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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
851
Axxcess Wealth Management
California
$585K -$373K -4,034 -36%
FNBT
852
FineMark National Bank & Trust
Florida
$580K -$2.68K -29 -0.4%
CFB
853
Cullen/Frost Bankers
Texas
$579K +$4.62K +50 +0.7%
WA
854
Wealth Alliance
New York
$577K -$555K -5,999 -46%
SCM
855
Seascape Capital Management
New Hampshire
$574K
PFGIA
856
Patriot Financial Group Insurance Agency
Massachusetts
$569K +$24K +259 +4%
CA
857
Continuum Advisory
Idaho
$569K +$239K +2,589 +59%
FAFN
858
First Affirmative Financial Network
Colorado
$568K +$12.3K +133 +2%
SC
859
Sierra Capital
Florida
$567K +$23.2K +251 +4%
AMCA
860
Arthur M. Cohen & Associates
Illinois
$566K
JAG
861
Journey Advisory Group
Kentucky
$561K +$213K +2,300 +55%
SAM
862
Seelaus Asset Management
New Jersey
$560K
LNC
863
Lincoln National Corp
Pennsylvania
$559K +$91.6K +991 +17%
SAM
864
Sabadell Asset Management
Spain
$559K -$1.82M -19,674 -75%
EWA
865
EverSource Wealth Advisors
Alabama
$558K +$264K +2,854 +72%
MC
866
Merlin Capital
Rhode Island
$557K +$5.27K +57 +0.8%
WSTAM
867
Wilbanks Smith & Thomas Asset Management
Virginia
$552K +$25K +270 +4%
WA
868
WESPAC Advisors
California
$551K -$395K -4,273 -39%
CPWA
869
Cerro Pacific Wealth Advisors
California
$549K -$153K -1,657 -20%
FHA
870
First Horizon Advisors
Tennessee
$546K -$121K -1,306 -16%
MPCG
871
Matrix Private Capital Group
New York
$544K -$34.5K -373 -5%
CBFP
872
Cedar Brook Financial Partners
Ohio
$543K -$98.3K -1,063 -14%
PIA
873
Perennial Investment Advisors
California
$542K -$500K -5,412 -45%
AC
874
Avestar Capital
New York
$541K -$63.2K -683 -9%
WPW
875
Warther Private Wealth
Ohio
$539K +$15.3K +165 +2%