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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
976
Sound View Wealth Advisors Group
Georgia
$401K +$3.85K +53 +1%
WA
977
Waddell & Associates
Tennessee
$401K +$23.7K +326 +7%
BFO
978
Boston Family Office
Massachusetts
$400K -$27.2K -375 -7%
MA
979
MKT Advisors
California
$398K -$508 -7 -0.1%
MWM
980
MGB Wealth Management
Texas
$398K
OAM
981
Ostrum Asset Management
France
$395K +$13.8K +190 +4%
SIC
982
SFE Investment Counsel
California
$394K -$99K -1,363 -21%
FNBT
983
FineMark National Bank & Trust
Florida
$391K +$1.45K +20 +0.4%
SFWC
984
Strategic Family Wealth Counselors
New Jersey
$386K -$145 -2 -0%
JE
985
JMAC Enterprises
Pennsylvania
$386K +$36.3K +500 +11%
ANC
986
Ames National Corp
Iowa
$386K -$33.8K -465 -8%
FNBOMD
987
First National Bank of Mount Dora
Florida
$385K +$10.9K +150 +3%
CT
988
Chicago Trust
Illinois
$379K +$32.8K +452 +10%
PWM
989
Partnership Wealth Management
Maryland
$379K
WC
990
Waterloo Capital
Texas
$377K -$451K -6,213 -56%
PA
991
Parallel Advisors
California
$374K +$26.9K +371 +8%
MIA
992
MeadowBrook Investment Advisors
Michigan
$373K
FTWA
993
Fifth Third Wealth Advisors
Ohio
$373K -$25.1K -345 -7%
SWM
994
SeaCrest Wealth Management
New York
$371K -$1.02K -14 -0.3%
CIA
995
Choate Investment Advisors
Massachusetts
$370K -$4.5K -62 -1%
GM
996
GeoWealth Management
Illinois
$370K -$98.1K -1,351 -22%
HWMG
997
Hurlow Wealth Management Group
Indiana
$369K +$290 +4 +0.1%
TCWM
998
Total Clarity Wealth Management
Illinois
$368K +$353K +4,864 New
TCOTS
999
Trust Company of the South
North Carolina
$367K +$10.3K +142 +3%
TC
1000
TownSquare Capital
Utah
$364K -$969K -13,343 -74%