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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
601
Smartleaf Asset Management
Massachusetts
$620K +$294K +520 +91%
VWM
602
Valley Wealth Managers
New Jersey
$616K +$83.7K +148 +16%
NS
603
NBC Securities
Alabama
$613K
SW
604
SteelPeak Wealth
California
$613K
BFG
605
Birch Financial Group
New Hampshire
$605K +$22.6K +40 +4%
GC
606
Gilbert & Cook
Iowa
$603K +$35.6K +63 +6%
CGH
607
Crossmark Global Holdings
Texas
$601K -$366K -647 -38%
SLG
608
Stanley-Laman Group
Pennsylvania
$600K
AF
609
Allworth Financial
California
$599K +$391K +691 +189%
HNB
610
Huntington National Bank
Ohio
$598K +$157K +277 +36%
KF
611
Krilogy Financial
Missouri
$591K +$585K +1,034 New
CF
612
Centaurus Financial
California
$587K +$61.1K +108 +12%
DADC
613
D.A. Davidson & Co
Montana
$584K +$2.26K +4 +0.4%
BFS
614
Bradley Foster & Sargent
Connecticut
$572K -$19.8K -35 -3%
VT
615
Vise Technologies
New York
$570K -$31.7K -56 -5%
HAG
616
HighPoint Advisor Group
Illinois
$569K -$129K -228 -19%
HA
617
Harbor Advisors
Florida
$567K
CPW
618
Crestmont Private Wealth
Texas
$567K +$54.8K +97 +11%
BA
619
Birinyi Associates
Connecticut
$567K
BTWM
620
Baker Tilly Wealth Management
Wisconsin
$556K +$13K +23 +2%
OIA
621
OneDigital Investment Advisors
Kansas
$554K -$26.6K -47 -5%
EWM
622
Evercore Wealth Management
New York
$550K -$17K -30 -3%
PWM
623
Perigon Wealth Management
California
$545K +$162K +286 +42%
PGFC
624
Peapack-Gladstone Financial Corp
New Jersey
$540K +$4.52K +8 +0.8%
Envestnet Portfolio Solutions
625
Envestnet Portfolio Solutions
Illinois
$535K -$151K -267 -22%