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Name Holding Trade Value Shares
Change
Change in
Stake
SCI
1451
Stableford Capital II
Arizona
$923K -$82.4K -1,320 -8%
NAS
1452
NWF Advisory Services
California
$921K -$6.25K -100 -0.7%
BFA
1453
Beacon Financial Advisory
Ohio
$921K -$14.4K -230 -2%
First Manhattan
1454
First Manhattan
New York
$919K +$305K +4,880 +56%
PIA
1455
Perennial Investment Advisors
California
$916K +$31.9K +510 +4%
GMFG
1456
Greater Midwest Financial Group
Minnesota
$916K +$56.2K +900 +7%
CBA
1457
Coastal Bridge Advisors
Connecticut
$914K +$2.5K +40 +0.3%
OPW
1458
Oxler Private Wealth
New York
$911K – – –
PFWA
1459
Paces Ferry Wealth Advisors
Georgia
$905K -$73.7K -1,180 -8%
RW
1460
Rede Wealth
Virginia
$904K -$78.1K -1,250 -9%
SIC
1461
SFE Investment Counsel
California
$901K +$62.5K +1,000 +8%
BWM
1462
Birchcreek Wealth Management
Ohio
$900K -$19.4K -310 -2%
SMA
1463
Seven Mile Advisory
New Jersey
$900K -$424K -6,790 -34%
HWP
1464
Heritage Wealth Partners
Ohio
$900K +$833K +13,330 New
PWM
1465
Proathlete Wealth Management
Florida
$899K -$5.62K -90 -0.7%
FTIS
1466
First Trust Investment Solutions
Florida
$899K +$4.37K +70 +0.5%
Associated Banc-Corp
1467
Associated Banc-Corp
Wisconsin
$898K +$831K +13,310 New
PP
1468
Patron Partners
Texas
$898K +$6.25K +100 +0.8%
WPC
1469
Waters Parkerson & Co
Louisiana
$894K +$427K +6,840 +107%
SWM
1470
Sendero Wealth Management
Texas
$893K -$206K -3,300 -20%
ASBI
1471
American State Bank (Iowa)
Iowa
$892K -$10.6K -170 -1%
BWM
1472
Bullock Wealth Management
Indiana
$891K +$44.3K +710 +6%
EWA
1473
Etesian Wealth Advisors
Oregon
$885K – – –
CHP
1474
Cable Hill Partners
Oregon
$885K +$819K +13,120 New
WA
1475
Waddell & Associates
Tennessee
$883K +$15.6K +250 +2%