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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1301
Cordatus Wealth Management
Pennsylvania
$772K +$674K +4,444 New
GFWA
1302
Grey Fox Wealth Advisors
Delaware
$772K
DBRC
1303
D.B. Root & Company
Pennsylvania
$770K -$273K -1,798 -29%
SAI
1304
Systematic Alpha Investments
New Jersey
$765K
NIM
1305
Northeast Investment Management
Massachusetts
$764K +$6.22K +41 +0.9%
LWM
1306
Lodestone Wealth Management
Washington
$762K +$14.7K +97 +2%
IAIM
1307
International Assets Investment Management
Florida
$762K +$156K +1,031 +31%
MGIA
1308
Moneta Group Investment Advisors
Missouri
$761K +$72.8K +480 +12%
OA
1309
Oxbow Advisors
Texas
$757K +$660K +4,353 New
RA
1310
RFG Advisory
Alabama
$754K +$258K +1,703 +65%
FM
1311
Family Management
New York
$752K +$147K +968 +29%
RMCM
1312
Reynders McVeigh Capital Management
Massachusetts
$751K -$21.7K -143 -3%
FG
1313
Foster Group
Iowa
$750K +$8.8K +58 +1%
NRC
1314
New Republic Capital
North Carolina
$749K +$8.95K +59 +1%
AI
1315
AXS Investments
New York
$747K -$410K -2,700 -39%
MCM
1316
Mattern Capital Management
Colorado
$747K +$127K +837 +24%
MG
1317
Mather Group
Illinois
$744K +$78K +514 +10%
FCH
1318
Freestone Capital Holdings
Washington
$743K +$230K +1,517 +55%
WWP
1319
WR Wealth Planners
Missouri
$743K +$619K +4,079 +2,081%
LCWP
1320
Legacy Capital Wealth Partners
Arkansas
$742K +$648K +4,270 New
FNT
1321
First Nebraska Trust
Nebraska
$731K
CAM
1322
Cidel Asset Management
Ontario, Canada
$721K
SVWAG
1323
Sound View Wealth Advisors Group
Georgia
$720K +$10.3K +68 +2%
ST
1324
Somerset Trust
Pennsylvania
$719K +$48.7K +321 +8%
HIS
1325
Harvest Investment Services
Illinois
$718K +$393K +2,588 +168%