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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
Selective Wealth Management
Virginia
$29K +$56 +1 +0.2%
First Manhattan
552
First Manhattan
New York
$29K +$4.97K +89 +21%
LWCFA
553
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K +$27.9K +500 New
HNB
554
Huntington National Bank
Ohio
$27K -$9.94K -178 -28%
CFO
555
CVA Family Office
Colorado
$25K +$11.2K +200 +85%
GI
556
Gradient Investments
Minnesota
$23K -$4.97K -89 -18%
IBOK
557
Independence Bank of Kentucky
Kentucky
$23K
SN
558
Sittner & Nelson
Oregon
$23K
WLPWM
559
Walled Lake Planning & Wealth Management
Illinois
$23K
LWM
560
Liberty Wealth Management
California
$22K -$1.34K -24 -6%
IRAG
561
Investment Research & Advisory Group
Georgia
$22K
LPWM
562
Lake Point Wealth Management
Texas
$22K +$21.7K +388 New
PWMG
563
Prestige Wealth Management Group
New Jersey
$21K -$5.47K -98 -21%
KFS
564
Kelly Financial Services
Massachusetts
$21K +$64.4K +1,154 +5,770%
WP
565
WealthShield Partners
North Carolina
$20K +$56 +1 +0.3%
ETC
566
Exchange Traded Concepts
Oklahoma
$20K +$19.5K +349 New
IFAM
567
Institutional & Family Asset Management
Colorado
$19K +$1.95K +35 +12%
EFSCE
568
Enterprise Financial Services Corp (EFSC)
Missouri
$18K
NL
569
NVWM LLC
Pennsylvania
$18K
SCM
570
Silvant Capital Management
Georgia
$18K
GWS
571
Glassman Wealth Services
Virginia
$18K +$1.06K +19 +6%
WIM
572
Westside Investment Management
California
$17.1K
HWA
573
Heritage Wealth Advisors
Virginia
$17.1K
VRM
574
Vectors Research Management
New York
$17K
Nisa Investment Advisors
575
Nisa Investment Advisors
Missouri
$16.1K -$2.87M -51,357 -15%