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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Altium Wealth Management
New York
$414K +$91.4K +1,903 +29%
AWE
302
Avidian Wealth Enterprises
Texas
$409K -$51K -1,062 -11%
CIA
303
Cohen Investment Advisors
New Hampshire
$407K +$1.97K +41 +0.5%
LJAC
304
L.J. Altfest & Co
New York
$407K +$194K +4,044 +96%
MA
305
Mezzasalma Advisors
New Jersey
$402K -$2.4K -50 -0.6%
CSIC
306
Clifford Swan Investment Counsel
California
$396K -$7.16K -149 -2%
PAMG
307
Patton Albertson Miller Group
Tennessee
$389K -$86.7K -1,804 -19%
EMG
308
ETF Managers Group
New Jersey
$388K +$19.7K +411 +5%
TCOV
309
Trust Company of Vermont
Vermont
$387K -$16.8K -350 -4%
GWM
310
GSB Wealth Management
Connecticut
$386K
TWI
311
Thomas White International
Illinois
$383K
FTA
312
Financial & Tax Architects
Missouri
$382K +$371K +7,722 New
SCM
313
Stonebridge Capital Management
California
$377K
PA
314
Parallel Advisors
California
$373K -$528 -11 -0.1%
ECM
315
Evergreen Capital Management
Washington
$367K +$76.3K +1,588 +27%
SCM
316
Snow Capital Management
Pennsylvania
$364K -$66.6K -1,386 -16%
AWA
317
Aaron Wealth Advisors
Illinois
$361K +$42.3K +880 +14%
SVWAG
318
Sound View Wealth Advisors Group
Georgia
$361K +$54.2K +1,128 +18%
QCG
319
Quadrant Capital Group
Ohio
$359K +$57.6K +1,198 +20%
OPA
320
Old Port Advisors
Maine
$355K +$345K +7,172 New
SFS
321
Sowell Financial Services
Arkansas
$350K +$7.83K +163 +2%
JWBC
322
John W. Bristol & Co
New York
$346K
GBT
323
Grove Bank & Trust
Florida
$340K -$12.2K -253 -4%
HI
324
Harrington Investments
California
$337K +$31.1K +648 +11%
FLAM
325
First Light Asset Management
Minnesota
$329K