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Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
951
Measured Wealth Private Client Group
New Hampshire
$378K
BPCA
952
Bank Pictet & Cie (Asia)
Singapore
$376K -$1.26M -15,375 -78%
WG
953
Watchman Group
Texas
$376K
CA
954
CSM Advisors
Pennsylvania
$373K -$107K -1,300 -23%
NRA
955
NSI Retail Advisors
Pennsylvania
$373K -$107K -1,300 -23%
CW
956
CreativeOne Wealth
Kansas
$373K +$357K +4,350 New
GEA
957
Glen Eagle Advisors
New Jersey
$373K
RZH
958
Relyea Zuckerberg Hanson
Connecticut
$372K +$4.02K +49 +1%
EFS
959
Essex Financial Services
Connecticut
$372K +$75.4K +920 +27%
BIG
960
Brooklyn Investment Group
New York
$371K
AAS
961
Annex Advisory Services
Wisconsin
$370K -$738 -9 -0.2%
EWA
962
EP Wealth Advisors
California
$369K +$5.49K +67 +2%
FWM
963
Fairhaven Wealth Management
Illinois
$369K -$574 -7 -0.2%
IAN
964
Integrated Advisors Network
Texas
$368K
BCMLT
965
Beacon Capital Management LLC (Tennessee)
Tennessee
$368K +$336K +4,096 +2,214%
CCWM
966
Cassaday & Co Wealth Management
Virginia
$363K +$38.9K +475 +13%
TA
967
TrueWealth Advisors
Alabama
$362K +$328 +4 +0.1%
SIA
968
Sit Investment Associates
Minnesota
$361K
SFG
969
SevenBridge Financial Group
Pennsylvania
$361K
FHA
970
Flagship Harbor Advisors
Massachusetts
$360K +$68.5K +836 +25%
BW
971
Bison Wealth
Georgia
$360K +$82 +1 +0%
OWA
972
One Wealth Advisors
California
$356K +$340K +4,152 New
HSWM
973
Hubbell Strickland Wealth Management
Louisiana
$356K +$164 +2 +0%
PM
974
Penbrook Management
New York
$352K
PAG
975
Powers Advisory Group
Illinois
$351K +$902 +11 +0.3%