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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
726
Buckley Wealth Management
Nevada
$678K
FMW
727
Farr Miller & Washington
District of Columbia
$678K
MC
728
Matisse Capital
Oregon
$678K +$749K +5,000 New
OWM
729
OneAscent Wealth Management
Alabama
$678K +$749K +5,000 New
UMC
730
United Maritime Capital
New York
$678K +$749K +5,000 New
CWM
731
Circle Wealth Management
New Jersey
$677K
ASC
732
Atalanta Sosnoff Capital
New York
$675K
FFG
733
Frisch Financial Group
New York
$674K +$106K +710 +17%
EP
734
Eudaimonia Partners
Tennessee
$670K +$27K +180 +4%
FNBT
735
FineMark National Bank & Trust
Florida
$668K
FCB
736
First Command Bank
Texas
$667K
FCFS
737
First Command Financial Services
Texas
$667K
IAP
738
Indie Asset Partners
Indiana
$666K +$30K +200 +4%
NIG
739
NFJ Investment Group
Texas
$664K -$370K -2,470 -34%
SPIO
740
Seven Post Investment Office
California
$664K
SBH
741
Segall Bryant & Hamill
Illinois
$663K
WC
742
Woodstock Corp
Massachusetts
$659K
CF
743
Centaurus Financial
California
$658K +$388K +2,590 +115%
HB
744
Homrich & Berg
Georgia
$658K +$438K +2,920 +151%
BPA
745
Beacon Pointe Advisors
California
$652K -$39K -260 -5%
MIM
746
Montgomery Investment Management
Maryland
$651K
AFP
747
Ausdal Financial Partners
Iowa
$647K -$1.26M -8,380 -64%
RI
748
Redwood Investments
Massachusetts
$647K -$68.9K -460 -9%
BSW
749
Buckingham Strategic Wealth
Missouri
$647K +$8.99K +60 +1%
SAS
750
Sanford Advisory Services
Michigan
$642K