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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
551
Watershed Private Wealth
Illinois
$867K
AWA
552
Arkadios Wealth Advisors
Georgia
$867K +$465K +7,017 +115%
CCA
553
Cravens & Co Advisors
Tennessee
$866K +$185K +2,795 +27%
FIM
554
Freedom Investment Management
Connecticut
$866K -$352K -5,306 -29%
UOC
555
UBS O'Connor
Illinois
$859K +$431K +6,500 +100%
ICP
556
Interchange Capital Partners
Pennsylvania
$857K +$488K +7,358 +131%
RC
557
Roundview Capital
New Jersey
$855K -$40.5K -610 -5%
GC
558
Guggenheim Capital
Illinois
$850K -$467K -7,039 -35%
MAM
559
MWA Asset Management
Massachusetts
$849K -$3.98K -60 -0.5%
SLI
560
Sumitomo Life Insurance
Japan
$842K +$846K +12,755 New
GAG
561
GM Advisory Group
New York
$833K +$96.2K +1,450 +13%
QI
562
Qtron Investments
Massachusetts
$829K
AWM
563
Axxcess Wealth Management
California
$824K +$108K +1,633 +15%
BTWM
564
Baker Tilly Wealth Management
Wisconsin
$819K -$44K -664 -5%
MCM
565
MAI Capital Management
Ohio
$813K -$252K -3,805 -24%
Carson Wealth (CWM LLC)
566
Carson Wealth (CWM LLC)
Nebraska
$810K +$28.5K +429 +4%
AF
567
Allworth Financial
California
$809K -$18.8K -283 -2%
CMI
568
Clare Market Investments
Texas
$807K -$222K -3,344 -21%
GIA
569
Gladstone Institutional Advisory
Florida
$802K +$111K +1,680 +16%
CF
570
Copperwynd Financial
Arizona
$801K +$868K +13,093 New
KLCM
571
KG&L Capital Management
Louisiana
$799K +$802K +12,094 New
OCBCO
572
Oversea-Chinese Banking Corp (OCBC)
Singapore
$797K +$808K +12,179 New
CWM
573
Cornerstone Wealth Management
Missouri
$795K -$98.8K -1,490 -11%
GVAG
574
Great Valley Advisor Group
Delaware
$794K -$152K -2,286 -16%
CWS
575
Confluence Wealth Services
Pennsylvania
$793K -$66 -1 -0%