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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
826
Phillips Wealth Planners
Mississippi
$590K +$17.2K +200 +3%
WCWM
827
Willow Creek Wealth Management
California
$588K -$86 -1 -0%
RMC
828
Resources Management Corp
Connecticut
$587K -$1.72K -20 -0.3%
SMC
829
Smith, Moore & Co
Missouri
$584K – – –
IFG
830
Independent Financial Group
California
$582K +$10.4K +121 +2%
GC
831
Grimes & Company
Massachusetts
$582K +$1.98K +23 +0.4%
GA
832
Geller Advisors
New York
$581K -$14K -163 -2%
TAM
833
Trust Asset Management
Texas
$580K – – –
Capstone Investment Advisors
834
Capstone Investment Advisors
New York
$579K +$116K +1,349 +26%
CA
835
Clearstead Advisors
Ohio
$571K +$70.3K +818 +15%
AWE
836
Avidian Wealth Enterprises
Texas
$570K -$17.4K -202 -3%
ACM
837
AlphaStar Capital Management
North Carolina
$566K -$54.6K -635 -9%
KCM
838
Kanawha Capital Management
Virginia
$566K -$78.4K -912 -13%
CAM
839
Carret Asset Management
New York
$565K – – –
HAM
840
Harmony Asset Management
Arizona
$564K – – –
PWW
841
Pettyjohn Wood & White
Virginia
$562K -$7.22K -84 -1%
JPWM
842
Jamison Private Wealth Management
Georgia
$560K -$9.8K -114 -2%
MAA
843
Matrix Asset Advisors
New York
$554K – – –
CSI
844
Cross Staff Investments
New York
$554K – – –
HWMO
845
Heritage Wealth Management (Ohio)
Ohio
$552K +$533K +6,198 New
JF
846
Jump Financial
Illinois
$551K -$10.9K -127 -2%
PB
847
Pinnacle Bancorp
Nebraska
$549K +$6.88K +80 +1%
BCA
848
Bay Colony Advisors
Massachusetts
$546K +$19.5K +227 +4%
JWCA
849
J.W. Coons Advisors
Ohio
$545K -$78.2K -910 -13%
GSCM
850
Greenfield Seitz Capital Management
Texas
$545K – – –