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Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
1251
Jackson Grant Investment Advisers
Connecticut
$614K – – –
WRPWM
1252
Werba Rubin Papier Wealth Management
California
$612K +$22.9K +22 +4%
LCM
1253
LCM Capital Management
Illinois
$610K -$261K -250 -30%
BC
1254
BDFS Capital
Delaware
$608K +$593K +568 New
I
1255
INVST
Indiana
$607K +$4.17K +4 +0.7%
MNBTD
1256
Moody National Bank Trust Division
Texas
$606K +$82.4K +79 +16%
VR
1257
Vision Retirement
New Jersey
$604K +$589K +565 New
OWG
1258
Oxford Wealth Group
Florida
$599K +$584K +560 New
WFG
1259
Wills Financial Group
Virginia
$596K -$17.7K -17 -3%
DWM
1260
DecisionMap Wealth Management
Virginia
$590K -$158K -151 -21%
SFG
1261
Sovereign Financial Group
Connecticut
$590K -$16.7K -16 -3%
CWM
1262
Centric Wealth Management
Illinois
$590K +$62.6K +60 +17%
WA
1263
WP Advisors
California
$588K -$70.9K -68 -11%
PW
1264
PUREfi Wealth
Massachusetts
$586K +$572K +548 New
SM
1265
STF Management
Texas
$585K -$870K -834 -60%
LSPW
1266
Lake Street Private Wealth
Illinois
$579K -$38.6K -37 -6%
Allianz Asset Management
1267
Allianz Asset Management
Germany
$577K +$562K +539 New
SWA
1268
SFMG Wealth Advisors
Texas
$576K +$17.7K +17 +3%
HCA
1269
Heck Capital Advisors
Wisconsin
$572K +$72K +69 +15%
BPCE
1270
Bank Pictet & Cie (Europe)
Germany
$572K -$7.3K -7 -1%
CTC
1271
Cetera Trust Company
Minnesota
$572K – – –
NP
1272
Nilsine Partners
Colorado
$572K +$33.4K +32 +6%
LNB
1273
Ledyard National Bank
$571K +$290K +278 +109%
LG
1274
Leuthold Group
Minnesota
$569K +$6.26K +6 +1%
CWA
1275
CM Wealth Advisors
Ohio
$569K +$555K +532 New