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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1176
Mosley Wealth Management
California
$992K +$16.4K +12 +1%
AP
1177
Anchyra Partners
Georgia
$989K +$90.4K +66 +10%
1WM
1178
1900 Wealth Management
Texas
$979K -$189K -138 -16%
TSWM
1179
Triangle Securities Wealth Management
North Carolina
$979K -$27.4K -20 -3%
GVAG
1180
Great Valley Advisor Group
Delaware
$972K +$107K +78 +12%
MA
1181
MJP Associates
Connecticut
$969K -$513K -374 -34%
FM
1182
Family Management
New York
$968K -$27.4K -20 -3%
FBFS
1183
First Business Financial Services
Wisconsin
$967K
TSS
1184
Two Sigma Securities
New York
$967K +$1M +732 New
AFA
1185
AA Financial Advisors
Ohio
$964K -$16.4K -12 -2%
FCH
1186
Freestone Capital Holdings
Washington
$964K +$64.4K +47 +7%
SHC
1187
SALT Holding Corp
Delaware
$962K +$998K +728 New
IFWM
1188
Institute for Wealth Management
Colorado
$958K +$1.37K +1 +0.1%
BPAMU
1189
BTG Pactual Asset Management US
New York
$958K +$994K +725 New
WWM
1190
Walser Wealth Management
Florida
$955K -$170K -124 -15%
II
1191
Impact Investors
California
$953K -$241K -176 -20%
CAG
1192
Curtis Advisory Group
California
$951K +$987K +720 New
GWP
1193
Gateway Wealth Partners
Wisconsin
$948K +$983K +717 New
SFO
1194
Stokes Family Office
Louisiana
$938K -$108K -79 -10%
PW
1195
PUREfi Wealth
Massachusetts
$938K +$222K +162 +30%
CPC
1196
Cookson Peirce & Co
Pennsylvania
$936K +$972K +709 New
IPAM
1197
Investment Partners Asset Management
New Jersey
$935K -$5.48K -4 -0.6%
AAM
1198
Auxier Asset Management
Oregon
$935K +$6.85K +5 +0.7%
KP
1199
Keel Point
Alabama
$934K -$910K -664 -48%
LA
1200
Legacy Advisors
Pennsylvania
$934K -$20.6K -15 -2%