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Name Holding Trade Value Shares
Change
Change in
Stake
Modera Wealth Management
526
Modera Wealth Management
New Jersey
$413K -$3.33K -14 -0.8%
NW
527
Naviter Wealth
Arkansas
$407K -$104K -436 -21%
GIM
528
Generali Investments Management
Slovenia
$406K +$96.2K +404 +33%
AC
529
Avestar Capital
New York
$402K +$385K +1,617 New
J. Safra Sarasin Holding
530
J. Safra Sarasin Holding
$398K -$8.57K -36 -2%
G
531
GenTrust
Florida
$398K -$136K -570 -26%
KAM
532
Knightsbridge Asset Management
California
$397K +$75.4K +317 +25%
NWM
533
Northwest Wealth Management
Iowa
$397K -$19.3K -81 -5%
CFP
534
Catalyst Financial Partners
Massachusetts
$394K +$378K +1,588 New
AG
535
Ascent Group
Virginia
$392K -$15K -63 -4%
Panagora Asset Management
536
Panagora Asset Management
Massachusetts
$387K – – –
Lido Advisors
537
Lido Advisors
California
$386K -$129K -542 -26%
BIAS
538
Beacon Investment Advisory Services
New Jersey
$385K +$73.3K +308 +25%
SignatureFD
539
SignatureFD
Georgia
$384K -$5.47K -23 -1%
GTS Securities
540
GTS Securities
Florida
$383K +$367K +1,544 New
RP
541
Riverwater Partners
Wisconsin
$383K +$87.6K +368 +31%
HA
542
Harbor Advisors
Florida
$373K – – –
IWA
543
Inspirion Wealth Advisors
Illinois
$373K – – –
KCM
544
Kathmere Capital Management
Pennsylvania
$372K +$57.4K +241 +19%
Quadrant Capital Group
545
Quadrant Capital Group
Ohio
$372K -$278K -1,166 -44%
VA
546
VestGen Advisors
Illinois
$369K +$307K +1,292 New
C
547
Certuity
Florida
$367K +$352K +1,479 New
SFC
548
SYM Financial Corp
Indiana
$363K -$10K -42 -3%
PPWP
549
Premier Path Wealth Partners
New Jersey
$362K +$347K +1,459 New
LWM
550
LeConte Wealth Management
Tennessee
$360K +$110K +461 +47%