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Name Holding Trade Value Shares
Change
Change in
Stake
SI
1126
Seeds Investor
New York
$818K +$144K +138 +22%
TSWM
1127
Triangle Securities Wealth Management
North Carolina
$814K -$28.2K -27 -3%
EW
1128
Evoke Wealth
California
$812K +$117K +112 +17%
HFO
1129
Heritage Family Offices
Arizona
$810K -$257K -246 -25%
WJWM
1130
Williams Jones Wealth Management
New York
$806K -$122K -117 -13%
FM
1131
Family Management
New York
$806K +$77.2K +74 +11%
WB
1132
Webster Bank
Connecticut
$806K -$32.3K -31 -4%
APWM
1133
Argonautica Private Wealth Management
Massachusetts
$804K +$165K +158 +27%
WF
1134
Welch & Forbes
Massachusetts
$802K
DWM
1135
Defined Wealth Management
Oregon
$799K +$55.3K +53 +8%
FCA
1136
Fortis Capital Advisors
Kansas
$794K -$56.3K -54 -7%
AFA
1137
AA Financial Advisors
Ohio
$794K -$42.8K -41 -5%
SVWAG
1138
Sound View Wealth Advisors Group
Georgia
$791K -$165K -158 -18%
NCM
1139
Northside Capital Management
Oregon
$788K
CMTU
1140
Capital Markets Trading (UK)
United Kingdom
$786K +$767K +735 New
FBFS
1141
First Business Financial Services
Wisconsin
$783K -$5.22K -5 -0.7%
IFS
1142
Integrated Financial Solutions
Virginia
$776K -$3.93M -3,768 -84%
PWS
1143
Precision Wealth Strategies
Missouri
$775K -$188K -180 -20%
IFWM
1144
Institute for Wealth Management
Colorado
$775K -$35.5K -34 -4%
Bank Julius Baer & Co
1145
Bank Julius Baer & Co
Switzerland
$774K
LA
1146
Legacy Advisors
Pennsylvania
$772K +$259K +248 +52%
MBWA
1147
Marin Bay Wealth Advisors
California
$772K +$753K +722 New
PFG
1148
PAX Financial Group
Texas
$769K -$38.6K -37 -5%
LCGC
1149
Legacy Capital Group California
California
$766K +$24K +23 +3%
CWM
1150
Challenger Wealth Management
California
$762K -$42.8K -41 -5%