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Name Holding Trade Value Shares
Change
Change in
Stake
JPWM
776
Jamison Private Wealth Management
Georgia
$1.01M +$280K +390 +36%
PCM
777
Parsons Capital Management
Rhode Island
$1.01M -$1.22M -1,700 -54%
DT
778
Diversified Trust
Tennessee
$1.01M -$1.07M -1,487 -51%
CWM
779
Congress Wealth Management
Massachusetts
$1M -$70.4K -98 -6%
USCWA
780
U.S. Capital Wealth Advisors
Texas
$995K +$494K +688 +92%
MFG
781
Merit Financial Group
Georgia
$993K +$625K +871 +155%
GCM
782
GKV Capital Management
California
$991K +$1.03M +1,430 New
AF
783
Allworth Financial
California
$989K +$130K +181 +16%
WSCM
784
Wellington Shields Capital Management
New York
$988K
AG
785
AlTi Global
New York
$987K +$830K +1,156 +431%
SM
786
STF Management
Texas
$986K +$61K +85 +6%
AWM
787
Axxcess Wealth Management
California
$982K -$4.81M -6,695 -83%
CGL
788
Clarius Group LLC
Washington
$979K +$111K +155 +12%
CAMG
789
CWA Asset Management Group
Florida
$974K -$174K -242 -15%
BCA
790
Bay Colony Advisors
Massachusetts
$972K +$417K +580 +71%
CJL
791
Cyrus J. Lawrence
New York
$970K
MAC
792
Mason & Associates (California)
California
$967K +$1M +1,395 New
SWP
793
Sagespring Wealth Partners
Tennessee
$966K +$1M +1,394 New
AWMT
794
AAFMAA Wealth Management & Trust
North Carolina
$959K +$232K +323 +30%
CPIG
795
Chicago Partners Investment Group
Illinois
$950K -$24.4K -34 -3%
SRC
796
Sage Rhino Capital
California
$949K +$7.9K +11 +0.8%
SGA
797
Strategic Global Advisors
California
$944K -$2.87K -4 -0.3%
CIA
798
Choate Investment Advisors
Massachusetts
$944K +$360K +502 +58%
AI
799
Atom Investors
Texas
$943K -$2.08M -2,896 -68%
PP
800
PDS Planning
Ohio
$941K +$19.4K +27 +2%