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Name Holding Trade Value Shares
Change
Change in
Stake
SF
751
Summit Financial
New Jersey
$788K +$127K +1,743 +20%
BFA
752
Bragg Financial Advisors
North Carolina
$786K -$2.18K -30 -0.3%
SW
753
SlateStone Wealth
Florida
$785K -$3.63K -50 -0.5%
CWI
754
Conscious Wealth Investments
Florida
$785K
SWM
755
Sendero Wealth Management
Texas
$784K +$115K +1,584 +18%
AWA
756
Arkadios Wealth Advisors
Georgia
$783K +$344K +4,740 +85%
I
757
InvesTrust
Oklahoma
$782K
SFSG
758
Sound Financial Strategies Group
Mississippi
$782K +$21.6K +297 +3%
SCM
759
Schnieders Capital Management
California
$781K +$145K +2,000 +24%
PJSIMP
760
P.J. Schmidt Investment Management (PJS)
Wisconsin
$780K -$145K -2,000 -16%
PMG
761
ProVise Management Group
Florida
$780K +$427K +5,880 +133%
DWM
762
Diversify Wealth Management
Utah
$777K
MCM
763
MAI Capital Management
Ohio
$769K +$29.6K +408 +4%
CFB
764
Cullen/Frost Bankers
Texas
$764K +$91.5K +1,260 +14%
MAM
765
Mystic Asset Management
Rhode Island
$764K -$14.5K -200 -2%
FIA
766
Foundations Investment Advisors
Arizona
$763K +$5.37K +74 +0.7%
VT
767
Vise Technologies
New York
$762K +$731K +10,065 New
PA
768
Pinnacle Associates
New York
$761K -$11.4K -157 -2%
AAM
769
AR Asset Management
California
$757K
FMWA
770
Forvis Mazars Wealth Advisors
Missouri
$754K +$8.21K +113 +1%
BFG
771
Beacon Financial Group
Texas
$754K +$258K +3,554 +56%
MWM
772
Modern Wealth Management
Kansas
$748K -$42.2K -581 -6%
SC
773
Savant Capital
Illinois
$740K -$20K -275 -3%
CCIA
774
Cherry Creek Investment Advisors
Colorado
$733K -$53.8K -741 -7%
NAMP
775
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$731K