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Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
1576
Independent Solutions Wealth Management
New York
$5.51M +$726K +15,660 +16%
IIM
1577
Ipswich Investment Management
Massachusetts
$5.51M -$36.6K -790 -0.7%
DWM
1578
Destination Wealth Management
California
$5.5M +$271K +5,840 +6%
Financial Engines Advisors
1579
Financial Engines Advisors
California
$5.49M +$1.08M +23,250 +27%
OL
1580
Optas LLC
Texas
$5.46M +$745K +16,070 +17%
BRG
1581
Bay Rivers Group
Virginia
$5.46M +$243K +5,250 +5%
MIM
1582
Moseley Investment Management
Florida
$5.46M -$304K -6,560 -6%
WAS
1583
Wesleyan Assurance Society
United Kingdom
$5.45M
OIA
1584
Optimum Investment Advisors
Illinois
$5.44M -$95K -2,050 -2%
CPC
1585
Cookson Peirce & Co
Pennsylvania
$5.43M -$272K -5,880 -5%
SIMG
1586
Sonora Investment Management Group
Arizona
$5.43M +$291K +6,280 +6%
GWMIA
1587
Global Wealth Management Investment Advisory
Florida
$5.41M +$35.7K +770 +0.7%
ST
1588
Spinnaker Trust
Maine
$5.41M -$40.3K -870 -0.8%
PAI
1589
Pittenger & Anderson Inc
Nebraska
$5.41M +$208K +4,490 +4%
HBT
1590
Heartland Bank & Trust
Illinois
$5.4M -$189K -4,080 -4%
MWAM
1591
Manhattan West Asset Management
California
$5.38M +$2.47M +53,230 +96%
CWM
1592
Cordatus Wealth Management
Pennsylvania
$5.37M -$52.8K -1,140 -1%
CNC
1593
Citizens & Northern Corp
Pennsylvania
$5.35M -$193K -4,160 -4%
NB
1594
Nicolet Bankshares
Wisconsin
$5.34M +$240K +5,170 +5%
QPW
1595
Quantum Private Wealth
Florida
$5.34M +$117K +2,520 +2%
LS
1596
Leelyn Smith
Illinois
$5.32M +$3.01M +64,980 +153%
MA
1597
Mezzasalma Advisors
New Jersey
$5.32M +$3.76M +81,160 +309%
MHS
1598
M Holdings Securities
Oregon
$5.31M +$4.97M +107,300 New
APP
1599
Avantax Planning Partners
Iowa
$5.3M +$392K +8,460 +9%
CWP
1600
Cyndeo Wealth Partners
Florida
$5.29M +$57.5K +1,240 +1%