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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
951
BSW Wealth Partners
Colorado
$643K +$86.1K +450 +17%
NL
952
NVWM LLC
Pennsylvania
$635K +$5.36K +28 +0.9%
FCP
953
Fidelis Capital Partners
Florida
$633K -$16.5K -86 -3%
SQA
954
Simon Quick Advisors
New Jersey
$624K +$51.3K +268 +10%
CFP
955
Catalyst Financial Partners
Massachusetts
$624K -$2.3K -12 -0.4%
Capstone Investment Advisors
956
Capstone Investment Advisors
New York
$621K +$576K +3,008 New
ZIC
957
ZWJ Investment Counsel
Georgia
$618K +$1.53K +8 +0.3%
CWP
958
Capital Wealth Planning
Florida
$615K +$2.11K +11 +0.4%
NP
959
Nilsine Partners
Colorado
$614K +$2.3K +12 +0.4%
IFO
960
Independent Family Office
New York
$610K – – –
TWM
961
Trueblood Wealth Management
Ohio
$605K +$561K +2,933 New
PAG
962
Private Advisory Group
Washington
$605K -$96.5K -504 -15%
CI
963
Conning Inc
Connecticut
$605K -$8.42K -44 -1%
PP
964
Pegasus Partners
Wisconsin
$601K – – –
NB
965
NBT Bank
New York
$598K -$59.7K -312 -10%
1WM
966
1858 Wealth Management
Ohio
$597K +$95K +496 +21%
QC
967
Quent Capital
New York
$591K -$4.21K -22 -0.8%
WAP
968
Wealthcare Advisory Partners
Pennsylvania
$590K +$11.9K +62 +2%
SMA
969
Sage Mountain Advisors
Georgia
$586K +$71.6K +374 +15%
HI
970
Humankind Investments
New York
$584K -$71.8K -375 -12%
PWP
971
Phillips Wealth Planners
Mississippi
$584K +$89.2K +466 +21%
CC
972
Callan Capital
California
$583K +$32.2K +168 +6%
TWP
973
Tyche Wealth Partners
Texas
$580K +$28.3K +148 +6%
IWM
974
IHT Wealth Management
Illinois
$580K +$118K +616 +28%
MWM
975
Modern Wealth Management
Kansas
$579K +$70.8K +370 +15%