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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
526
Strategic Investment Advisors
Michigan
$754K +$9.18K +84 +1%
CIM
527
CIM Investment Management
Pennsylvania
$753K -$12.2K -112 -2%
MCP
528
Mirador Capital Partners
California
$752K -$17.8K -163 -2%
MWM
529
Meridian Wealth Management
Kentucky
$748K +$19.9K +182 +3%
CI
530
Cigna Investments
Connecticut
$744K -$286K -2,616 -29%
HBT
531
Heartland Bank & Trust
Illinois
$744K +$9.18K +84 +1%
PCS
532
Personal CFO Solutions
New Jersey
$738K +$707K +6,466 New
NERM
533
New England Research & Management
Illinois
$735K +$130K +1,185 +23%
BRWA
534
B. Riley Wealth Advisors
Florida
$733K -$336K -3,070 -32%
DWM
535
Dakota Wealth Management
Florida
$730K -$2.19K -20 -0.3%
SS
536
Simplicity Solutions
Minnesota
$728K +$334K +3,056 +92%
AWS
537
Arkfeld Wealth Strategies
Nebraska
$725K -$16.3K -149 -2%
CCP
538
Corient Capital Partners
California
$725K +$28.8K +263 +4%
BPA
539
Beacon Pointe Advisors
California
$722K -$86.5K -791 -11%
HCM
540
Helios Capital Management
Singapore
$713K +$683K +6,250 New
RIA
541
Recurrent Investment Advisors
Texas
$711K – – –
MCC
542
Money Concepts Capital
Florida
$710K +$680K +6,216 New
HWAM
543
Hennion & Walsh Asset Management
New Jersey
$702K +$78.1K +714 +13%
CWA
544
Clearview Wealth Advisors
Oregon
$696K +$28.4K +260 +4%
OWA
545
Outlook Wealth Advisors
Texas
$695K -$656 -6 -0.1%
PFS
546
Prospera Financial Services
Texas
$691K +$299K +2,739 +83%
JIC
547
Johnson Investment Counsel
Ohio
$690K +$656 +6 +0.1%
CA
548
Cetera Advisors
Colorado
$686K +$50.6K +463 +8%
KWM
549
Kingsview Wealth Management
Oregon
$685K -$44.3K -405 -6%
SMH
550
Sanders Morris Harris
Texas
$684K – – –