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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1001
Keudell/Morrison Wealth Management
Oregon
$335K -$1.88K -26 -0.6%
SC
1002
Sierra Capital
Florida
$333K -$217 -3 -0.1%
IWC
1003
Integrated Wealth Concepts
Massachusetts
$332K +$7.38K +102 +2%
SWM
1004
Seed Wealth Management
Illinois
$332K +$322K +4,451 New
MSA
1005
Marino Stram & Associates
Massachusetts
$328K +$145 +2 +0%
SAI
1006
Systematic Alpha Investments
New Jersey
$328K – – –
NFG
1007
Nations Financial Group
Iowa
$325K +$8.68K +120 +3%
JIC
1008
Joel Isaacson & Co
New York
$325K +$66K +913 +26%
VC
1009
Veracity Capital
Georgia
$324K +$7.81K +108 +3%
PCM
1010
Parsons Capital Management
Rhode Island
$324K +$315K +4,349 New
MPCG
1011
Matrix Private Capital Group
New York
$324K -$132K -1,820 -30%
RB
1012
Renasant Bank
Mississippi
$322K -$28.2K -390 -8%
MGIA
1013
Moneta Group Investment Advisors
Missouri
$321K -$112K -1,555 -31%
WA
1014
Wealth Architects
California
$321K +$4.92K +68 +2%
CPO
1015
Cerity Partners OCIO
New York
$320K +$311K +4,293 New
BWP
1016
Baldwin Wealth Partners
Massachusetts
$320K -$5.28K -73 -2%
CS
1017
Comerica Securities
Michigan
$319K -$59.8K -826 -16%
MYAM
1018
Meiji Yasuda Asset Management
Japan
$317K – – –
PMA
1019
Prudent Man Advisors
Illinois
$316K +$72.1K +996 +31%
MFG
1020
MidWestOne Financial Group
Iowa
$311K +$6.51K +90 +2%
SMC
1021
Smith, Moore & Co
Missouri
$310K +$301K +4,158 New
H
1022
HoyleCohen
California
$309K +$39.6K +547 +15%
MHR
1023
Matthew Hamilton Rosenberg
$308K +$19.7K +273 +7%
FC
1024
Farley Capital
New York
$307K – – –
CG
1025
Clifford Group
Massachusetts
$307K +$298K +4,118 New