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Name Holding Trade Value Shares
Change
Change in
Stake
BMWS
1301
Brady Martz Wealth Solutions
North Dakota
$901K +$286K +1,669 +40%
SF
1302
Symphony Financial
Texas
$900K -$28.1K -164 -3%
Evercore Wealth Management
1303
Evercore Wealth Management
New York
$897K -$24K -140 -2%
Choate Investment Advisors
1304
Choate Investment Advisors
Massachusetts
$895K -$6.86K -40 -0.7%
CIM
1305
CIM Investment Management
Pennsylvania
$892K – – –
CF
1306
Centaurus Financial
California
$891K -$623K -3,631 -38%
BB
1307
Bell Bank
North Dakota
$885K -$42.9K -250 -4%
AWM
1308
Aviso Wealth Management
Washington
$884K +$145K +847 +17%
RAM
1309
Robinhood Asset Management
California
$884K +$990K +5,771 New
PCG
1310
Prosperity Consulting Group
Maryland
$879K +$12K +70 +1%
KC
1311
Knuff & Co
California
$879K +$620K +3,615 +170%
IAN
1312
Integrated Advisors Network
Texas
$879K -$350K -2,039 -26%
OFS
1313
Orrstown Financial Services
Pennsylvania
$879K +$29.3K +171 +3%
OCA
1314
Odyssey Capital Advisors
Pennsylvania
$877K +$982K +5,726 New
MMCM
1315
Murphy & Mullick Capital Management
New York
$876K -$23.2K -135 -2%
Freestone Capital Holdings
1316
Freestone Capital Holdings
Washington
$873K -$150K -875 -13%
Lighthouse Investment Partners
1317
Lighthouse Investment Partners
Florida
$873K +$977K +5,698 New
CCA
1318
Checchi Capital Advisers
California
$870K -$72.6K -423 -7%
BAM
1319
Blueshift Asset Management
New Jersey
$867K +$971K +5,660 New
PA
1320
Probity Advisors
Texas
$866K +$38.3K +223 +4%
SOAMC
1321
Spirit of America Management Corp
New York
$866K – – –
PPWM
1322
Paragon Private Wealth Management
Kentucky
$865K -$18.4K -107 -2%
LB
1323
Legacy Bridge
Iowa
$865K +$20.6K +120 +2%
SWM
1324
Shelton Wealth Management
Texas
$861K -$188K -1,094 -16%
Forum Financial Management
1325
Forum Financial Management
Illinois
$861K +$32.4K +189 +3%