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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
776
Altium Wealth Management
New York
$525K +$19.9K +165 +4%
RE
777
RBC Europe
United Kingdom
$520K
BFEC
778
Benjamin F. Edwards & Company
Missouri
$516K +$111K +919 +29%
SWM
779
Segment Wealth Management
Texas
$514K +$166K +1,378 +50%
HFM
780
Harvest Fund Management
China
$513K +$40.8K +338 +9%
BCWM
781
Blue Chip Wealth Management
Florida
$513K +$78.7K +652 +19%
SFA
782
Sequoia Financial Advisors
Ohio
$510K +$13.9K +115 +3%
WIM
783
Wittenberg Investment Management
Massachusetts
$507K -$79.4K -658 -14%
CPA
784
Capital Planning Advisors
California
$506K +$491K +4,065 New
MCWS
785
McKinley Carter Wealth Services
West Virginia
$505K +$241 +2 +0%
WI
786
Wintrust Investments
Illinois
$504K +$27.9K +231 +6%
BOPW
787
Brandywine Oak Private Wealth
Pennsylvania
$502K -$12.4K -103 -2%
USAA
788
United Services Automobile Association
Texas
$495K -$48.1M -398,727 -99%
OWA
789
Outlook Wealth Advisors
Texas
$495K +$3.86K +32 +0.8%
SPC
790
Sigma Planning Corp
Michigan
$492K +$477K +3,952 New
NICM
791
Neo Ivy Capital Management
New York
$485K +$464K +3,840 New
MPI
792
Mairs & Power Inc
Minnesota
$482K +$3.38K +28 +0.7%
HM
793
Harvest Management
New York
$473K
PIA
794
Pinion Investment Advisors
Kansas
$471K +$19.3K +160 +4%
Lido Advisors
795
Lido Advisors
California
$471K +$457K +3,782 New
SCM
796
Shelton Capital Management
Colorado
$463K
GIA
797
Guyasuta Investment Advisors
Pennsylvania
$461K
CBU
798
CIBC Bank USA
Illinois
$459K +$18K +149 +4%
HAG
799
HighPoint Advisor Group
Illinois
$458K +$35.2K +292 +8%
BCM
800
BlueCrest Capital Management
Jersey
$453K +$439K +3,633 New