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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1576
Annex Advisory Services
Wisconsin
$397K +$83.8K +2,924 +28%
BWA
1577
Burt Wealth Advisors
Maryland
$397K +$385K +13,417 New
KWMG
1578
King Wealth Management Group
Florida
$395K +$383K +13,363 New
WPW
1579
Waldron Private Wealth
Pennsylvania
$393K +$52.8K +1,841 +16%
BMC
1580
Benin Management Corp
Connecticut
$391K -$3.3K -115 -0.9%
AC
1581
Altus Capital
Ohio
$389K -$1.01M -35,309 -73%
PFS
1582
Prospera Financial Services
Texas
$389K +$59K +2,059 +19%
MMPW
1583
Mitchell McLeod Pugh & Williams
Alabama
$387K +$375K +13,089 New
AT
1584
Acadia Trust
Maine
$384K
CCWA
1585
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$384K +$9.06K +316 +2%
NYLT
1586
New York Life Trust
New York
$383K -$1.2K -42 -0.3%
DWM
1587
Destination Wealth Management
California
$383K +$43.4K +1,513 +13%
JWM
1588
Jacobus Wealth Management
Wisconsin
$380K -$33.9K -1,181 -8%
SCM
1589
Stellar Capital Management
Arizona
$380K
BRA
1590
Bender Robert & Associates
California
$379K +$20.8K +727 +6%
CRC
1591
Curi RMB Capital
Illinois
$378K -$51.6K -1,800 -12%
HH
1592
Hilltop Holdings
Texas
$377K +$27.2K +948 +8%
CW
1593
Cabot-Wellington
Massachusetts
$374K
PFA
1594
Pure Financial Advisors
California
$374K +$36K +1,257 +11%
ST
1595
Sageworth Trust
Pennsylvania
$374K +$363K +12,653 New
CWM
1596
Cabot Wealth Management
Massachusetts
$371K +$103K +3,591 +40%
TT
1597
Tiedemann Trust
Delaware
$369K -$90.7K -3,162 -20%
MSTVIM
1598
Messner & Smith Theme Value Investment Management
California
$368K
SAM
1599
SignalPoint Asset Management
Missouri
$367K +$63.8K +2,226 +22%
VFP
1600
Verus Financial Partners
Virginia
$366K +$430 +15 +0.1%