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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
976
Plante Moran Financial Advisors
Michigan
$209K +$104K +709 +126%
CIA
977
Cohen Investment Advisors
New Hampshire
$209K -$4.38K -30 -2%
AFP
978
Ausdal Financial Partners
Iowa
$206K +$183K +1,256 New
CW
979
CreativeOne Wealth
Kansas
$206K +$184K +1,259 New
FNBT
980
FineMark National Bank & Trust
Florida
$205K -$16.5K -113 -8%
PFPT
981
Pinnacle Financial Partners (Tennessee)
Tennessee
$205K -$113K -774 -38%
NA
982
Navellier & Associates
Nevada
$205K -$101K -691 -36%
FCCM
983
First City Capital Management
Georgia
$205K -$36.5K -250 -17%
CWM
984
Connecticut Wealth Management
Connecticut
$205K +$182K +1,248 New
TW
985
TrinityPoint Wealth
Connecticut
$205K -$11.1K -76 -6%
WDC
986
Woodward Diversified Capital
California
$204K +$182K +1,247 New
SIG
987
Sargent Investment Group
Maryland
$204K +$182K +1,247 New
LA
988
Lifeworks Advisors
Michigan
$204K +$181K +1,243 New
JIP
989
Jaffetilchin Investment Partners
Florida
$204K +$181K +1,241 New
PFG
990
PAX Financial Group
Texas
$202K +$180K +1,234 New
SP
991
Successful Portfolios
Florida
$202K +$180K +1,230 New
MAM
992
Martingale Asset Management
Massachusetts
$201K +$179K +1,226 New
B
993
Bailard
California
$201K -$1.53M -10,513 -90%
SWA
994
SOA Wealth Advisors
New York
$189K +$584 +4 +0.3%
CT
995
Cambridge Trust
Massachusetts
$183K -$12.3K -84 -7%
BBHC
996
Brown Brothers Harriman & Co
New York
$173K -$15.9K -109 -9%
MPWT
997
MassMutual Private Wealth & Trust
Connecticut
$168K +$24.1K +165 +19%
CHA
998
Carmichael Hill & Associates
Maryland
$168K -$18.3K -125 -11%
AW
999
Avion Wealth
Texas
$167K +$1.61K +11 +1%
ADL
1000
Asset Dedication LLC
California
$164K – – –