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Name Holding Trade Value Shares
Change
Change in
Stake
AC
501
AlphaCore Capital
California
$396K +$342K +3,336 +532%
PWMG
502
Pinnacle Wealth Management Group
Michigan
$395K
I
503
InvesTrust
Oklahoma
$389K -$11.1K -108 -3%
CAM
504
Cresset Asset Management
Illinois
$387K -$38.8K -378 -9%
RA
505
RFG Advisory
Alabama
$385K +$7.89K +77 +2%
LFG
506
Larson Financial Group
Missouri
$381K -$46.7K -455 -11%
EWA
507
EP Wealth Advisors
California
$378K +$388K +3,781 New
LWM
508
LongView Wealth Management
Georgia
$372K +$2.67K +26 +0.7%
WIA
509
World Investment Advisors
California
$371K +$381K +3,718 New
BPA
510
Beacon Pointe Advisors
California
$370K +$20.1K +196 +6%
SI
511
Severin Investments
Missouri
$369K +$379K +3,699 New
BHCM
512
Brevan Howard Capital Management
Jersey
$368K +$172K +1,681 +84%
EWM
513
Evercore Wealth Management
New York
$366K
PVI
514
Pine Valley Investments
New Jersey
$366K +$2.05K +20 +0.5%
BIG
515
Brooklyn Investment Group
New York
$361K +$369K +3,600 New
Vontobel Holding
516
Vontobel Holding
Switzerland
$356K
CPIG
517
Chicago Partners Investment Group
Illinois
$352K +$69K +673 +24%
DWM
518
Drive Wealth Management
Utah
$350K +$22.1K +216 +7%
HIS
519
Harvest Investment Services
Illinois
$347K -$9.23K -90 -3%
MFP
520
Meramec Financial Planners
Missouri
$346K +$337K +3,289 New
PWA
521
Physician Wealth Advisors
Utah
$345K +$2.56K +25 +0.7%
WWMSC
522
Wagner Wealth Management (South Carolina)
South Carolina
$344K +$23.9K +233 +7%
BBHC
523
Brown Brothers Harriman & Co
New York
$344K +$132K +1,290 +60%
RAM
524
Ramirez Asset Management
New York
$339K
TPCW
525
TD Private Client Wealth
New York
$337K -$5.74K -56 -2%