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Name Holding Trade Value Shares
Change
Change in
Stake
ST
1326
Sageworth Trust
Pennsylvania
$3.25M +$3.31M +9,617 New
EPW
1327
Evolve Private Wealth
California
$3.25M -$280K -813 -8%
ONST
1328
Old North State Trust
North Carolina
$3.24M +$177K +515 +6%
LA
1329
Legacy Advisors
Pennsylvania
$3.23M +$166K +482 +5%
SAI
1330
Savvy Advisors Inc
New York
$3.23M +$596K +1,733 +22%
APWM
1331
Argonautica Private Wealth Management
Massachusetts
$3.22M +$144K +419 +5%
AWM
1332
Adams Wealth Management
Utah
$3.22M -$307K -893 -9%
PWM
1333
Peterson Wealth Management
Nevada
$3.2M -$17.2K -50 -0.5%
EWM
1334
EPG Wealth Management
Georgia
$3.2M -$517K -1,502 -14%
HCC
1335
Hirtle Callaghan & Co
Pennsylvania
$3.18M -$37.2K -108 -1%
WPC
1336
Wedmont Private Capital
Pennsylvania
$3.18M -$57.5K -167 -2%
AAM
1337
Azzad Asset Management
Virginia
$3.17M -$513K -1,490 -14%
BL
1338
Balentine LLC
Georgia
$3.16M -$117K -341 -4%
GWM
1339
GSB Wealth Management
Connecticut
$3.16M -$567K -1,647 -15%
WMP
1340
Wealth Management Partners
Arizona
$3.16M -$61.9K -180 -2%
IP
1341
Indivisible Partners
Florida
$3.16M +$292K +848 +10%
PPA
1342
Pacific Point Advisors
California
$3.14M -$17.6K -51 -0.5%
HAG
1343
HF Advisory Group
Maryland
$3.13M -$257K -748 -7%
PGWM
1344
Parisi Gray Wealth Management
New Jersey
$3.13M +$33K +96 +1%
SFCL
1345
Strengthening Families & Communities LLC
Massachusetts
$3.13M +$3.18M +9,247 New
IHL
1346
Investment House LLC
California
$3.11M +$2.06M +5,990 +186%
MFIM
1347
Mesirow Financial Investment Management
Illinois
$3.11M +$823K +2,391 +35%
SS
1348
Sunbelt Securities
Texas
$3.1M +$165K +480 +6%
CAG
1349
Crestwood Advisors Group
Massachusetts
$3.1M +$387K +1,124 +14%
LCWM
1350
Legacy Capital Wealth Management
Texas
$3.08M +$2.62M +7,615 +505%