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Name Holding Trade Value Shares
Change
Change in
Stake
CL
801
CSS LLC
Illinois
$876K -$47.1K -490 -5%
SF
802
Summit Financial
New Jersey
$874K +$157K +1,632 +23%
CIAS
803
CFS Investment Advisory Services
New Jersey
$872K -$110K -1,145 -11%
IIM
804
Ipswich Investment Management
Massachusetts
$872K -$20.6K -214 -2%
HPC
805
HM Payson & Co
Maine
$870K -$36.7K -382 -4%
AWM
806
Axxcess Wealth Management
California
$866K -$147K -1,528 -15%
BWM
807
Buckley Wealth Management
Nevada
$865K
PW
808
Paladin Wealth
Minnesota
$862K +$44.5K +463 +6%
MMHP
809
Murphy Middleton Hinkle & Parker
Georgia
$860K
RWPA
810
Richard W. Paul & Associates
Michigan
$856K +$834K +8,682 New
IA
811
Integrity Alliance
Iowa
$855K -$1.35M -14,038 -62%
CCWM
812
Correct Capital Wealth Management
Missouri
$854K -$470K -4,899 -36%
DBIA
813
Dumont & Blake Investment Advisors
New Jersey
$852K -$4.8K -50 -0.6%
OIA
814
OneDigital Investment Advisors
Kansas
$845K +$6.43K +67 +0.8%
FTWA
815
Fifth Third Wealth Advisors
Ohio
$843K -$42K -437 -5%
PCM
816
Penserra Capital Management
California
$843K +$175K +1,823 +27%
ECM
817
Everence Capital Management
Indiana
$836K -$46.1K -480 -5%
FHA
818
First Horizon Advisors
Tennessee
$834K -$189K -1,968 -19%
SWA
819
Stratos Wealth Advisors
Ohio
$833K -$26.4K -275 -3%
PCS
820
Personal CFO Solutions
New Jersey
$832K +$214K +2,227 +36%
AAP
821
Arax Advisory Partners
Colorado
$828K -$87.4K -910 -30%
AB
822
Atlas Brown
Kentucky
$827K +$141K +1,464 +21%
RP
823
Rowlandmiller & Partners
Georgia
$823K -$159K -1,655 -17%
IB
824
Intrust Bank
Kansas
$822K -$85.1K -886 -10%
AssetMark Inc
825
AssetMark Inc
California
$820K +$235K +2,448 +42%