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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
976
Cresset Asset Management
Illinois
$639K +$83.7K +482 +14%
PWA
977
Pitcairn Wealth Advisors
Pennsylvania
$637K +$682K +3,930 New
MWM
978
Mindset Wealth Management
Indiana
$636K +$38.2K +220 +6%
PGWM
979
Parisi Gray Wealth Management
New Jersey
$633K +$97.9K +564 +17%
BIG
980
Brookwood Investment Group
Arizona
$633K +$123K +709 +22%
WIA
981
Wealthedge Investment Advisors
New York
$632K +$306K +1,764 +83%
TAM
982
Titleist Asset Management
Texas
$632K +$322K +1,853 +91%
SFC
983
Swisher Financial Concepts
Ohio
$630K -$3.82K -22 -0.6%
AT
984
American Trust
Kentucky
$630K +$227K +1,306 +51%
SMC
985
Smith, Moore & Co
Missouri
$625K +$164K +945 +32%
SAM
986
Seelaus Asset Management
New Jersey
$624K
SWA
987
Strategies Wealth Advisors
Michigan
$621K -$69.1K -398 -9%
LIM
988
Leavell Investment Management
Alabama
$620K -$68.4K -394 -9%
BW
989
BostonPremier Wealth
Massachusetts
$620K +$133K +766 +25%
HFS
990
Hantz Financial Services
Michigan
$620K -$12.8K -74 -2%
SW
991
SMART Wealth
Nebraska
$616K +$296K +1,707 +81%
VanEck Associates
992
VanEck Associates
New York
$613K +$233K +1,341 +55%
SFFS
993
Stonehage Fleming Financial Services
Jersey
$612K +$656K +3,780 New
AWA
994
Alta Wealth Advisors
Massachusetts
$606K +$129K +741 +25%
NMG
995
New Millennium Group
Utah
$605K +$41.7K +240 +7%
MGP
996
Metis Global Partners
California
$601K -$62.9K -362 -9%
CCFM
997
Clear Creek Financial Management
Washington
$600K +$185K +1,068 +41%
FAG
998
Fortitude Advisory Group
Washington
$599K +$42.7K +246 +7%
CI
999
Cigna Investments
Connecticut
$598K
FRA
1000
Frank Rimerman Advisors
California
$596K +$253K +1,455 +65%