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Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
1276
Live Oak Private Wealth
North Carolina
$212K +$220K +1,091 New
WF
1277
Welch & Forbes
Massachusetts
$212K +$221K +1,094 New
KLWA
1278
Kelly Lawrence W & Associates
California
$209K
AWAG
1279
ARS Wealth Advisors Group
Florida
$208K +$216K +1,070 New
SAM
1280
Sompo Asset Management
Japan
$207K +$216K +1,070 New
SFA
1281
Sequoia Financial Advisors
Ohio
$206K -$248K -1,227 -54%
RM
1282
Resource Management
Louisiana
$206K +$215K +1,063 New
IIA
1283
IPG Investment Advisors
California
$206K +$214K +1,060 New
FFA
1284
Founders Financial Alliance
North Carolina
$205K -$90K -446 -30%
PAM
1285
Premier Asset Management
Illinois
$204K -$28.9K -143 -12%
GSWM
1286
Golden State Wealth Management
California
$204K -$10.1K -50 -5%
SIA
1287
Sit Investment Associates
Minnesota
$204K
EBA
1288
Eagle Bay Advisors
New York
$204K +$96.5K +478 +83%
WP
1289
WMS Partners
Maryland
$204K +$212K +1,050 New
TCOV
1290
Trust Company of Vermont
Vermont
$202K -$20.4K -101 -9%
AWM
1291
Aries Wealth Management
Maine
$202K -$17K -84 -7%
TF
1292
Trek Financial
Arizona
$202K +$210K +1,042 New
JFGIW
1293
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$196K
PP
1294
Peconic Partners
New York
$194K
GWSG
1295
GPS Wealth Strategies Group
Colorado
$193K +$6.05K +30 +3%
GCM
1296
Gables Capital Management
Florida
$186K
KC
1297
Knuff & Co
California
$182K
Koshinski Asset Management
1298
Koshinski Asset Management
Illinois
$176K +$183K +907 New
TFO
1299
Tarbox Family Office
California
$167K
LS
1300
Leelyn Smith
Illinois
$158K