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Name Holding Trade Value Shares
Change
Change in
Stake
FOA
476
Five Oceans Advisors
California
$348K -$2.64K -14 -0.8%
HNB
477
Huntington National Bank
Ohio
$348K -$103K -544 -24%
HNW
478
High Note Wealth
Minnesota
$344K -$8.69K -46 -3%
EWA
479
EP Wealth Advisors
California
$342K +$57.2K +303 +22%
SAM
480
Smartleaf Asset Management
Massachusetts
$342K +$101K +537 +46%
USCWA
481
U.S. Capital Wealth Advisors
Texas
$341K +$12.5K +66 +4%
MG
482
Mather Group
Illinois
$340K +$199K +1,053 +153%
BAM
483
Blueshift Asset Management
New Jersey
$339K +$317K +1,679 New
PTC
484
Private Trust Company
Ohio
$336K -$21.9K -116 -7%
BBW
485
Blue Barn Wealth
Utah
$336K -$2.27K -12 -0.7%
PWP
486
Phillips Wealth Planners
Mississippi
$334K -$3.4K -18 -1%
WPC
487
Wedmont Private Capital
Pennsylvania
$332K +$92.7K +491 +43%
WPW
488
Warther Private Wealth
Ohio
$331K +$310K +1,642 New
MIM
489
Merrion Investment Management
New Jersey
$327K
FIM
490
Freedom Investment Management
Connecticut
$322K +$301K +1,595 New
SI
491
Seeds Investor
New York
$321K +$24K +127 +9%
CP
492
Canopy Partners
Ohio
$321K +$2.08K +11 +0.7%
FWA
493
FSM Wealth Advisors
Ohio
$319K -$110K -583 -27%
Verition Fund Management
494
Verition Fund Management
Connecticut
$308K -$121K -639 -29%
BDFN
495
Bond & Devick Financial Network
Minnesota
$303K -$42.5K -225 -13%
RCA
496
Resonant Capital Advisors
Wisconsin
$302K +$26.4K +140 +10%
GVAG
497
Great Valley Advisor Group
Delaware
$300K +$9.63K +51 +4%
NRC
498
New Republic Capital
North Carolina
$299K +$17.9K +95 +7%
MGIA
499
Moneta Group Investment Advisors
Missouri
$297K +$278K +1,473 New
SWP
500
Strategic Wealth Partners
Ohio
$297K -$2.83K -15 -1%