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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1251
Stamos Capital Partners
California
$522K +$502K +1,170 New
FB
1252
Fulton Bank
Pennsylvania
$515K +$88.8K +207 +22%
BBWP
1253
Beacon Bridge Wealth Partners
Pennsylvania
$515K +$8.58K +20 +2%
DAC
1254
Dividend Assets Capital
South Carolina
$512K -$156K -363 -24%
WF
1255
Welch & Forbes
Massachusetts
$512K +$61.8K +144 +15%
PWM
1256
Paulson Wealth Management
Illinois
$511K – – –
1W
1257
1776 Wealth
Georgia
$508K +$6.01K +14 +1%
OP
1258
ORG Partners
Indiana
$508K +$406K +946 +493%
WAG
1259
Wallace Advisory Group
California
$508K -$34.3K -80 -7%
GWP
1260
Gen-Wealth Partners
Michigan
$507K +$47.2K +110 +11%
AAS
1261
Ameritas Advisory Services
Nebraska
$506K +$6.01K +14 +1%
MPM
1262
Meritage Portfolio Management
Kansas
$505K -$20.2K -47 -4%
KWA
1263
Kingswood Wealth Advisors
California
$503K +$34.8K +81 +8%
CHP
1264
Cable Hill Partners
Oregon
$503K +$484K +1,127 New
DBIA
1265
Dumont & Blake Investment Advisors
New Jersey
$501K +$241K +562 +100%
NL
1266
NWAM LLC
Washington
$501K +$34.3K +80 +8%
CAM
1267
Carret Asset Management
New York
$501K +$482K +1,123 New
PCP
1268
Proficio Capital Partners
Massachusetts
$499K -$33.9K -79 -7%
BWP
1269
BSW Wealth Partners
Colorado
$497K -$1.72K -4 -0.4%
SSW
1270
Smith Shellnut Wilson
Mississippi
$497K – – –
GWMR
1271
GC Wealth Management RIA
Massachusetts
$496K -$77.7K -181 -14%
MIS
1272
Morningstar Investment Services
Illinois
$493K +$144K +335 +44%
KCM
1273
Kathmere Capital Management
Pennsylvania
$491K +$73.8K +172 +19%
AssetMark Inc
1274
AssetMark Inc
California
$486K -$3.13M -7,300 -87%
IIA
1275
ICW Investment Advisors
Arizona
$486K -$2.15K -5 -0.5%