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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
851
Stratos Wealth Partners
Ohio
$494K -$2.24K -23 -0.6%
PCIG
852
Partners Capital Investment Group
Massachusetts
$493K +$373K +3,838 New
CWM
853
Cornerstone Wealth Management
Missouri
$492K +$373K +3,834 New
SAM
854
Seelaus Asset Management
New Jersey
$492K +$372K +3,830 New
WCM
855
Washington Capital Management
Washington
$487K +$369K +3,795 New
NRG
856
Nemes Rush Group
Michigan
$486K +$3.69K +38 +1%
FHA
857
First Horizon Advisors
Tennessee
$486K -$30K -309 -8%
PIA
858
Prakash Investment Advisors
Massachusetts
$484K -$972 -10 -0.1%
TCG
859
Transcendent Capital Group
Oklahoma
$484K +$367K +3,771 New
Kovitz Investment Group Partners
860
Kovitz Investment Group Partners
Illinois
$484K +$366K +3,767 New
CI
861
Cigna Investments
Connecticut
$482K +$12.3K +127 +4%
SWM
862
Spire Wealth Management
Virginia
$482K +$107K +1,096 +41%
AFG
863
Atomi Financial Group
New York
$478K +$34.3K +353 +10%
FNBT
864
FineMark National Bank & Trust
Florida
$478K -$30K -309 -8%
CW
865
CreativeOne Wealth
Kansas
$475K +$66.5K +684 +23%
GAA
866
Global Assets Advisory
Florida
$471K -$210K -2,159 -36%
RFN
867
Redwood Financial Network
Ohio
$467K +$353K +3,633 New
MGIA
868
Moneta Group Investment Advisors
Missouri
$465K -$2.82K -29 -0.8%
WPC
869
Wedmont Private Capital
Pennsylvania
$463K +$62.1K +639 +22%
PFGIA
870
Patriot Financial Group Insurance Agency
Massachusetts
$462K +$6.71K +69 +2%
CLOS
871
Compagnie Lombard Odier SCmA
Switzerland
$457K +$24.3K +250 +8%
STA
872
Summit Trail Advisors
New York
$456K +$346K +3,555 New
HBW
873
Hazlett, Burt & Watson
West Virginia
$456K +$141K +1,455 +69%
NFG
874
Nations Financial Group
Iowa
$455K +$345K +3,545 New
GAM
875
Grandview Asset Management
Pennsylvania
$454K +$9.34K +96 +3%