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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
876
Meridian Wealth Management
Kentucky
$526K +$131K +3,615 +36%
NB
877
Nicolet Bankshares
Wisconsin
$522K -$201K -5,547 -29%
UPS
878
UHLMANN PRICE SECURITIES
Illinois
$520K +$2.61K +72 +0.5%
CAWM
879
Capital Advisors Wealth Management
Washington
$520K +$105K +2,903 +27%
FNBT
880
FineMark National Bank & Trust
Florida
$520K +$6.49K +179 +1%
CSA
881
Cornerstone Select Advisors
Missouri
$517K +$10.5K +291 +2%
NRS
882
Neville Rodie & Shaw
New York
$517K -$127K -3,500 -21%
CA
883
Crumly & Associates
Illinois
$517K – – –
FWIA
884
Fort Washington Investment Advisors
Ohio
$515K -$369K -10,168 -43%
CPSAC
885
Chas P. Smith & Associates (CPS)
Florida
$515K +$213K +5,885 +78%
SCA
886
Snowden Capital Advisors
New York
$515K -$19.5K -537 -4%
IAA
887
Independent Advisor Alliance
North Carolina
$514K +$8.95K +247 +2%
DL
888
Dockside LLC
New York
$513K +$485K +13,374 New
AIP
889
Ameritas Investment Partners
Nebraska
$513K -$8.27K -228 -2%
SLWA
890
San Luis Wealth Advisors
California
$510K +$5K +138 +1%
GBT
891
Grove Bank & Trust
Florida
$510K -$43.6K -1,203 -8%
SFS
892
Sowell Financial Services
Arkansas
$509K -$326K -8,983 -40%
LIM
893
Longfellow Investment Management
Massachusetts
$508K – – –
KA
894
KLCM Advisors
Wisconsin
$503K -$2.57K -71 -0.5%
FFO
895
Fiduciary Family Office
Florida
$502K -$44.2K -1,219 -9%
WPC
896
Wedmont Private Capital
Pennsylvania
$502K +$82.2K +2,268 +24%
CFG
897
Citizens Financial Group
Rhode Island
$501K -$393K -10,844 -45%
WKSWA
898
White Knight Strategic Wealth Advisors
New Jersey
$499K +$66.3K +1,830 +16%
AFG
899
Atomi Financial Group
New York
$499K +$81.5K +2,248 +21%
LI
900
Lafayette Investments
Maryland
$499K -$109K -3,000 -19%