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Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
926
Hennion & Walsh Asset Management
New Jersey
$607K -$260K -3,161 -32%
FTWA
927
Fifth Third Wealth Advisors
Ohio
$604K -$8.4K -102 -2%
TWPM
928
Total Wealth Planning & Management
Florida
$603K +$549K +6,668 New
CA
929
Claro Advisors
Massachusetts
$602K +$5.6K +68 +1%
FZCM
930
Flynn Zito Capital Management
New York
$601K +$1.81K +22 +0.3%
ECM
931
EagleClaw Capital Management
Massachusetts
$600K
AMIM
932
Aull & Monroe Investment Management
Alabama
$598K
VNIM
933
Vaughan Nelson Investment Management
Texas
$591K
MFA
934
Mayflower Financial Advisors
Massachusetts
$590K +$25.2K +306 +5%
MWM
935
Meridian Wealth Management
Kentucky
$586K -$21.1K -256 -4%
AIM
936
Axiom Investment Management
New York
$585K +$533K +6,468 New
DWP
937
Daymark Wealth Partners
Ohio
$584K +$12.2K +148 +2%
Massachusetts Financial Services
938
Massachusetts Financial Services
Massachusetts
$583K +$177K +2,147 +50%
TP
939
TritonPoint Partners
Maryland
$576K
VWA
940
Visionary Wealth Advisors
Illinois
$574K -$13.5K -164 -3%
FWA
941
Flagship Wealth Advisors
Massachusetts
$572K -$7.99K -97 -1%
VFA
942
Valeo Financial Advisors
Indiana
$569K -$96.7K -1,175 -16%
LSIA
943
LaSalle St. Investment Advisors
Illinois
$569K -$9.3K -113 -2%
OCA
944
OpenArc Corporate Advisory
Georgia
$565K +$147K +1,790 +40%
FAM
945
Frontier Asset Management
Wyoming
$563K -$3.46K -42 -0.7%
PCM
946
Pointe Capital Management
Michigan
$562K
AWM
947
Aprio Wealth Management
Georgia
$562K +$138K +1,678 +37%
SWM
948
SeaCrest Wealth Management
New York
$561K -$78.1K -949 -13%
HR
949
Howe & Rusling
New York
$559K -$11.9K -145 -2%
SAI
950
Savvy Advisors Inc
New York
$558K +$508K +6,174 New