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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
2151
Everest Financial Group
Minnesota
$530K +$537K +1,505 New
DWG
2152
Darden Wealth Group
Michigan
$529K
CFA
2153
Capstone Financial Advisors
Illinois
$529K +$1.07K +3 +0.2%
UCB
2154
United Community Bank
South Carolina
$529K -$124K -347 -19%
SDWMA
2155
Schneider Downs Wealth Management Advisors
Pennsylvania
$528K
ACA
2156
Aspire Capital Advisors
Washington
$527K +$713 +2 +0.1%
SLWA
2157
San Luis Wealth Advisors
California
$526K -$20K -56 -4%
VCM
2158
Voleon Capital Management
California
$526K -$455K -1,276 -46%
FWTB
2159
First Western Trust Bank
Colorado
$525K
DWM
2160
Destination Wealth Management
California
$525K +$35.6K +100 +7%
BPW
2161
Bingham Private Wealth
California
$525K -$6.77K -19 -1%
RFP
2162
Root Financial Partners
California
$525K +$20.7K +58 +4%
CFAM
2163
Center For Asset Management
Florida
$523K +$9.98K +28 +2%
CFA
2164
CWS Financial Advisors
Michigan
$523K +$1.07K +3 +0.2%
BTWM
2165
Baker Tilly Wealth Management
Wisconsin
$523K +$4.99K +14 +1%
PWM
2166
Palumbo Wealth Management
New York
$523K +$3.56K +10 +0.7%
KG
2167
Kilter Group
New York
$522K -$105K -294 -17%
OL
2168
OneFund LLC
Florida
$522K -$19.3K -54 -4%
AIM
2169
Acropolis Investment Management
Missouri
$522K +$3.21K +9 +0.6%
LCWP
2170
Legacy Capital Wealth Partners
Arkansas
$521K -$22.8K -64 -4%
BAWM
2171
Bennett Associates Wealth Management
Pennsylvania
$520K -$49.2K -138 -9%
GWA
2172
Gutierrez Wealth Advisory
Arkansas
$520K +$17.5K +49 +3%
SMA
2173
Seven Mile Advisory
New Jersey
$520K -$214K -600 -29%
LSA
2174
Leonteq Securities AG
Switzerland
$519K -$356K -998 -40%
HAS
2175
Holland Advisory Services
Florida
$518K +$1.07K +3 +0.2%