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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
826
FFT Wealth Management
Pennsylvania
$337K +$334K +1,306 New
BBW
827
Blue Barn Wealth
Utah
$336K -$5.37K -21 -2%
CNBOF
828
City National Bank of Florida
Florida
$335K +$332K +1,300 New
SW
829
Simplicity Wealth
New Jersey
$330K +$9.45K +37 +3%
TI
830
TTP Investments
California
$329K
PPWP
831
Premier Path Wealth Partners
New Jersey
$328K +$3.07K +12 +1%
C
832
Certuity
Florida
$327K +$324K +1,269 New
TA
833
TFG Advisers
Michigan
$325K
DADC
834
D.A. Davidson & Co
Montana
$323K -$18.9K -74 -6%
1WM
835
1858 Wealth Management
Ohio
$321K -$275K -1,076 -46%
TA
836
TKG Advisors
Indiana
$320K -$5.11K -20 -2%
SIC
837
Samalin Investment Counsel
New York
$320K +$317K +1,239 New
GI
838
GAMMA Investing
California
$318K +$54.4K +213 +21%
FI
839
Finivi Inc
Massachusetts
$317K +$28.4K +111 +10%
SWM
840
SeaCrest Wealth Management
New York
$317K +$23.5K +92 +8%
AF
841
Allworth Financial
California
$315K +$63.4K +248 +25%
AC
842
Avestar Capital
New York
$314K +$311K +1,218 New
ET
843
Equitable Trust
Tennessee
$312K
BWP
844
BlueStem Wealth Partners
Minnesota
$310K +$307K +1,201 New
VCAM
845
Van Cleef Asset Management
Ohio
$310K
CPM
846
Connective Portfolio Management
New York
$310K +$307K +1,200 New
GWM
847
GK Wealth Management
Nevada
$308K +$305K +1,193 New
MC
848
Machina Capital
France
$306K -$236K -922 -44%
MC
849
Moors & Cabot
Massachusetts
$305K +$90.2K +353 +43%
PP
850
PDS Planning
Ohio
$304K +$3.07K +12 +1%