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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
976
Sendero Wealth Management
Texas
$1.22M -$828K -794 -41%
TPW
977
Transatlantique Private Wealth
New York
$1.22M -$37.6K -36 -3%
ESB
978
Essex Savings Bank
Connecticut
$1.21M +$14.6K +14 +1%
BB
979
Burford Brothers
Texas
$1.2M -$2.09K -2 -0.2%
E
980
Evansbrook
Illinois
$1.19M +$1.16M +1,115 New
WIM
981
Westside Investment Management
California
$1.19M -$8.35K -8 -0.7%
PPWP
982
Premier Path Wealth Partners
New Jersey
$1.19M -$348K -334 -23%
BWM
983
BKM Wealth Management
Wisconsin
$1.19M -$169K -162 -13%
GSEP
984
Golden State Equity Partners
California
$1.19M -$12.5K -12 -1%
MA
985
MJP Associates
Connecticut
$1.18M -$4.17K -4 -0.4%
BLC
986
Brown, Lisle/Cummings
Rhode Island
$1.18M
LA
987
LVW Advisors
New York
$1.18M -$98.1K -94 -8%
PE
988
PCM Encore
Colorado
$1.17M +$1.14M +1,091 New
RBFC
989
Roman Butler Fullerton & Co
Missouri
$1.17M
CIA
990
Choate Investment Advisors
Massachusetts
$1.16M +$19.8K +19 +2%
IVP
991
Intrinsic Value Partners
Arizona
$1.15M -$32.3K -31 -3%
DWM
992
Ducere Wealth Management
California
$1.15M +$1.12M +1,077 New
MMG
993
Monetary Management Group
Missouri
$1.15M
PNC
994
Point Nemo Capital
Texas
$1.15M +$1.12M +1,074 New
WH
995
Willner & Heller
California
$1.15M -$132K -127 -11%
AWE
996
Avidian Wealth Enterprises
Texas
$1.14M +$51.1K +49 +5%
WAS
997
Winch Advisory Services
Wisconsin
$1.14M +$36.5K +35 +3%
1IA
998
1834 Investment Advisors
Wisconsin
$1.13M -$2.09K -2 -0.2%
RCA
999
Resonant Capital Advisors
Wisconsin
$1.13M +$21.9K +21 +2%
LFS
1000
Littlejohn Financial Services
Oregon
$1.12M -$50.1K -48 -4%