44K +45 +0.4%
TSS
1819
Two Sigma Securities
New York
$822K +$805K +10,526 New
SCM
1820
Springhouse Capital Management
Connecticut
$818K +$802K +10,480 New
LA
1821
LexAurum Advisors
Kansas
$816K -$8.11K -106 -1%
AIC
1822
Ameritas Investment Company
Nebraska
$816K +$125K +1,640 +19%
EI
1823
Ellevest Inc
New York
$814K -$11.9K -156 -1%
TFF
1824
The Family Firm
Maryland
$814K +$40.9K +535 +6%
AIA
1825
AIMZ Investment Advisors
California
$812K +$153 +2 +0%