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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
951
Perigon Wealth Management
California
$844K -$142K -2,478 -15%
HAG
952
HighPoint Advisor Group
Illinois
$839K +$728K +12,706 New
SBIA
953
Sheaff Brock Investment Advisors
Indiana
$831K +$119K +2,075 +18%
RAM
954
Redmond Asset Management
Virginia
$826K -$231K -4,031 -23%
SWM
955
SeaCrest Wealth Management
New York
$823K +$20.9K +364 +3%
MNBTD
956
Moody National Bank Trust Division
Texas
$821K -$704K -12,282 -48%
CT
957
Colonial Trust
South Carolina
$819K -$7.62K -133 -1%
TAM
958
Trust Asset Management
Texas
$818K
NSB
959
Norway Savings Bank
Maine
$817K -$9.45K -165 -1%
S
960
SignatureFD
Georgia
$816K -$179K -3,125 -19%
GP
961
Greenline Partners
New York
$815K
TIAA Trust, National Association
962
TIAA Trust, National Association
North Carolina
$814K -$199K -3,481 -21%
Jones Financial Companies
963
Jones Financial Companies
Missouri
$812K -$376K -6,561 -33%
SC
964
Sapient Capital
Indiana
$806K +$752K +13,126 New
Acadian Asset Management
965
Acadian Asset Management
Massachusetts
$805K -$1.66M -28,932 -69%
PAS
966
Park Avenue Securities
New York
$805K -$136K -2,366 -15%
RWA
967
Redhawk Wealth Advisors
Minnesota
$802K +$748K +13,059 New
IPW
968
Inlet Private Wealth
Florida
$800K
AWM
969
Avitas Wealth Management
California
$799K +$13.7K +239 +2%
V
970
ViaWealth
Kansas
$799K -$269K -4,697 -27%
SNBOSCI
971
Security National Bank of Sioux City Iowa
Iowa
$794K -$6.64K -116 -0.9%
SC
972
Savant Capital
Illinois
$792K -$41.6K -726 -5%
SP
973
Stablepoint Partners
Massachusetts
$787K +$734K +12,822 New
FT
974
Fiduciary Trust
Massachusetts
$787K -$198K -3,450 -21%
WAOTB
975
Wealth Advisors of Tampa Bay
Florida
$786K -$2.03M -35,495 -73%