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Name Holding Trade Value Shares
Change
Change in
Stake
WC
651
Woodstock Corp
Massachusetts
$1.13M
PWM
652
Prosperity Wealth Management
California
$1.13M +$154K +1,410 +14%
RC
653
Roundview Capital
New Jersey
$1.11M +$327 +3 +0%
GBWM
654
Granite Bay Wealth Management
New Hampshire
$1.1M -$159K -1,455 -11%
SCM
655
SCS Capital Management
Massachusetts
$1.1M +$1.26M +11,531 New
SIG
656
Stonegate Investment Group
Alabama
$1.09M +$230K +2,112 +23%
NL
657
NVWM LLC
Pennsylvania
$1.09M -$611K -5,611 -33%
WSFS
658
Wilmington Savings Fund Society
Delaware
$1.08M +$376K +3,451 +44%
QWM
659
Quadcap Wealth Management
Texas
$1.06M +$11.2K +103 +0.9%
CWS
660
Confluence Wealth Services
Pennsylvania
$1.06M -$9.81K -90 -0.8%
SCM
661
Semanteon Capital Management
Massachusetts
$1.06M -$280K -2,567 -19%
SWM
662
StoneCrest Wealth Management
Arizona
$1.06M +$26K +239 +2%
EAM
663
Eventide Asset Management
Massachusetts
$1.06M +$473K +4,338 +65%
ACA
664
Aptus Capital Advisors
Alabama
$1.05M +$219K +2,012 +22%
UCFA
665
United Capital Financial Advisors
Texas
$1.04M -$31.4K -288 -3%
GAA
666
Guardian Asset Advisors
Pennsylvania
$1.04M +$579K +5,315 +95%
GCM
667
Greenland Capital Management
New York
$1.04M +$1.19M +10,902 New
PP
668
PDS Planning
Ohio
$1.04M -$9.26K -85 -0.8%
Pacer Advisors
669
Pacer Advisors
Pennsylvania
$1.04M +$34K +312 +3%
LFA
670
Legacy Financial Advisors
Kentucky
$1.04M -$37.7K -346 -3%
IFWM
671
Institute for Wealth Management
Colorado
$1.03M +$121K +1,109 +11%
VA
672
Valmark Advisers
Ohio
$1.02M +$1.53K +14 +0.1%
BOSSRA
673
B.O.S.S. Retirement Advisors
Utah
$1.02M -$74.9K -687 -6%
MAM
674
MWA Asset Management
Massachusetts
$1.01M -$65.1K -597 -5%
EWA
675
EP Wealth Advisors
California
$1.01M -$49.3K -452 -4%