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Name Holding Trade Value Shares
Change
Change in
Stake
SW
651
SVB Wealth
Massachusetts
$316K +$27.7K +386 +11%
KPW
652
Kore Private Wealth
New York
$315K +$6.9K +96 +3%
MWM
653
Merriman Wealth Management
Washington
$315K +$42K +584 +18%
CAGAS
654
Capital Advisory Group Advisory Services
Minnesota
$312K
WOSD
655
WFA of San Diego
California
$311K -$1.25M -17,446 -83%
PCM
656
Presidio Capital Management
California
$304K
CF
657
Centaurus Financial
California
$304K +$41.7K +580 +19%
Acadian Asset Management
658
Acadian Asset Management
Massachusetts
$302K +$230K +3,198 +780%
SXL
659
Summit X LLC
Missouri
$297K +$254K +3,540 New
CFAM
660
Center For Asset Management
Florida
$293K +$26.4K +368 +12%
WA
661
WealthTrust Axiom
Pennsylvania
$290K
WB
662
WesBanco Bank
West Virginia
$286K
TWM
663
TriaGen Wealth Management
California
$284K
BJL
664
Brighton Jones LLC
Washington
$283K
SG
665
Stonnington Group
California
$282K +$241K +3,350 New
SC
666
Savant Capital
Illinois
$281K +$7.62K +106 +3%
FA
667
FC Advisory
Pennsylvania
$280K +$2.01K +28 +0.8%
MFG
668
Magnus Financial Group
New York
$280K +$21.8K +304 +10%
JCM
669
Jacobi Capital Management
Pennsylvania
$279K +$238K +3,316 New
AP
670
Atwood & Palmer
Missouri
$277K
PP
671
Patten & Patten
Tennessee
$275K
1SB
672
1ST Source Bank
Indiana
$275K +$2.73K +38 +1%
RCG
673
Regatta Capital Group
California
$272K
BP
674
Ballentine Partners
Massachusetts
$271K +$2.3K +32 +1%
TSS
675
Two Sigma Securities
New York
$271K +$232K +3,228 New