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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
326
Bulltick Wealth Management
Florida
$601K -$100K -720 -11%
WCM
327
Wisconsin Capital Management
Wisconsin
$595K +$777K +5,569 New
PWM
328
Perigon Wealth Management
California
$592K -$602K -4,318 -44%
LSPW
329
Lake Street Private Wealth
Illinois
$590K +$135K +965 +21%
CGIM
330
Capital Group Investment Management
Singapore
$585K +$764K +5,478 New
BWM
331
Bosman Wealth Management
California
$581K -$827K -5,934 -52%
SCM
332
SCS Capital Management
Massachusetts
$579K +$756K +5,420 New
HAG
333
HighPoint Advisor Group
Illinois
$564K +$149K +1,066 +27%
IA
334
Integrity Alliance
Iowa
$564K +$736K +5,279 New
PWM
335
Prosperity Wealth Management
California
$562K +$25K +179 +4%
SWM
336
StoneCrest Wealth Management
Arizona
$559K +$298K +2,140 +69%
PAS
337
Park Avenue Securities
New York
$557K +$227K +1,627 +45%
LIM
338
Leavell Investment Management
Alabama
$556K +$107K +770 +17%
SDWIA
339
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$555K -$4.88K -35 -0.7%
FAM
340
Fred Alger Management
New York
$553K +$722K +5,181 New
KPWS
341
Kestra Private Wealth Services
Texas
$545K +$120K +862 +20%
PS
342
Principal Securities
Iowa
$543K +$2.09K +15 +0.3%
CCIA
343
Cherry Creek Investment Advisors
Colorado
$539K +$28.3K +203 +4%
HFA
344
High Falls Advisors
New York
$534K – – –
MFS
345
Monetta Financial Services
Illinois
$534K +$697K +5,000 New
WTA
346
Washington Trust Advisors
Massachusetts
$534K – – –
AAS
347
Avantax Advisory Services
Texas
$529K -$183K -1,315 -21%
UBS AM
348
UBS AM
Illinois
$522K -$14.8M -106,210 -96%
EF
349
Empowered Funds
Pennsylvania
$522K +$153K +1,094 +29%
GC
350
Gilbert & Cook
Iowa
$507K +$328K +2,353 +98%