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Name Holding Trade Value Shares
Change
Change in
Stake
WH
2176
Willner & Heller
California
$720K +$21.6K +231 +3%
AFG
2177
ABLE Financial Group
Arizona
$720K -$15.1K -162 -2%
FAM
2178
Fairtree Asset Management
South Africa
$719K +$748K +8,011 New
FWM
2179
Focused Wealth Management
New York
$718K +$45.2K +484 +6%
MUAMU
2180
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$718K +$747K +8,000 New
SA
2181
SRN Advisors
Pennsylvania
$718K -$20.4K -218 -3%
KCFA
2182
Key Client Fiduciary Advisors
New Jersey
$715K +$2.43K +26 +0.3%
EFG
2183
Ethos Financial Group
Pennsylvania
$714K
WI
2184
WrapManager Inc
California
$714K +$33.1K +354 +5%
BWP
2185
Barlow Wealth Partners
Kentucky
$712K -$74.7K -800 -9%
TIA
2186
Tiemann Investment Advisors
California
$712K -$43.4K -465 -6%
RFG
2187
RFP Financial Group
Georgia
$711K +$934 +10 +0.1%
PMG
2188
ProVise Management Group
Florida
$709K -$12.9K -138 -2%
OWM
2189
Orca Wealth Management
Florida
$709K +$25K +268 +4%
VCP
2190
Verus Capital Partners
Arizona
$706K +$9.71K +104 +1%
DTC
2191
Davidson Trust Company
Washington
$705K +$15.1K +162 +2%
CAM
2192
Claret Asset Management
Quebec, Canada
$702K -$732K -7,843 Closed
QC
2193
Quent Capital
New York
$701K -$123K -1,317 -14%
CF
2194
Claris Financial
Virginia
$700K
BPFA
2195
Barnes Pettey Financial Advisors
Mississippi
$699K -$10.6K -113 -1%
MPW
2196
Monterey Private Wealth
California
$699K -$22.2K -238 -3%
HBT
2197
Heartland Bank & Trust
Illinois
$697K -$40.6K -435 -5%
BOM
2198
Bank of Marin
California
$696K -$85.2K -913 -11%
LOIP
2199
Live Oak Investment Partners
Texas
$695K +$723K +7,747 New
AWM
2200
Avior Wealth Management
Nebraska
$695K -$350K -3,751 -33%