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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
851
Stratos Wealth Partners
Ohio
$687K -$66.5K -1,622 -9%
PW
852
Paladin Wealth
Minnesota
$685K +$47.3K +1,154 +8%
CF
853
Clarity Financial
Texas
$678K +$665K +16,225 New
CTC
854
Central Trust Company
Missouri
$678K -$150K -3,664 -18%
CWM
855
Cornerstone Wealth Management
Missouri
$678K +$98.3K +2,398 +17%
SAMC
856
Spectrum Asset Management (California)
California
$674K +$123 +3 +0%
BFPW
857
BOK Financial Private Wealth
Colorado
$672K -$1.39M -33,922 -68%
APC
858
Aspire Private Capital
North Carolina
$672K +$363K +8,848 +123%
BPW
859
Bingham Private Wealth
California
$670K +$65K +1,586 +11%
BDPWM
860
Barnes Dennig Private Wealth Management
Ohio
$663K +$650K +15,872 New
BWM
861
BKM Wealth Management
Wisconsin
$659K +$84.7K +2,068 +15%
MMPW
862
Mitchell McLeod Pugh & Williams
Alabama
$656K +$37.8K +922 +6%
CNBT
863
Cornerstone National Bank & Trust
Illinois
$656K +$7.29K +178 +1%
NFA
864
Northern Financial Advisors
Michigan
$652K – – –
HT
865
Heritage Trust
Oklahoma
$650K +$387K +9,442 +154%
WA
866
Waverly Advisors
Alabama
$650K +$125K +3,057 +24%
BA
867
BCM Advisors
Louisiana
$650K -$7.95K -194 -1%
NAS
868
Nicolet Advisory Services
Wisconsin
$648K +$198K +4,836 +32%
MC
869
Mathes Company
New York
$648K -$16.4K -400 -3%
IPW
870
Impact Partnership Wealth
Georgia
$646K +$633K +15,448 New
TTIC
871
Tower Trust & Investment Company
Iowa
$641K +$790K +19,288 New
CICI
872
Capital Investment Counsel Inc
North Carolina
$635K +$20.5K +500 +3%
EGM
873
Engineers Gate Manager
New York
$633K -$7.5M -183,097 -92%
KWA
874
Kingswood Wealth Advisors
California
$631K -$21.4K -523 -3%
CA
875
Crumly & Associates
Illinois
$627K -$6.11K -149 -1%