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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
976
Cohen Investment Advisors
New Hampshire
$209K -$4.38K -30 -2%
AFP
977
Ausdal Financial Partners
Iowa
$206K +$183K +1,256 New
CW
978
CreativeOne Wealth
Kansas
$206K +$184K +1,259 New
FNBT
979
FineMark National Bank & Trust
Florida
$205K -$16.5K -113 -8%
PFPT
980
Pinnacle Financial Partners (Tennessee)
Tennessee
$205K -$113K -774 -38%
NA
981
Navellier & Associates
Nevada
$205K -$101K -691 -36%
FCCM
982
First City Capital Management
Georgia
$205K -$36.5K -250 -17%
CWM
983
Connecticut Wealth Management
Connecticut
$205K +$182K +1,248 New
TW
984
TrinityPoint Wealth
Connecticut
$205K -$11.1K -76 -6%
WDC
985
Woodward Diversified Capital
California
$204K +$182K +1,247 New
SIG
986
Sargent Investment Group
Maryland
$204K +$182K +1,247 New
LA
987
Lifeworks Advisors
Michigan
$204K +$181K +1,243 New
JIP
988
Jaffetilchin Investment Partners
Florida
$204K +$181K +1,241 New
PFG
989
PAX Financial Group
Texas
$202K +$180K +1,234 New
SP
990
Successful Portfolios
Florida
$202K +$180K +1,230 New
MAM
991
Martingale Asset Management
Massachusetts
$201K +$179K +1,226 New
B
992
Bailard
California
$201K -$1.53M -10,513 -90%
SWA
993
SOA Wealth Advisors
New York
$189K +$584 +4 +0.3%
CT
994
Cambridge Trust
Massachusetts
$183K -$12.3K -84 -7%
BBHC
995
Brown Brothers Harriman & Co
New York
$173K -$15.9K -109 -9%
MPWT
996
MassMutual Private Wealth & Trust
Connecticut
$168K +$24.1K +165 +19%
CHA
997
Carmichael Hill & Associates
Maryland
$168K -$18.3K -125 -11%
AW
998
Avion Wealth
Texas
$167K +$1.61K +11 +1%
ADL
999
Asset Dedication LLC
California
$164K
MMG
1000
Monetary Management Group
Missouri
$164K