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Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
2201
Marks Group Wealth Management
Minnesota
$6.27M +$201K +1,205 +4%
DWG
2202
Darden Wealth Group
Michigan
$6.27M +$55.3K +331 +1%
AW
2203
Alaethes Wealth
Nevada
$6.26M -$124K -743 -2%
SCP
2204
Sivia Capital Partners
California
$6.26M +$127K +761 +2%
WFG
2205
Wills Financial Group
Virginia
$6.25M +$29.4K +176 +0.5%
SA
2206
Strategic Advocates
Utah
$6.25M +$648K +3,880 +13%
BRM
2207
Boston Research & Management
Massachusetts
$6.25M -$25.7K -154 -0.4%
WP
2208
WMS Partners
Maryland
$6.25M -$27K -162 -0.5%
MMPW
2209
Mitchell McLeod Pugh & Williams
Alabama
$6.24M -$27.2K -163 -0.5%
CHM
2210
Collaborative Holdings Management
New York
$6.22M +$5.76M +34,500 New
LT
2211
Legacy Trust
Michigan
$6.22M +$16.5K +99 +0.3%
WP
2212
Westmount Partners
California
$6.21M +$226K +1,351 +4%
LFA
2213
Legacy Financial Advisors
Kentucky
$6.2M +$414K +2,482 +8%
KAM
2214
Knightsbridge Asset Management
California
$6.19M
AF
2215
Advisornet Financial
Minnesota
$6.19M -$1.18M -7,049 -17%
MTIM
2216
Marathon Trading Investment Management
Pennsylvania
$6.18M +$5.72M +34,275 New
FFA
2217
Founders Financial Alliance
North Carolina
$6.18M +$51.6K +309 +0.9%
WWM
2218
Westwood Wealth Management
California
$6.17M +$784K +4,696 +16%
WWP
2219
WR Wealth Planners
Missouri
$6.17M +$112K +672 +2%
EWM
2220
Evergreen Wealth Management
Michigan
$6.15M
PCA
2221
Prosperity Capital Advisors
Ohio
$6.15M +$2.52M +15,095 +79%
SFO
2222
Stokes Family Office
Louisiana
$6.14M -$141K -845 -2%
RIM
2223
Reliant Investment Management
Tennessee
$6.14M +$129K +775 +2%
EFMC
2224
Empire Financial Management Company
New York
$6.14M +$2.62M +15,723 +86%
SCM
2225
Sitrin Capital Management
California
$6.13M -$82.3K -493 -1%