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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1026
Perigon Wealth Management
California
$1.96M -$575K -1,692 -23%
WAP
1027
Wealthcare Advisory Partners
Pennsylvania
$1.95M +$52K +153 +3%
RWA
1028
Roberts Wealth Advisors
California
$1.94M -$1.02M -3,002 -35%
KRW
1029
Kaufman Rossin Wealth
Florida
$1.92M -$21.4K -63 -1%
ECA
1030
Elevated Capital Advisors
Utah
$1.91M +$573K +1,685 +45%
F8IS
1031
Figure 8 Investment Strategies
Idaho
$1.9M -$174K -512 -9%
IWC
1032
Integrated Wealth Concepts
Massachusetts
$1.89M -$3.07M -9,019 -63%
IAS
1033
IMA Advisory Services
Colorado
$1.89M -$63.6K -187 -3%
CWI
1034
Conscious Wealth Investments
Florida
$1.88M -$748K -2,200 -24%
BIM
1035
Baldwin Investment Management
Pennsylvania
$1.88M -$121K -357 -6%
LT
1036
Lindsell Train
United Kingdom
$1.85M +$272K +800 +18%
HIC
1037
Hamrick Investment Counsel
Washington
$1.85M +$1.8M +5,286 New
PGAM
1038
Princeton Global Asset Management
New Jersey
$1.85M +$105K +310 +6%
SAI
1039
Savvy Advisors Inc
New York
$1.84M +$56.5K +166 +3%
DO
1040
denkapparat Operations
Germany
$1.83M +$486K +1,430 +38%
SC
1041
Savant Capital
Illinois
$1.83M -$123K -361 -6%
PWMAG
1042
Pinnacle Wealth Management Advisory Group
New Jersey
$1.83M -$383K -1,127 -18%
AAP
1043
Arax Advisory Partners
Colorado
$1.83M -$11M -32,316 -86%
MMPW
1044
Mitchell McLeod Pugh & Williams
Alabama
$1.83M -$88.4K -260 -4%
LCAM
1045
London & Capital Asset Management
United Kingdom
$1.82M +$1.77M +5,216 New
SIP
1046
Stoneridge Investment Partners
Pennsylvania
$1.82M -$69.4K -204 -4%
MCC
1047
Malaga Cove Capital
California
$1.82M -$3.4K -10 -0.2%
AFG
1048
Atomi Financial Group
New York
$1.81M +$605K +1,779 +52%
LAM
1049
Lifestyle Asset Management
Texas
$1.8M +$34.7K +102 +2%
VLKIM
1050
Van Lanschot Kempen Investment Management
Netherlands
$1.8M +$1.59M +4,685 +1,003%