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Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
826
Heritage Wealth Management (Arizona)
Arizona
$477K -$34.1K -412 -6%
WSTAM
827
Wilbanks Smith & Thomas Asset Management
Virginia
$475K +$14.3K +173 +3%
AMCA
828
Arthur M. Cohen & Associates
Illinois
$474K
FDS
829
First Dallas Securities
Texas
$471K +$153K +1,850 +37%
SWP
830
Stratos Wealth Partners
Ohio
$469K -$45.1K -546 -7%
MC
831
Merlin Capital
Rhode Island
$468K +$909 +11 +0.2%
SCM
832
Seascape Capital Management
New Hampshire
$467K -$17.9K -216 -3%
ARMT
833
Amica Retiree Medical Trust
Rhode Island
$463K +$559K +6,759 New
SAM
834
Seelaus Asset Management
New Jersey
$462K -$8.27K -100 -1%
CL
835
CPWM LLC
Washington
$461K -$62.8K -760 -10%
ET
836
Equitable Trust
Tennessee
$459K -$2.43M -29,354 -81%
SWM
837
Spire Wealth Management
Virginia
$459K -$352K -4,257 -39%
CWA
838
Canvas Wealth Advisors
Kansas
$459K -$62.9K -761 -9%
KWM
839
Kingsview Wealth Management
Oregon
$459K +$12.8K +155 +2%
SF
840
Summit Financial
New Jersey
$456K +$545K +6,594 New
IWM
841
IHT Wealth Management
Illinois
$456K +$206K +2,493 +60%
EH
842
Equitable Holdings
New York
$455K -$152K -1,839 -22%
CPWA
843
Cerro Pacific Wealth Advisors
California
$447K -$15.5K -187 -3%
PIA
844
Perennial Investment Advisors
California
$447K -$8.93K -108 -2%
CCM
845
Cox Capital Management
Massachusetts
$447K +$59.3K +718 +12%
MBT
846
Montecito Bank & Trust
California
$447K +$167K +2,020 +45%
JAG
847
Journey Advisory Group
Kentucky
$446K
BSW
848
Buckingham Strategic Wealth
Missouri
$446K +$36.5K +441 +7%
BAM
849
Blueshift Asset Management
New Jersey
$443K +$534K +6,465 New
WWM
850
Western Wealth Management
Colorado
$442K +$12.7K +154 +2%