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Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
551
Wagner Wealth Management (South Carolina)
South Carolina
$381K +$2.35K +22 +0.6%
WANY
552
Wealthspire Advisors (New York)
New York
$380K -$62.3K -583 -14%
PWA
553
Physician Wealth Advisors
Utah
$380K +$535 +5 +0.1%
HIS
554
Harvest Investment Services
Illinois
$380K -$1.5K -14 -0.4%
JCM
555
Jacobi Capital Management
Pennsylvania
$377K +$12K +112 +3%
NWAG
556
Net Worth Advisory Group
Utah
$377K +$69.1K +646 +23%
RAM
557
Ramirez Asset Management
New York
$373K
DWM
558
Drive Wealth Management
Utah
$368K -$16.5K -154 -4%
Capstone Investment Advisors
559
Capstone Investment Advisors
New York
$363K +$353K +3,301 New
BCM
560
Brookstone Capital Management
Illinois
$356K +$642 +6 +0.2%
CRC
561
Curi RMB Capital
Illinois
$354K -$2.78K -26 -0.8%
TCWA
562
Turtle Creek Wealth Advisors
Texas
$348K +$8.34K +78 +3%
MWM
563
Mindset Wealth Management
Indiana
$339K
WA
564
WESPAC Advisors
California
$339K +$329K +3,080 New
HWA
565
HCR Wealth Advisors
California
$337K
CCA
566
Checchi Capital Advisers
California
$336K +$75.9K +710 +30%
PCM
567
Permanent Capital Management
Illinois
$334K +$2.57K +24 +0.8%
SLWA
568
San Luis Wealth Advisors
California
$330K
MFP
569
Meramec Financial Planners
Missouri
$330K -$34.4K -322 -10%
BA
570
Brightwater Advisory
Florida
$330K
PFA
571
Pure Financial Advisors
California
$329K +$15.9K +149 +5%
DSC
572
Duncker Streett & Co
Missouri
$328K
SPWM
573
Schrum Private Wealth Management
Florida
$326K -$23.9K -224 -7%
IAA
574
Independent Advisor Alliance
North Carolina
$325K +$6.09K +57 +2%
SAM
575
Sagewood Asset Management
New York
$320K -$203K -1,899 -39%