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Woodward

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Apollon Wealth Management
South Carolina
$451K +$402K +1,059 New
AC
502
AlphaCore Capital
California
$448K +$73.6K +194 +23%
MCM
503
MAI Capital Management
Ohio
$440K +$46.3K +122 +13%
PFS
504
Prospera Financial Services
Texas
$438K -$10.2K -27 -3%
BHPW
505
Beverly Hills Private Wealth
California
$434K -$559K -1,473 -59%
Lido Advisors
506
Lido Advisors
California
$428K +$382K +1,006 New
CWM
507
Calamos Wealth Management
Illinois
$427K -$11.8K -31 -3%
AUB
508
Atlantic Union Bankshares
Virginia
$425K -$523K -1,379 -58%
CC
509
Courier Capital
New York
$425K -$75.9K -200 -17%
FBFS
510
First Business Financial Services
Wisconsin
$425K – – –
TFGT
511
TS Financial Group (TSFG)
Illinois
$425K +$7.58K +20 +2%
KAS
512
Kestra Advisory Services
Texas
$425K -$27.3K -72 -7%
TG
513
TCW Group
California
$422K +$6.45K +17 +2%
CFS
514
CGC Financial Services
Oregon
$419K – – –
APWM
515
Argonautica Private Wealth Management
Massachusetts
$419K +$373K +984 New
DB
516
Danske Bank
Denmark
$418K -$69.4K -183 -16%
CWM
517
Cordatus Wealth Management
Pennsylvania
$415K +$759 +2 +0.2%
QL
518
Quarry LP
New York
$413K +$119K +315 +48%
AWM
519
Accel Wealth Management
Iowa
$410K +$11.4K +30 +3%
CBA
520
Coastal Bridge Advisors
Connecticut
$409K – – –
WB
521
WesBanco Bank
West Virginia
$408K – – –
EWA
522
EverSource Wealth Advisors
Alabama
$401K -$74.7K -197 -17%
NB
523
NBT Bank
New York
$397K – – –
OF
524
Optimize Financial
California
$396K -$1.14K -3 -0.3%
SCS
525
Sound Capital Solutions
Florida
$396K +$353K +931 New