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Name Holding Trade Value Shares
Change
Change in
Stake
Destination Wealth Management
1551
Destination Wealth Management
California
$618K +$327K +961 +120%
BDL
1552
Bey-Douglas LLC
Georgia
$616K -$3.28M -9,655 -85%
NWMG
1553
National Wealth Management Group
Ohio
$616K +$347K +1,019 +138%
KF
1554
KKM Financial
Illinois
$614K – – –
Valmark Advisers
1555
Valmark Advisers
Ohio
$612K -$4.76K -14 -0.8%
NI
1556
Natural Investments
California
$611K +$94.2K +277 +19%
WG
1557
Wealth Group
North Carolina
$608K +$590K +1,736 New
SOS
1558
Silver Oak Securities
Tennessee
$607K +$237K +698 +68%
SC
1559
Slow Capital
California
$604K -$1.96M -5,751 -77%
71 West Capital Partners
1560
71 West Capital Partners
Massachusetts
$604K +$587K +1,726 New
WRPWM
1561
Werba Rubin Papier Wealth Management
California
$602K +$132K +388 +29%
BDFN
1562
Bond & Devick Financial Network
Minnesota
$601K +$34K +100 +6%
TVPW
1563
Third View Private Wealth
Connecticut
$601K +$584K +1,716 New
AF
1564
Advisornet Financial
Minnesota
$600K -$66K -194 -10%
Alpha Cubed Investments
1565
Alpha Cubed Investments
California
$599K +$25.5K +75 +5%
GWP
1566
Gen-Wealth Partners
Michigan
$598K +$158K +464 +37%
CGL
1567
Clarius Group LLC
Washington
$598K -$341K -1,003 -37%
RSA
1568
River Street Advisors
Illinois
$598K -$5.78K -17 -1%
CB
1569
Centennial Bank
Arkansas
$597K – – –
BFF
1570
Byrne Financial Freedom
Massachusetts
$597K +$104K +305 +22%
WF
1571
Womack Financial
Texas
$596K +$7.82K +23 +1%
LIA
1572
LS Investment Advisors
Michigan
$595K – – –
PPA
1573
Pilgrim Partners Asia
Singapore
$595K +$524K +1,540 +963%
DIP
1574
Davis Investment Partners
North Carolina
$595K +$607K +1,785 New
John W. Bristol & Co
1575
John W. Bristol & Co
New York
$594K -$188K -553 -25%