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Name Holding Trade Value Shares
Change
Change in
Stake
NWM
676
Nauset Wealth Management
Connecticut
$462K +$65.7K +800 +13%
UCMOK
677
United Capital Management of KS
Kansas
$462K +$103K +1,250 +22%
HAS
678
HBW Advisory Services
California
$461K +$43.5K +530 +8%
CWMGP
679
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$461K +$75.5K +920 +16%
JG
680
Jefferies Group
New York
$458K -$1.13M -13,730 -67%
OIM
681
Oder Investment Management
California
$456K +$174K +2,120 +46%
AIA
682
Alera Investment Advisors
Illinois
$453K +$550K +6,700 New
IFWM
683
Institute for Wealth Management
Colorado
$451K +$548K +6,670 New
WP
684
WealthSource Partners
California
$449K +$62.4K +760 +13%
VIA
685
Vident Investment Advisory
Georgia
$447K +$27.1K +330 +5%
ED
686
Exane Derivatives
France
$446K +$104K +1,270 +24%
Vanguard Capital Wealth Advisors
687
Vanguard Capital Wealth Advisors
Colorado
$446K +$267K +3,250 +97%
SW
688
SVB Wealth
Massachusetts
$445K +$66.5K +810 +14%
CW
689
CreativeOne Wealth
Kansas
$445K +$202K +2,460 +60%
NIG
690
NFJ Investment Group
Texas
$444K +$320K +3,900 +147%
WT
691
Whittier Trust
California
$442K +$411K +5,010 +327%
RWP
692
Revolve Wealth Partners
New Jersey
$441K +$99.3K +1,210 +23%
EPA
693
Element Pointe Advisors
Florida
$440K -$185K -2,250 -26%
NB
694
Nicolet Bankshares
Wisconsin
$440K +$2.46K +30 +0.5%
SBIA
695
Sheaff Brock Investment Advisors
Indiana
$439K -$106K -1,290 -17%
PGWM
696
Parisi Gray Wealth Management
New Jersey
$436K +$23K +280 +5%
SBH
697
Segall Bryant & Hamill
Illinois
$435K -$47.6K -580 -8%
BWA
698
Blodgett Wealth Advisors
California
$435K +$86.2K +1,050 +19%
ANI
699
American National Insurance
Texas
$433K -$111K -1,350 -17%
BBA
700
BLB&B Advisors
Pennsylvania
$433K +$25.5K +310 +5%