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Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
851
Financial Advocates Investment Management
Washington
$270K -$39.4K -902 -13%
C
852
Certuity
Florida
$268K +$77K +1,762 +42%
PWM
853
PRW Wealth Management
Massachusetts
$268K +$262K +5,987 New
CRC
854
Curi RMB Capital
Illinois
$267K +$32.8K +750 +14%
FWM
855
Focused Wealth Management
New York
$267K +$254K +5,812 +4,008%
FHA
856
Flagship Harbor Advisors
Massachusetts
$265K
GWCM
857
Godshalk Welsh Capital Management
Pennsylvania
$265K +$10.9K +250 +4%
TCM
858
Tuttle Capital Management
Connecticut
$263K +$256K +5,862 New
MWM
859
Meridian Wealth Management
Kentucky
$262K -$599K -13,701 -70%
SB
860
Simmons Bank
Arkansas
$262K -$4.33K -99 -2%
SS
861
Simplicity Solutions
Minnesota
$262K +$47.3K +1,082 +23%
PWM
862
Perigon Wealth Management
California
$259K +$253K +5,789 New
UAS
863
United Asset Strategies
New York
$258K -$35.9K -821 -12%
FA
864
Forefront Analytics
Pennsylvania
$258K
RFN
865
RDA Financial Network
Iowa
$258K +$1.66K +38 +0.7%
MMA
866
Miracle Mile Advisors
California
$254K +$247K +5,660 New
MFA
867
Mayflower Financial Advisors
Massachusetts
$253K +$235K +5,386 New
IWP
868
Icon Wealth Partners
Texas
$252K -$1K -23 -0.4%
ALAM
869
Asahi Life Asset Management
Japan
$252K +$246K +5,630 New
Axa
870
Axa
France
$250K -$10.9K -249 -4%
SC
871
Sepio Capital
Utah
$250K -$2.19K -50 -0.9%
LB
872
Leo Brokerage
Texas
$244K +$20.1K +460 +9%
SWA
873
Sax Wealth Advisors
New Jersey
$244K +$238K +5,449 New
CFGS
874
Concourse Financial Group Securities
Alabama
$242K -$23.1K -528 -9%
DIM
875
Delta Investment Management
California
$242K -$3.02K -69 -1%