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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
876
Pursuit Wealth Management
Florida
$653K +$653K +5,926 New
Washington Trust
877
Washington Trust
Rhode Island
$651K – – –
CYG
878
Clean Yield Group
Vermont
$649K – – –
Lazard Asset Management
879
Lazard Asset Management
New York
$648K +$437K +3,970 +208%
BWM
880
Biltmore Wealth Management
Arizona
$646K – – –
IA
881
Inspire Advisors
Idaho
$639K +$16.9K +153 +3%
SL
882
Summitry LLC
California
$639K +$639K +5,799 New
Plancorp LLC
883
Plancorp LLC
Missouri
$637K +$3.08K +28 +0.5%
Smartleaf Asset Management
884
Smartleaf Asset Management
Massachusetts
$636K +$79.8K +724 +14%
QFA
885
Quantum Financial Advisors
California
$634K +$633K +5,745 New
SMC
886
Smith, Moore & Co
Missouri
$633K -$17.5K -159 -3%
SW
887
SkyOak Wealth
Michigan
$624K – – –
TAM
888
Trust Asset Management
Texas
$617K -$24.2K -220 -4%
OL
889
one8zero8 LLC
North Carolina
$614K -$110K -1,000 -15%
ZCP
890
Z3 Capital Partners
Virginia
$611K +$610K +5,537 New
SC
891
Sepio Capital
Utah
$608K +$607K +5,511 New
WCA
892
Westover Capital Advisors
Delaware
$606K – – –
FCFC
893
First Citizens Financial Corp
Iowa
$601K – – –
HWMG
894
Hurlow Wealth Management Group
Indiana
$601K -$56K -508 -9%
RNC Capital Management
895
RNC Capital Management
California
$595K – – –
PTB
896
Pioneer Trust Bank
Oregon
$594K – – –
GM
897
GeoWealth Management
Illinois
$594K +$14.7K +133 +3%
SCA
898
Snowden Capital Advisors
New York
$593K -$67.2K -610 -10%
CWM
899
Collaborative Wealth Management
Florida
$591K +$771 +7 +0.1%
MP
900
Moment Partners
California
$590K -$77.7K -705 -12%