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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
326
Wisconsin Capital Management
Wisconsin
$595K +$777K +5,569 New
PWM
327
Perigon Wealth Management
California
$592K -$602K -4,318 -44%
LSPW
328
Lake Street Private Wealth
Illinois
$590K +$135K +965 +21%
CGIM
329
Capital Group Investment Management
Singapore
$585K +$764K +5,478 New
BWM
330
Bosman Wealth Management
California
$581K -$827K -5,934 -52%
SCM
331
SCS Capital Management
Massachusetts
$579K +$756K +5,420 New
HAG
332
HighPoint Advisor Group
Illinois
$564K +$149K +1,066 +27%
IA
333
Integrity Alliance
Iowa
$564K +$736K +5,279 New
PWM
334
Prosperity Wealth Management
California
$562K +$25K +179 +4%
SWM
335
StoneCrest Wealth Management
Arizona
$559K +$298K +2,140 +69%
PAS
336
Park Avenue Securities
New York
$557K +$227K +1,627 +45%
LIM
337
Leavell Investment Management
Alabama
$556K +$107K +770 +17%
SDWIA
338
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$555K -$4.88K -35 -0.7%
FAM
339
Fred Alger Management
New York
$553K +$722K +5,181 New
KPWS
340
Kestra Private Wealth Services
Texas
$545K +$120K +862 +20%
PS
341
Principal Securities
Iowa
$543K +$2.09K +15 +0.3%
CCIA
342
Cherry Creek Investment Advisors
Colorado
$539K +$28.3K +203 +4%
HFA
343
High Falls Advisors
New York
$534K
MFS
344
Monetta Financial Services
Illinois
$534K +$697K +5,000 New
WTA
345
Washington Trust Advisors
Massachusetts
$534K
AAS
346
Avantax Advisory Services
Texas
$529K -$183K -1,315 -21%
UBS AM
347
UBS AM
Illinois
$522K -$14.8M -106,210 -96%
EF
348
Empowered Funds
Pennsylvania
$522K +$153K +1,094 +29%
GC
349
Gilbert & Cook
Iowa
$507K +$328K +2,353 +98%
MP
350
Mangrove Partners
Connecticut
$504K +$659K +4,724 New