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Name Holding Trade Value Shares
Change
Change in
Stake
NW
601
NewEdge Wealth
Pennsylvania
$770K +$60K +760 +8%
ARG
602
Advisory Resource Group
Oklahoma
$765K -$37.6K -476 -5%
MW
603
Marcum Wealth
Ohio
$765K +$24.2K +306 +3%
PWM
604
Perigon Wealth Management
California
$756K -$632 -8 -0.1%
ZIG
605
Zullo Investment Group
Pennsylvania
$754K -$79K -1,000 -9%
KNW
606
Kesler Norman & Wride
Utah
$749K +$11.2K +142 +1%
LSPW
607
Lake Street Private Wealth
Illinois
$747K +$135K +1,705 +21%
CA
608
Crewe Advisors
Utah
$729K +$746K +9,449 New
ECM
609
Evergreen Capital Management
Washington
$718K +$41.6K +527 +6%
BIM
610
Baldwin Investment Management
Pennsylvania
$712K
SVWAG
611
Sound View Wealth Advisors Group
Georgia
$710K +$14.9K +189 +2%
PI
612
PineBridge Investments
New York
$710K -$184K -2,332 -26%
MWM
613
Mission Wealth Management
California
$706K +$4.34K +55 +0.6%
CIM
614
Confluence Investment Management
Missouri
$699K +$19.1K +242 +3%
AC
615
Avestar Capital
New York
$695K +$46.2K +585 +7%
LFA
616
Legacy Financial Advisors
Kentucky
$692K +$19.5K +247 +3%
AIM
617
Arcadia Investment Management
Michigan
$688K
IWA
618
Icon Wealth Advisors
Texas
$686K +$48.3K +611 +7%
PTC
619
Private Trust Company
Ohio
$680K -$52.7K -667 -7%
NPT
620
National Philanthropic Trust
Pennsylvania
$672K -$19.7K -249 -3%
MWA
621
Moser Wealth Advisors
Washington
$666K +$104K +1,315 +18%
FWP
622
FAS Wealth Partners
Kansas
$664K -$146K -1,850 -18%
PP
623
PDS Planning
Ohio
$662K +$17.8K +225 +3%
Fifth Third Bancorp
624
Fifth Third Bancorp
Ohio
$659K +$26.2K +332 +4%
LCM
625
Laurion Capital Management
New York
$658K +$523K +6,625 +349%