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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1751
Aberdeen Wealth Management
Illinois
$757K +$725K +20,356 New
SAM
1752
Summit Asset Management
Tennessee
$756K -$23.5K -661 -3%
BOM
1753
Bank of Marin
California
$752K +$720K +20,225 New
MGWM
1754
Marks Group Wealth Management
Minnesota
$751K +$719K +20,195 New
MC
1755
Martin Currie
United Kingdom
$750K
CPA
1756
Capital Planning Advisors
California
$749K -$87.5K -2,456 -11%
AI
1757
ArchPoint Investors
Florida
$749K
CWM
1758
Chesapeake Wealth Management
Virginia
$747K -$45.6K -1,280 -6%
VAM
1759
Verity Asset Management
North Carolina
$747K +$43.1K +1,209 +6%
CA
1760
Cornerstone Advisory
Maryland
$744K +$163K +4,564 +30%
LWM
1761
Laidlaw Wealth Management
New York
$744K +$713K +20,015 New
OFW
1762
Omnia Family Wealth
Florida
$743K -$60.7K -1,703 -8%
HA
1763
Harbor Advisors
Florida
$743K
BST
1764
Bath Savings Trust
Maine
$743K +$103K +2,883 +17%
TLP
1765
Trinity Legacy Partners
Texas
$743K +$717K +20,129 New
RC
1766
Reik & Co
New York
$740K
Twin Tree Management
1767
Twin Tree Management
Texas
$739K +$708K +19,870 New
SBL
1768
Sargent Bickham Lagudis
Colorado
$738K +$61.3K +1,720 +9%
CS
1769
Capital Square
Tennessee
$738K +$708K +19,871 New
SA
1770
Sicart Associates
New York
$734K +$15K +422 +2%
WTFG
1771
Wells Trecaso Financial Group
Ohio
$731K +$16.9K +474 +2%
ECAM
1772
East Coast Asset Management
Massachusetts
$728K +$178 +5 +0%
WI
1773
Wintrust Investments
Illinois
$728K +$9.01K +253 +1%
SL
1774
Savior LLC
Massachusetts
$727K +$697K +19,571 New
EWM
1775
Elmwood Wealth Management
California
$726K