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Name Holding Trade Value Shares
Change
Change in
Stake
SPC
926
Sigma Planning Corp
Michigan
$436K +$39.1K +541 +10%
SVWAG
927
Sound View Wealth Advisors Group
Georgia
$434K +$10.4K +144 +4%
MME
928
Meag Munich Ergo
Germany
$433K +$125K +1,727 +42%
GWM
929
Greenwich Wealth Management
Connecticut
$433K +$12.8K +177 +3%
SIG
930
Spinnaker Investment Group
California
$432K +$5.06K +70 +1%
DBRC
931
D.B. Root & Company
Pennsylvania
$428K +$416K +5,745 New
EWM
932
Endowment Wealth Management
Wisconsin
$428K -$6.87K -95 -2%
CPWA
933
Cerro Pacific Wealth Advisors
California
$428K -$56.8K -785 -12%
PWP
934
Principle Wealth Partners
Connecticut
$426K +$83.4K +1,153 +25%
IWA
935
Intercontinental Wealth Advisors
Texas
$424K +$3.69K +51 +0.9%
PIM
936
Penobscot Investment Management
Massachusetts
$423K -$234K -3,230 -36%
BCM
937
Birch Capital Management
Texas
$423K – – –
AIA
938
Alera Investment Advisors
Illinois
$422K -$42.8K -592 -9%
RFA
939
Resurgent Financial Advisors
Georgia
$420K +$40.7K +562 +11%
PG
940
Patten Group
Tennessee
$419K -$209K -2,893 -34%
OWA
941
One Wealth Advisors
California
$418K -$555K -7,676 -58%
TF
942
Trek Financial
Arizona
$412K -$1.45K -20 -0.4%
PCH
943
PGIM Custom Harvest
New Jersey
$410K +$398K +5,503 New
CFG
944
Carr Financial Group
Massachusetts
$410K +$396K +5,468 New
AAM
945
Auxier Asset Management
Oregon
$409K – – –
WHAM
946
Windmill Hill Asset Management
United Kingdom
$407K +$396K +5,470 New
PGFC
947
Peapack-Gladstone Financial Corp
New Jersey
$407K +$46.4K +642 +13%
YIA
948
YHB Investment Advisors
Connecticut
$407K -$65.5K -905 -14%
FCA
949
FLC Capital Advisors
California
$406K +$394K +5,444 New
CIC
950
Carnegie Investment Counsel
Ohio
$405K +$393K +5,431 New