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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
676
Empirical Wealth Management
Washington
$471K -$9.03K -110 -2%
ZIG
677
Zullo Investment Group
Pennsylvania
$470K +$204K +2,480 +55%
F4L
678
Fortune 45 LLC
Louisiana
$465K -$1.64K -20 -0.3%
PWPS
679
Pinnacle Wealth Planning Services
Ohio
$463K +$86.2K +1,050 +18%
NWM
680
Nauset Wealth Management
Connecticut
$462K +$65.7K +800 +13%
UCMOK
681
United Capital Management of KS
Kansas
$462K +$103K +1,250 +22%
HAS
682
HBW Advisory Services
California
$461K +$43.5K +530 +8%
CWMGP
683
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$461K +$75.5K +920 +16%
JG
684
Jefferies Group
New York
$458K -$1.13M -13,730 -67%
OIM
685
Oder Investment Management
California
$456K +$174K +2,120 +46%
AIA
686
Alera Investment Advisors
Illinois
$453K +$550K +6,700 New
IFWM
687
Institute for Wealth Management
Colorado
$451K +$548K +6,670 New
WP
688
WealthSource Partners
California
$449K +$62.4K +760 +13%
VIA
689
Vident Investment Advisory
Georgia
$447K +$27.1K +330 +5%
ED
690
Exane Derivatives
France
$446K +$104K +1,270 +24%
Vanguard Capital Wealth Advisors
691
Vanguard Capital Wealth Advisors
Colorado
$446K +$267K +3,250 +97%
SW
692
SVB Wealth
Massachusetts
$445K +$66.5K +810 +14%
CW
693
CreativeOne Wealth
Kansas
$445K +$202K +2,460 +60%
NIG
694
NFJ Investment Group
Texas
$444K +$320K +3,900 +147%
WT
695
Whittier Trust
California
$442K +$411K +5,010 +327%
RWP
696
Revolve Wealth Partners
New Jersey
$441K +$99.3K +1,210 +23%
EPA
697
Element Pointe Advisors
Florida
$440K -$185K -2,250 -26%
NB
698
Nicolet Bankshares
Wisconsin
$440K +$2.46K +30 +0.5%
SBIA
699
Sheaff Brock Investment Advisors
Indiana
$439K -$106K -1,290 -17%
PGWM
700
Parisi Gray Wealth Management
New Jersey
$436K +$23K +280 +5%