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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1101
JGP Wealth Management
Oregon
$489K +$29.4K +41 +7%
WANY
1102
Wealthspire Advisors (New York)
New York
$488K -$7.18K -10 -2%
IAIM
1103
International Assets Investment Management
Florida
$486K -$326K -454 -43%
CWA
1104
CogentBlue Wealth Advisors
Tennessee
$485K +$174K +243 +67%
RW
1105
RVW Wealth
California
$483K -$32.3K -45 -7%
GSIAS
1106
Garden State Investment Advisory Services
New Jersey
$483K +$432K +602 New
RWMG
1107
Redwood Wealth Management Group
New Jersey
$482K +$35.9K +50 +9%
FCBT
1108
First Citizens Bank & Trust
North Carolina
$482K +$431K +601 New
AWM
1109
Aprio Wealth Management
Georgia
$482K -$261K -363 -38%
SC
1110
Solstein Capital
California
$480K – – –
FMTC
1111
Farmers & Merchants Trust Company
California
$477K +$23K +32 +6%
NP
1112
NorthRock Partners
Minnesota
$475K -$35.9K -50 -8%
PCFFS
1113
Pacific Center for Financial Services
California
$470K – – –
WWM
1114
Western Wealth Management
Colorado
$470K +$61.7K +86 +17%
FA
1115
Fedenia Advisers
Wisconsin
$468K -$27.3K -38 -6%
LCWP
1116
Legacy Capital Wealth Partners
Arkansas
$466K -$23.7K -33 -5%
OWA
1117
Outlook Wealth Advisors
Texas
$464K -$19.4K -27 -4%
GVAG
1118
Great Valley Advisor Group
Delaware
$463K -$144K -200 -26%
CCA
1119
Clearwater Capital Advisors
Illinois
$463K +$2.15K +3 +0.5%
BFA
1120
Beaumont Financial Advisors
Massachusetts
$462K +$38.8K +54 +10%
EPA
1121
Element Pointe Advisors
Florida
$462K – – –
CT
1122
Caldwell Trust
Florida
$461K – – –
SWA
1123
Stratos Wealth Advisors
Ohio
$461K +$65.3K +91 +19%
CAM
1124
Cozad Asset Management
Illinois
$459K -$1.21M -1,680 -75%
CWM
1125
Connecticut Wealth Management
Connecticut
$458K -$15.8K -22 -4%