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Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
1126
Heritage Wealth Management (Arizona)
Arizona
$552K -$3.75K -20 -0.6%
SCM
1127
Shelton Capital Management
Colorado
$552K -$112K -600 -16%
FWM
1128
Forza Wealth Management
Florida
$551K
RIA
1129
Realta Investment Advisors
Delaware
$548K +$132K +703 +28%
BIG
1130
Brooklyn Investment Group
New York
$548K -$44K -235 -7%
KOCAA
1131
Knights of Columbus Asset Advisors
Connecticut
$547K -$3.97M -21,183 -87%
EH
1132
Equitable Holdings
New York
$547K +$3.18K +17 +0.5%
CWA
1133
Consilium Wealth Advisory
Texas
$546K -$47.2K -252 -7%
AWM
1134
Avitas Wealth Management
California
$544K -$6.93K -37 -1%
CMI
1135
Clare Market Investments
Texas
$544K +$31.7K +169 +6%
ST
1136
Sentinel Trust
Texas
$543K
AWM
1137
Avior Wealth Management
Nebraska
$543K +$585K +3,123 +3,631%
AF
1138
Allworth Financial
California
$537K +$53K +283 +10%
1WA
1139
180 Wealth Advisors
Washington
$533K -$20K -107 -3%
CCA
1140
Checchi Capital Advisers
California
$532K +$2.81K +15 +0.5%
CW
1141
Connectus Wealth
Ohio
$532K -$520K -2,778 -47%
FAIM
1142
Financial Advocates Investment Management
Washington
$530K +$30.7K +164 +6%
PA
1143
Prossimo Advisors
California
$530K -$68.4K -365 -10%
TCM
1144
Tributary Capital Management
Nebraska
$530K -$9.37K -50 -2%
DAM
1145
Delta Asset Management
Tennessee
$528K
OA
1146
Oxbow Advisors
Texas
$528K +$12.7K +68 +2%
I
1147
InceptionR
California
$526K +$583K +3,110 New
LGA
1148
Lebenthal Global Advisors
New York
$524K +$31.7K +169 +6%
MME
1149
Meag Munich Ergo
Germany
$520K -$1.08M -5,791 -65%
CI
1150
Conning Inc
Connecticut
$516K -$15K -80 -3%