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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1651
Baystate Wealth Management
Massachusetts
$337K -$66K -3,878 -15%
SFWC
1652
Strategic Family Wealth Counselors
New Jersey
$336K +$106K +6,240 +42%
CWM
1653
Congress Wealth Management
Massachusetts
$336K +$2.79K +164 +0.8%
CAGAS
1654
Capital Advisory Group Advisory Services
Minnesota
$335K +$12.3K +720 +4%
CM
1655
Cercano Management
Washington
$335K
WCG
1656
Weaver Consulting Group
California
$335K -$11.4K -668 -3%
MYIA
1657
Mount Yale Investment Advisors
Colorado
$334K +$6.56K +385 +2%
HT
1658
HAP Trading
New York
$334K +$357K +20,967 New
ClearBridge Investments
1659
ClearBridge Investments
New York
$332K -$361K -21,188 -50%
FPWM
1660
FSB Premier Wealth Management
Iowa
$332K -$7.9K -464 -2%
FZCM
1661
Flynn Zito Capital Management
New York
$332K +$29.7K +1,745 +9%
SWA
1662
SOA Wealth Advisors
New York
$331K -$1.41K -83 -0.4%
BFA
1663
Beaumont Financial Advisors
Massachusetts
$331K +$9.83K +577 +3%
MPWT
1664
MassMutual Private Wealth & Trust
Connecticut
$329K -$28.9K -1,696 -8%
AFAS
1665
Acorn Financial Advisory Services
Virginia
$329K +$14.3K +840 +4%
SWP
1666
Summit Wealth Partners
Florida
$328K -$1.67K -98 -0.5%
BFAG
1667
Blackston Financial Advisory Group
Florida
$328K -$14.5K -854 -4%
HAIM
1668
Hunter Associates Investment Management
Pennsylvania
$328K -$8.46K -497 -2%
DS
1669
DRW Securities
Illinois
$328K +$350K +20,548 New
YCM
1670
Yakira Capital Management
Connecticut
$328K
CIC
1671
Cutler Investment Counsel
Oregon
$327K -$28K -1,645 -7%
BTW
1672
Boston Trust Walden
Massachusetts
$327K -$87.8K -5,154 -20%
WA
1673
Wealth Advisors
California
$327K +$368K +21,608 New
WTB
1674
Washington Trust Bank
Washington
$326K +$8.84K +519 +3%
SA
1675
Syntax Advisors
New York
$326K +$113K +6,619 +48%