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Name Holding Trade Value Shares
Change
Change in
Stake
MBT
1326
Montecito Bank & Trust
California
$3.27M -$172K -500 -5%
GLAM
1327
Gardner Lewis Asset Management
Pennsylvania
$3.27M +$220K +639 +7%
CreativeOne Wealth
1328
CreativeOne Wealth
Kansas
$3.25M -$61.6K -179 -2%
Sageworth Trust
1329
Sageworth Trust
Pennsylvania
$3.25M +$3.31M +9,617 New
EPW
1330
Evolve Private Wealth
California
$3.25M -$280K -813 -8%
ONST
1331
Old North State Trust
North Carolina
$3.24M +$177K +515 +6%
LA
1332
Legacy Advisors
Pennsylvania
$3.23M +$166K +482 +5%
Savvy Advisors Inc
1333
Savvy Advisors Inc
New York
$3.23M +$596K +1,733 +22%
APWM
1334
Argonautica Private Wealth Management
Massachusetts
$3.22M +$144K +419 +5%
AWM
1335
Adams Wealth Management
Utah
$3.22M -$307K -893 -9%
PWM
1336
Peterson Wealth Management
Nevada
$3.2M -$17.2K -50 -0.5%
EWM
1337
EPG Wealth Management
Georgia
$3.2M -$517K -1,502 -14%
Hirtle Callaghan & Co
1338
Hirtle Callaghan & Co
Pennsylvania
$3.18M -$37.2K -108 -1%
Wedmont Private Capital
1339
Wedmont Private Capital
Pennsylvania
$3.18M -$57.5K -167 -2%
AAM
1340
Azzad Asset Management
Virginia
$3.17M -$513K -1,490 -14%
Balentine LLC
1341
Balentine LLC
Georgia
$3.16M -$117K -341 -4%
GWM
1342
GSB Wealth Management
Connecticut
$3.16M -$567K -1,647 -15%
WMP
1343
Wealth Management Partners
Arizona
$3.16M -$61.9K -180 -2%
IP
1344
Indivisible Partners
Florida
$3.16M +$292K +848 +10%
PPA
1345
Pacific Point Advisors
California
$3.14M -$17.6K -51 -0.5%
HAG
1346
HF Advisory Group
Maryland
$3.13M -$257K -748 -7%
PGWM
1347
Parisi Gray Wealth Management
New Jersey
$3.13M +$33K +96 +1%
SFCL
1348
Strengthening Families & Communities LLC
Massachusetts
$3.13M +$3.18M +9,247 New
IHL
1349
Investment House LLC
California
$3.11M +$2.06M +5,990 +186%
Mesirow Financial Investment Management
1350
Mesirow Financial Investment Management
Illinois
$3.11M +$823K +2,391 +35%