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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
926
J.W. Cole Advisors
Florida
$264K -$76.8K -113 -24%
TCBWMS
927
Texas Capital Bank Wealth Management Services
Texas
$262K
ZIM
928
Zacks Investment Management
Illinois
$261K +$2.04K +3 +0.8%
FNBOO
929
First National Bank of Omaha
Nebraska
$259K +$6.8K +10 +3%
DWM
930
Drive Wealth Management
Utah
$259K +$7.48K +11 +3%
BC
931
Bridgefront Capital
Texas
$256K +$240K +353 New
BWM
932
BigSur Wealth Management
Florida
$255K -$680 -1 -0.3%
WDL
933
Well Done LLC
Michigan
$254K
EFSCE
934
Enterprise Financial Services Corp (EFSC)
Missouri
$254K -$6.12K -9 -3%
SIA
935
Soltis Investment Advisors
Utah
$253K +$14.3K +21 +6%
TCMP
936
Thrive Capital Management (Pennsylvania)
Pennsylvania
$251K +$236K +347 New
WRPWM
937
Werba Rubin Papier Wealth Management
California
$251K
PTC
938
Private Trust Company
Ohio
$250K +$31.3K +46 +15%
QP
939
Quilter Plc
United Kingdom
$249K
AC
940
Apella Capital
Connecticut
$248K +$233K +342 New
PWM
941
Purus Wealth Management
California
$248K +$233K +342 New
CWM
942
Centric Wealth Management
Illinois
$248K -$1.36K -2 -0.6%
Fiera Capital (Canada)
943
Fiera Capital (Canada)
Quebec, Canada
$247K -$87K -128 -27%
RCA
944
Resonant Capital Advisors
Wisconsin
$247K +$232K +341 New
BBW
945
Blue Barn Wealth
Utah
$246K -$3.4K -5 -1%
PA
946
PFG Advisors
Arizona
$245K +$230K +338 New
FFA
947
Founders Financial Alliance
North Carolina
$244K +$229K +337 New
LA
948
Legacy Advisors
Pennsylvania
$244K
KIA
949
Knollwood Investment Advisory
Maryland
$243K
AWM
950
Angeles Wealth Management
California
$243K +$228K +335 New