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Name Holding Trade Value Shares
Change
Change in
Stake
SB
1626
Strategic Blueprint
Georgia
$756K +$31.9K +172 +5%
CPWA
1627
Cerro Pacific Wealth Advisors
California
$752K +$162K +873 +36%
GBT
1628
Grove Bank & Trust
Florida
$751K -$35.6K -192 -5%
FCG
1629
Fielder Capital Group
Tennessee
$750K
LWM
1630
Lionsbridge Wealth Management
Florida
$749K +$612K +3,306 New
LI
1631
LMCG Investments
Massachusetts
$749K -$185 -1 -0%
SW
1632
SVB Wealth
Massachusetts
$746K +$611K +3,296 New
BHC
1633
Bowen Hanes & Co
Florida
$745K
HFW
1634
Horizon Family Wealth
Illinois
$742K +$2.22K +12 +0.4%
WA
1635
Whipplewood Advisors
Colorado
$740K +$74.1K +400 +14%
LA
1636
Latitude Advisors
Florida
$739K -$4.63K -25 -0.8%
GI
1637
Gradient Investments
Minnesota
$735K +$146K +790 +32%
WWA
1638
Wisconsin Wealth Advisors
Wisconsin
$735K +$69.7K +376 +13%
NP
1639
NorthRock Partners
Minnesota
$734K -$168K -908 -22%
MSRI
1640
Michael S. Ryan Inc
New York
$734K +$9.82K +53 +2%
HC
1641
Hara Capital
Washington
$733K +$6.48K +35 +1%
EAM
1642
Evanson Asset Management
California
$732K +$188K +1,017 +46%
CW
1643
Channel Wealth
California
$732K +$66.9K +361 +13%
SAM
1644
Smartleaf Asset Management
Massachusetts
$732K +$144K +775 +32%
KCMH
1645
Keywise Capital Management (HK)
Hong Kong
$732K -$204K -1,100 -25%
MPCG
1646
Matrix Private Capital Group
New York
$725K -$75.8K -409 -11%
CA
1647
Continuum Advisory
Idaho
$720K -$83.5K -451 -12%
PBO
1648
Peoples Bank (Ohio)
Ohio
$718K +$587K +3,168 New
MWA
1649
Meridian Wealth Advisors
Texas
$717K
LCWP
1650
Legacy Capital Wealth Partners
Arkansas
$716K -$166K -898 -22%