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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1101
Cornerstone Wealth Management
Missouri
$651K +$32.9K +209 +5%
SB
1102
Sunflower Bank
Texas
$649K -$87.2K -554 -11%
PTP
1103
Platform Technology Partners
New York
$649K +$690K +4,386 New
EWM
1104
Empirical Wealth Management
Washington
$649K +$136K +865 +25%
FSA
1105
Franklin Street Advisors
North Carolina
$648K +$49.6K +315 +8%
MW
1106
Marcum Wealth
Ohio
$646K -$3.46K -22 -0.5%
PCP
1107
Proficio Capital Partners
Massachusetts
$645K +$6.92K +44 +1%
CUAMC
1108
China Universal Asset Management Company
China
$644K -$1.42M -9,038 -67%
DWA
1109
Douglass Winthrop Advisors
New York
$642K +$285K +1,811 +72%
CWP
1110
Core Wealth Partners
California
$638K -$19.4K -123 -3%
GWAM
1111
Guardian Wealth Advisors (Minnesota)
Minnesota
$636K -$26.1K -166 -4%
IF
1112
Insight Folios
North Carolina
$636K -$2.67K -17 -0.4%
KOCAA
1113
Knights of Columbus Asset Advisors
Connecticut
$635K -$4.72K -30 -0.7%
AG
1114
AlTi Global
New York
$631K +$9.6K +61 +1%
SF
1115
Summit Financial
New Jersey
$631K +$333K +2,117 +99%
GLA
1116
Good Life Advisors
Pennsylvania
$627K +$472 +3 +0.1%
CT
1117
Chicago Trust
Illinois
$626K +$27.2K +173 +4%
MME
1118
Meag Munich Ergo
Germany
$623K -$3.18M -20,233 -83%
RSWM
1119
Robertson Stephens Wealth Management
California
$617K -$517K -3,289 -44%
IIA
1120
IPG Investment Advisors
California
$615K -$8.5K -54 -1%
SIM
1121
Stratos Investment Management
Ohio
$614K +$59.9K +381 +10%
BB
1122
Berkshire Bank
Massachusetts
$614K -$179K -1,137 -22%
NFG
1123
Northeast Financial Group
Pennsylvania
$614K +$351K +2,229 +116%
RIM
1124
RW Investment Management
Idaho
$613K +$25.6K +163 +4%
Capstone Investment Advisors
1125
Capstone Investment Advisors
New York
$612K -$1.54M -9,813 -70%