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Name Holding Trade Value Shares
Change
Change in
Stake
EWP
676
Elevation Wealth Partners
California
$744 +$727 +56 New
TCB
677
Texas Capital Bancshares
Texas
$724 +$714 +55 New
FC
678
Financial Consulate
Maryland
$553 +$546 +42 New
WWM
679
Wolff Wiese Magana
California
$527 – – –
AT
680
Avalon Trust
New Mexico
$527 +$520 +40 New
BHWM
681
Bay Harbor Wealth Management
Maryland
$526 +$442 +34 +567%
MSWA
682
Marshall & Sterling Wealth Advisors
New York
$500 – – –
WWA
683
Wealth Watch Advisors
Colorado
$487 +$481 +37 New
EP
684
Essential Partners
California
$421 +$416 +32 New
WA
685
WestEnd Advisors
North Carolina
$421 +$416 +32 New
HPC
686
HM Payson & Co
Maine
$369 +$364 +28 New
OC
687
Oakworth Capital
Alabama
$368 – – –
RWM
688
Raffa Wealth Management
District of Columbia
$342 – – –
HIA
689
HFM Investment Advisors
New Jersey
$316 +$130 +10 +71%
PWA
690
Principia Wealth Advisory
Texas
$290 – – –
SIC
691
SJS Investment Consulting
Ohio
$290 +$286 +22 New
TFA
692
Transamerica Financial Advisors
Florida
$276 +$273 +21 New
CIAM
693
Caitong International Asset Management
Hong Kong
$250 +$247 +19 New
WA
694
WPG Advisers
Maryland
$237 -$4.73K -364 -95%
TPBG
695
Turning Point Benefit Group
Maryland
$215 +$182 +14 New
DF
696
Dunhill Financial
United Kingdom
$210 -$117 -9 -36%
SFCL
697
Strengthening Families & Communities LLC
Massachusetts
$200 – – –
VWA
698
Valued Wealth Advisors
Utah
$179 +$52 +4 +40%
AWM
699
Activest Wealth Management
Florida
$132 +$130 +10 New
SWIM
700
Smallwood Wealth Investment Management
New Jersey
$92 – – –