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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1126
WBH Advisory
Maryland
$845K +$302 +3 +0%
MLL
1127
Moody Lynn & Lieberson
Massachusetts
$844K -$1.11K -11 -0.1%
SIG
1128
Sargent Investment Group
Maryland
$841K +$2.01K +20 +0.2%
QWP
1129
Quotient Wealth Partners
Texas
$840K -$44.1K -438 -5%
SSWM
1130
Strait & Sound Wealth Management
California
$839K +$201 +2 +0%
CCA
1131
Cypress Capital Advisors
Tennessee
$839K -$51.1K -507 -6%
PAG
1132
Powers Advisory Group
Illinois
$838K -$23.6K -234 -3%
WBCM
1133
Wilson & Boucher Capital Management
California
$837K -$20.1K -200 -2%
SFG
1134
Stonebridge Financial Group
California
$837K +$825K +8,193 New
LHC
1135
Little House Capital
Massachusetts
$835K +$35.6K +354 +5%
AAB
1136
ABN AMRO Bank
Netherlands
$832K
WJWM
1137
Williams Jones Wealth Management
New York
$831K -$171K -1,699 -17%
LSIA
1138
LaSalle St. Investment Advisors
Illinois
$829K +$13.1K +130 +2%
IAS
1139
IMA Advisory Services
Colorado
$825K -$68.3K -678 -8%
CA
1140
Claro Advisors
Massachusetts
$823K +$218K +2,160 +37%
CNBT
1141
Canandaigua National Bank & Trust
New York
$823K +$811K +8,053 New
CAM
1142
Covenant Asset Management
New Jersey
$822K -$31.6K -314 -4%
SA
1143
Skyline Advisors
Washington
$819K +$201 +2 +0%
GITFIT
1144
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$818K -$101K -1,000 -11%
CA
1145
Cache Advisors
California
$818K
HSA
1146
HBK Sorce Advisory
Pennsylvania
$813K +$58.3K +579 +8%
FCM
1147
Fortis Capital Management
Washington
$813K +$50.9K +505 +7%
CAWM
1148
Capital Advisors Wealth Management
Washington
$811K -$4.73K -47 -0.6%
SLI
1149
Sumitomo Life Insurance
Japan
$811K -$50.8K -504 -6%
PAM
1150
Panagora Asset Management
Massachusetts
$808K