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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1001
Sierra Capital
Florida
$333K -$217 -3 -0.1%
IWC
1002
Integrated Wealth Concepts
Massachusetts
$332K +$7.38K +102 +2%
SWM
1003
Seed Wealth Management
Illinois
$332K +$322K +4,451 New
MSA
1004
Marino Stram & Associates
Massachusetts
$328K +$145 +2 +0%
SAI
1005
Systematic Alpha Investments
New Jersey
$328K
NFG
1006
Nations Financial Group
Iowa
$325K +$8.68K +120 +3%
JIC
1007
Joel Isaacson & Co
New York
$325K +$66K +913 +26%
VC
1008
Veracity Capital
Georgia
$324K +$7.81K +108 +3%
PCM
1009
Parsons Capital Management
Rhode Island
$324K +$315K +4,349 New
MPCG
1010
Matrix Private Capital Group
New York
$324K -$132K -1,820 -30%
RB
1011
Renasant Bank
Mississippi
$322K -$28.2K -390 -8%
MGIA
1012
Moneta Group Investment Advisors
Missouri
$321K -$112K -1,555 -31%
WA
1013
Wealth Architects
California
$321K +$4.92K +68 +2%
CPO
1014
Cerity Partners OCIO
New York
$320K +$311K +4,293 New
BWP
1015
Baldwin Wealth Partners
Massachusetts
$320K -$5.28K -73 -2%
CS
1016
Comerica Securities
Michigan
$319K -$59.8K -826 -16%
MYAM
1017
Meiji Yasuda Asset Management
Japan
$317K
PMA
1018
Prudent Man Advisors
Illinois
$316K +$72.1K +996 +31%
MFG
1019
MidWestOne Financial Group
Iowa
$311K +$6.51K +90 +2%
SMC
1020
Smith, Moore & Co
Missouri
$310K +$301K +4,158 New
H
1021
HoyleCohen
California
$309K +$39.6K +547 +15%
MHR
1022
Matthew Hamilton Rosenberg
$308K +$19.7K +273 +7%
FC
1023
Farley Capital
New York
$307K
CG
1024
Clifford Group
Massachusetts
$307K +$298K +4,118 New
ACM
1025
Alta Capital Management
Utah
$301K +$48.8K +675 +20%