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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
626
Kingsview Wealth Management
Oregon
$606K -$35.8K -238 -6%
V
627
VeraBank
Texas
$606K
BCM
628
Bienville Capital Management
New York
$604K
WPW
629
Waldron Private Wealth
Pennsylvania
$603K -$451 -3 -0.1%
NAM
630
NTV Asset Management
West Virginia
$601K -$11K -73 -2%
VCA
631
Verdence Capital Advisors
Maryland
$600K +$22.4K +149 +4%
FI
632
Finivi Inc
Massachusetts
$599K +$19.7K +131 +3%
SW
633
SteelPeak Wealth
California
$590K +$19.9K +132 +3%
MPPW
634
Mitchell & Pahl Private Wealth
Oklahoma
$590K -$7.37K -49 -1%
HI
635
Horizon Investments
North Carolina
$587K -$38.8K -258 -6%
Koshinski Asset Management
636
Koshinski Asset Management
Illinois
$583K +$4.36K +29 +0.8%
FFG
637
Fortem Financial Group
California
$578K +$578K +3,845 New
IFWM
638
Institute for Wealth Management
Colorado
$573K -$11.1K -74 -2%
APWM
639
Argonautica Private Wealth Management
Massachusetts
$567K +$2.26K +15 +0.4%
SWM
640
SeaCrest Wealth Management
New York
$565K -$32.6K -217 -5%
SWP
641
Stratos Wealth Partners
Ohio
$563K +$12.9K +86 +2%
SPA
642
Sherbrooke Park Advisers
New York
$563K -$661K -4,393 -54%
WWM
643
Waterway Wealth Management
Texas
$562K +$39.7K +264 +8%
OAM
644
Oxford Asset Management
United Kingdom
$556K +$556K +3,698 New
TCOV
645
Trust Company of Vermont
Vermont
$556K +$13.1K +87 +2%
MCM
646
Monarch Capital Management
Indiana
$554K -$21.8K -145 -4%
BCP
647
Blackhawk Capital Partners
Wisconsin
$553K +$179K +1,189 +48%
JAG
648
Journey Advisory Group
Kentucky
$552K
SFS
649
Stiles Financial Services
Minnesota
$550K +$204K +1,358 +59%
CIA
650
Concurrent Investment Advisors
Florida
$547K -$105K -697 -16%