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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Stratos Wealth Partners
Ohio
$822K -$74.2K -861 -8%
GAG
227
GM Advisory Group
New York
$822K +$837K +9,715 New
TAFW
228
Tred Avon Family Wealth
Maryland
$814K +$14.2K +165 +2%
BWM
229
BKM Wealth Management
Wisconsin
$812K +$168K +1,956 +26%
SS
230
SBI Securities
Japan
$811K +$2.15K +25 +0.3%
MAM
231
Mystic Asset Management
Rhode Island
$802K -$21.4K -249 -3%
LWAM
232
Legacy Wealth Asset Management
Minnesota
$789K +$12K +139 +2%
PFS
233
Prospera Financial Services
Texas
$785K +$464K +5,390 +138%
MYIA
234
Mount Yale Investment Advisors
Colorado
$781K +$239K +2,770 +43%
BRWA
235
B. Riley Wealth Advisors
Florida
$776K -$120K -1,390 -13%
CBU
236
CIBC Bancorp USA
Illinois
$775K +$747K +8,666 New
AWM
237
AE Wealth Management
Kansas
$761K -$154K -1,783 -17%
SCA
238
Snowden Capital Advisors
New York
$761K +$61.2K +711 +9%
BIA
239
Barry Investment Advisors
Massachusetts
$748K -$2.33K -27 -0.3%
GT
240
Glenmede Trust
Pennsylvania
$747K +$23.1K +268 +3%
STA
241
Summit Trail Advisors
New York
$746K +$760K +8,823 New
VCM
242
Versant Capital Management
Arizona
$745K +$117K +1,356 +18%
WIA
243
World Investment Advisors
California
$741K -$103K -1,198 -12%
PT
244
Plimoth Trust
Massachusetts
$736K -$9.91K -115 -1%
CIA
245
Cape Investment Advisory
Georgia
$725K -$21.1K -245 -3%
LOIM
246
Liberty One Investment Management
Illinois
$725K +$74.4K +864 +11%
TSS
247
Two Sigma Securities
New York
$722K +$735K +8,531 New
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$713K +$120K +1,395 +20%
NS
249
NBC Securities
Alabama
$711K +$47.7K +554 +7%
Aberdeen Group
250
Aberdeen Group
United Kingdom
$694K – – –