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Name Holding Trade Value Shares
Change
Change in
Stake
KP
1226
Keel Point
Alabama
$479K +$88K +559 +19%
HWA
1227
Heritage Wealth Advisors
Virginia
$477K -$34.6K -220 -6%
HR
1228
Howe & Rusling
New York
$477K +$944 +6 +0.2%
BA
1229
Ballew Advisors
Mississippi
$476K -$4.72K -30 -0.9%
FA
1230
Faithward Advisors
Pennsylvania
$476K -$20.1K -128 -4%
9WM
1231
9258 Wealth Management
Ohio
$473K +$23.3K +148 +5%
JSSH
1232
J. Safra Sarasin Holding
$473K +$503K +3,194 New
PWP
1233
Principle Wealth Partners
Connecticut
$473K
FMLI
1234
Fukoku Mutual Life Insurance
Japan
$472K -$61.4K -390 -11%
BOPW
1235
Brandywine Oak Private Wealth
Pennsylvania
$472K -$5.66K -36 -1%
DS
1236
DRW Securities
Illinois
$471K +$83.4K +530 +20%
OA
1237
Operose Advisors
Wisconsin
$471K -$5.51K -35 -1%
UAML
1238
US Asset Management LLC
Pennsylvania
$468K -$14.8K -94 -3%
SPC
1239
Spirepoint Private Client
Florida
$466K
NFA
1240
Northern Financial Advisors
Michigan
$466K -$3.78K -24 -0.8%
I2I
1241
Insight 2811 Inc
Illinois
$466K
DI
1242
Diligent Investors
California
$465K -$3.93K -25 -0.8%
MFIM
1243
Mesirow Financial Investment Management
Illinois
$464K -$12K -76 -2%
H
1244
HoyleCohen
California
$462K -$137K -870 -22%
BDFN
1245
Bond & Devick Financial Network
Minnesota
$459K -$23.6K -150 -5%
RG
1246
Rathbones Group
United Kingdom
$457K -$16.5K -105 -3%
WFL
1247
Wealth Forward LLC
North Dakota
$457K
SWM
1248
Shelton Wealth Management
Texas
$455K +$484K +3,074 New
PA
1249
PFG Advisors
Arizona
$455K -$4.56K -29 -0.9%
MIM
1250
Marco Investment Management
Georgia
$452K +$6.29K +40 +1%