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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
676
International Assets Investment Management
Florida
$835K -$8.99K -60 -1%
IWP
677
Icon Wealth Partners
Texas
$831K +$120K +800 +15%
BBA
678
BLB&B Advisors
Pennsylvania
$827K
BSAM
679
Blue Square Asset Management
New York
$816K +$33K +220 +4%
SWM
680
Sculati Wealth Management
Michigan
$813K -$15K -100 -2%
CA
681
Cullinan Associates
Kentucky
$813K +$450K +3,000 +100%
PGWM
682
Parisi Gray Wealth Management
New Jersey
$808K +$1.5K +10 +0.2%
GAM
683
Griffin Asset Management
New York
$808K +$34.5K +230 +4%
MFA
684
Mayflower Financial Advisors
Massachusetts
$802K +$5.99K +40 +0.7%
HF
685
HRT Financial
New York
$802K +$887K +5,920 New
LSPW
686
Lake Street Private Wealth
Illinois
$789K -$1.5K -10 -0.2%
LWAC
687
Laurel Wealth Advisors (California)
California
$788K -$82.4K -550 -9%
KCM
688
Karp Capital Management
California
$788K +$31.5K +210 +4%
FWP
689
FAS Wealth Partners
Kansas
$778K
RDWM
690
Red Door Wealth Management
Tennessee
$774K +$59.9K +400 +8%
LC
691
Lindbrook Capital
California
$772K +$58.4K +390 +7%
LWAM
692
Legacy Wealth Asset Management
Minnesota
$771K -$49.4K -330 -5%
DA
693
DCM Advisors
New York
$770K +$97.4K +650 +13%
Credit Agricole
694
Credit Agricole
France
$769K +$391K +2,610 +85%
ACI
695
Alpha Cubed Investments
California
$767K -$68.9K -460 -8%
PWPS
696
Pinnacle Wealth Planning Services
Ohio
$767K -$30K -200 -3%
GAM
697
Gotham Asset Management
New York
$766K -$590K -3,940 -41%
AO
698
Advisor OS
Illinois
$766K -$21K -140 -2%
GCAC
699
Guardian Capital Advisors (Canada)
Ontario, Canada
$764K
GWM
700
Geneos Wealth Management
Colorado
$760K +$5.99K +40 +0.7%