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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2276
Destination Wealth Management
California
$452K -$84.2K -246 -16%
FPW
2277
Flywheel Private Wealth
California
$451K -$20.5K -60 -5%
CWM
2278
C2C Wealth Management
Arizona
$451K – – –
SCM
2279
Silvant Capital Management
Georgia
$451K – – –
WI
2280
WBI Investments
New Jersey
$450K +$426K +1,244 New
BRM
2281
Boston Research & Management
Massachusetts
$448K – – –
ACA
2282
Anchor Capital Advisors
Massachusetts
$447K – – –
GC
2283
Globeflex Capital
California
$447K – – –
SPW
2284
Signet Private Wealth
Illinois
$447K +$10.6K +31 +3%
EBA
2285
Eagle Bay Advisors
New York
$447K +$20.5K +60 +5%
CFS
2286
Cannon Financial Strategists
Georgia
$444K – – –
HCA
2287
Harbour Capital Advisors
Virginia
$444K – – –
BIG
2288
Brookwood Investment Group
Arizona
$441K +$11.6K +34 +3%
AF
2289
Apollon Financial
South Carolina
$440K +$2.05K +6 +0.5%
DAM
2290
Doheny Asset Management
California
$440K – – –
PPC
2291
Park Place Capital
Alabama
$438K -$50K -146 -11%
LBC
2292
Leigh Baldwin & Co
New York
$437K +$4.79K +14 +1%
HBWM
2293
Hollow Brook Wealth Management
New York
$435K – – –
KLI
2294
Kelman-Lazarov Inc
Tennessee
$433K -$14.7K -43 -3%
OWA
2295
Octavia Wealth Advisors
Ohio
$433K -$386K -1,128 -49%
JSC
2296
Jackson Square Capital
California
$433K -$28.4K -83 -6%
DCM
2297
Dudley Capital Management
Virginia
$433K -$12K -35 -3%
OF
2298
Optimize Financial
California
$433K -$1.37K -4 -0.3%
SCS
2299
Sound Capital Solutions
Florida
$433K +$409K +1,195 New
DP
2300
Denver PWM
Colorado
$432K +$342 +1 +0.1%