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Name Holding Trade Value Shares
Change
Change in
Stake
BRM
1451
Boston Research & Management
Massachusetts
$960K
FANJ
1452
Financial Architects (New Jersey)
New Jersey
$958K -$303K -13,301 -23%
FNBOSM
1453
First National Bank of South Miami
Florida
$957K +$84K +3,693 +9%
KWMG
1454
King Wealth Management Group
Florida
$956K +$23.7K +1,040 +2%
MWM
1455
Mattern Wealth Management
Kansas
$952K -$5.62K -247 -0.6%
CA
1456
Continuum Advisory
Idaho
$949K -$179K -7,853 -15%
BDS
1457
Banco de Sabadell
Florida
$949K +$49.2K +2,161 +5%
LC
1458
Lavaca Capital
Texas
$946K +$9.05K +398 +0.9%
APWA
1459
Atlas Private Wealth Advisors
New Jersey
$945K -$79.4K -3,491 -7%
ABTD
1460
Arvest Bank Trust Division
Oklahoma
$945K +$11.3K +495 +1%
CFG
1461
Cooper Financial Group
California
$945K +$60.5K +2,658 +7%
TFS
1462
Thoroughbred Financial Services
Tennessee
$941K +$8.14K +358 +0.8%
LWP
1463
Legacy Wealth Planning
Nevada
$939K +$36.3K +1,594 +4%
WI
1464
WrapManager Inc
California
$938K -$147K -6,465 -13%
MS
1465
Madden Securities
Texas
$935K -$666K -29,270 -40%
AWA
1466
Acorn Wealth Advisors
Michigan
$935K -$2.82K -124 -0.3%
LS
1467
Leelyn Smith
Illinois
$930K -$1.38M -60,531 -59%
ST
1468
Spinnaker Trust
Maine
$930K -$6.89K -303 -0.7%
RTC
1469
Riverview Trust Company
Washington
$930K
PWSG
1470
Pacific Wealth Strategies Group
California
$928K -$152K -6,689 -14%
YWP
1471
YorkBridge Wealth Partners
New York
$928K -$37.8K -1,661 -4%
MSA
1472
Marino Stram & Associates
Massachusetts
$928K +$318K +13,964 +49%
CFA
1473
CWS Financial Advisors
Michigan
$926K +$95.1K +4,182 +11%
SWM
1474
Sugarloaf Wealth Management
Georgia
$925K +$14.2K +623 +1%
4WM
1475
44 Wealth Management
Oregon
$924K +$357K +15,705 +59%