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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
776
Foresight Wealth Management
Utah
$639K +$31.9K +414 +5%
WANY
777
Wealthspire Advisors (New York)
New York
$637K -$45.9K -597 -7%
IA
778
IndexIQ Advisors
New York
$635K -$19.4K -252 -3%
GWAM
779
Guardian Wealth Advisors (Minnesota)
Minnesota
$634K +$2.54K +33 +0.4%
DWM
780
Darwin Wealth Management
Florida
$633K +$624K +8,112 New
SF
781
Synovus Financial
Georgia
$629K +$162K +2,099 +36%
HI
782
Humankind Investments
New York
$623K +$79.1K +1,028 +15%
BMC
783
Beaton Management Company
Massachusetts
$622K +$15.4K +200 +3%
TWM
784
Tolleson Wealth Management
Texas
$621K
CT
785
Caldwell Trust
Florida
$616K -$15.4K -200 -2%
CFG
786
Citizens Financial Group
Rhode Island
$615K -$14.3K -186 -2%
SFSG
787
Sound Financial Strategies Group
Mississippi
$614K -$11.2K -146 -2%
TIM
788
Thompson Investment Management
Wisconsin
$610K -$95.4K -1,239 -14%
CPIG
789
Chicago Partners Investment Group
Illinois
$610K -$693 -9 -0.1%
BHIA
790
Birch Hill Investment Advisors
Massachusetts
$608K -$23.1K -300 -4%
HCMT
791
Highland Capital Management (Tennessee)
Tennessee
$607K -$70.8K -920 -11%
WS
792
Wedbush Securities
California
$603K +$13.5K +176 +2%
RSWM
793
Robertson Stephens Wealth Management
California
$601K +$589K +7,659 New
AOWM
794
Alpha Omega Wealth Management
Virginia
$599K -$35.6K -463 -6%
FBA
795
Front Barnett Associates
Illinois
$591K
CCM
796
Compton Capital Management
Rhode Island
$589K -$88.5K -1,150 -13%
PDN
797
Pensionfund DSM Netherlands
Netherlands
$589K
MWA
798
Meridian Wealth Advisors
Texas
$588K -$4.85K -63 -0.8%
NF
799
Norwood Financial
Pennsylvania
$586K +$574K +7,455 New
HT
800
HighTower Trust
Texas
$582K +$570K +7,403 New