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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
876
Meridian Wealth Management
Kentucky
$800K +$779K +6,649 New
CG
877
Colony Group
Massachusetts
$798K +$22.8K +195 +3%
BWP
878
Baldwin Wealth Partners
Massachusetts
$795K +$6.33K +54 +0.8%
AAS
879
Annex Advisory Services
Wisconsin
$792K -$51K -435 -6%
LNC
880
Lincoln National Corp
Pennsylvania
$788K +$81.2K +693 +12%
HFM
881
Harvest Fund Management
China
$782K -$103K -883 -12%
SIG
882
Spinnaker Investment Group
California
$781K +$698K +5,960 New
AWA
883
Amplius Wealth Advisors
Pennsylvania
$780K +$760K +6,485 New
RFM
884
Royal Fund Management
Florida
$778K +$14.5K +124 +2%
JE
885
JMAC Enterprises
Pennsylvania
$778K +$742K +6,332 New
BFA
886
BMS Financial Advisors
South Dakota
$777K +$756K +6,458 New
LA
887
Latitude Advisors
Florida
$770K +$138K +1,174 +22%
CL
888
CSS LLC
Illinois
$768K +$747K +6,381 New
CA
889
Cetera Advisors
Colorado
$765K -$35.3K -301 -5%
HA
890
HYA Advisors
Missouri
$763K +$2.23K +19 +0.3%
EF
891
Empowered Funds
Pennsylvania
$761K +$254K +2,170 +52%
1IA
892
1620 Investment Advisors
Massachusetts
$756K +$736K +6,287 New
IC
893
Inverness Counsel
New York
$749K
PTC
894
Private Trust Company
Ohio
$745K -$409K -3,491 -36%
SWP
895
Stratos Wealth Partners
Ohio
$740K +$43.8K +374 +6%
MFW
896
Meristem Family Wealth
Minnesota
$739K -$452K -3,855 -39%
SL
897
Stevard LLC
Illinois
$736K
LTI
898
Laffer Tengler Investments
Tennessee
$729K +$29.2K +249 +4%
FA
899
Faithward Advisors
Pennsylvania
$725K -$3.49M -29,811 -83%
WA
900
WP Advisors
California
$724K +$11.7K +100 +2%