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Name Holding Trade Value Shares
Change
Change in
Stake
AWAU
826
Alliance Wealth Advisors (Utah)
Utah
$329K +$9.3K +14 +3%
AC
827
AlphaCore Capital
California
$326K +$157K +236 +74%
VCM
828
Virtue Capital Management
Tennessee
$320K – – –
1WM
829
1900 Wealth Management
Texas
$319K +$79K +119 +28%
WI
830
WrapManager Inc
California
$318K -$9.3K -14 -3%
AF
831
Allworth Financial
California
$318K +$105K +158 +41%
JWM
832
Jupiter Wealth Management
Colorado
$314K -$99.6K -150 -24%
CWM
833
Cedar Wealth Management
California
$313K +$332K +500 +1,613%
MAM
834
McLean Asset Management
Virginia
$312K – – –
MRWM
835
ML&R Wealth Management
Texas
$311K – – –
NP
836
Nilsine Partners
Colorado
$311K -$17.3K -26 -5%
VVP
837
Venture Visionary Partners
Ohio
$311K -$8.63K -13 -2%
IWP
838
Icon Wealth Partners
Texas
$310K +$15.9K +24 +5%
CCFM
839
Clear Creek Financial Management
Washington
$309K -$9.3K -14 -3%
DG
840
DMC Group
Alabama
$309K +$102K +153 +41%
FW
841
FirstPurpose Wealth
Utah
$308K +$42.5K +64 +14%
GS
842
GTS Securities
Florida
$308K +$347K +523 New
B
843
Bellecapital
Switzerland
$306K – – –
BIM
844
Baldwin Investment Management
Pennsylvania
$306K +$43.2K +65 +14%
WPC
845
Wedmont Private Capital
Pennsylvania
$305K +$93.6K +141 +38%
FMTC
846
Farmers & Merchants Trust Company
California
$304K +$2.66K +4 +0.8%
PMA
847
Prudent Man Advisors
Illinois
$303K -$12K -18 -3%
PTC
848
Private Trust Company
Ohio
$303K +$113K +170 +49%
GFG
849
Greystone Financial Group
Michigan
$303K +$145K +219 +74%
GDP
850
Great Diamond Partners
Maine
$302K -$5.98K -9 -2%