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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2251
Alterna Wealth Management
Texas
$766K -$15.3K -75 -2%
Financial Engines Advisors
2252
Financial Engines Advisors
California
$766K +$48.1K +235 +7%
LAI
2253
Legal Advantage Investments
California
$766K +$716K +3,500 New
PAM
2254
Paradigm Asset Management
New York
$763K -$2.24M -10,960 -76%
3F
2255
360 Financial
Minnesota
$762K
HL
2256
HeadInvest LLC
Maine
$760K +$362K +1,770 +104%
PDM
2257
Penn Davis McFarland
Texas
$759K -$18.4K -90 -3%
TWA
2258
TCI Wealth Advisors
Arizona
$759K +$7.78K +38 +1%
GWS
2259
Glassman Wealth Services
Virginia
$755K +$12.1K +59 +2%
MA
2260
MJP Associates
Connecticut
$752K +$704K +3,440 New
WCM
2261
Wedge Capital Management
North Carolina
$749K
ACWM
2262
Adams Chetwood Wealth Management
North Carolina
$744K -$12.7K -62 -2%
HG
2263
Harbor Group
New Hampshire
$744K +$727K +3,552 New
BHBT
2264
Burke & Herbert Bank & Trust
Virginia
$741K -$2.87K -14 -0.4%
OPA
2265
Old Port Advisors
Maine
$741K +$28.4K +139 +4%
PAMP
2266
Polar Asset Management Partners
Ontario, Canada
$741K +$694K +3,390 New
OFG
2267
Omega Financial Group
California
$740K -$3.68K -18 -0.5%
PCWA
2268
Pacific Capital Wealth Advisors
California
$739K
RSC
2269
Red Spruce Capital
Pennsylvania
$739K +$37.7K +184 +6%
FRA
2270
Frank Rimerman Advisors
California
$736K +$689K +3,365 New
SHWM
2271
Smith & Howard Wealth Management
Georgia
$736K -$5.12K -25 -0.7%
ACA
2272
Ackerman Capital Advisors
Texas
$736K
RWA
2273
Redhawk Wealth Advisors
Minnesota
$735K +$188K +918 +38%
TWM
2274
Tradition Wealth Management
Minnesota
$734K +$686K +3,354 New
KFGK
2275
Keystone Financial Group (Kentucky)
Kentucky
$733K -$6.34K -31 -0.9%