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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
851
Western Wealth Management
Colorado
$442K +$12.7K +154 +2%
JWM
852
Jeppson Wealth Management
California
$441K +$64.5K +780 +14%
IA
853
IFP Advisors
Florida
$441K +$206K +2,493 +13%
LNC
854
Lincoln National Corp
Pennsylvania
$436K -$39.3K -476 -7%
YIA
855
YHB Investment Advisors
Connecticut
$436K +$33.9K +410 +7%
AIA
856
Alera Investment Advisors
Illinois
$429K -$335K -4,051 -39%
CCG
857
Cloverfields Capital Group
Minnesota
$428K +$13.4K +162 +3%
V
858
Veritable
Delaware
$427K -$177K -2,141 -26%
HC
859
Hamilton Capital
Ohio
$426K +$149K +1,799 +41%
AWA
860
Arkadios Wealth Advisors
Georgia
$425K +$29.2K +353 +6%
MPCG
861
Matrix Private Capital Group
New York
$424K -$39.4K -477 -7%
GWM
862
Gitterman Wealth Management
New Jersey
$423K +$11.7K +142 +2%
SFG
863
SevenBridge Financial Group
Pennsylvania
$423K +$510K +6,172 New
SXL
864
Summit X LLC
Missouri
$420K +$10.2K +124 +2%
SL
865
Stevard LLC
Illinois
$420K +$506K +6,120 New
SPWM
866
Schrum Private Wealth Management
Florida
$416K – – –
MPPW
867
Mitchell & Pahl Private Wealth
Oklahoma
$416K +$52.5K +635 +12%
MYLI
868
Meiji Yasuda Life Insurance
Japan
$414K – – –
HH
869
Hilltop Holdings
Texas
$409K -$266K -3,221 -35%
GIA
870
GHP Investment Advisors
Colorado
$409K +$36.8K +445 +8%
KCIA
871
Kingsbury Capital Investment Advisors
Illinois
$408K -$365K -4,417 -43%
UCB
872
United Community Bank
South Carolina
$405K +$48.4K +585 +11%
PHS
873
Pekin Hardy Strauss
Illinois
$401K -$26.6K -322 -5%
EWM
874
Endowment Wealth Management
Wisconsin
$400K +$43.6K +528 +10%
CHP
875
Cable Hill Partners
Oregon
$397K +$40K +484 +9%