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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1351
Magnolia Capital Management
New York
$667K +$95.9K +70 +16%
SW
1352
Simplicity Wealth
New Jersey
$666K +$211K +154 +44%
AWAU
1353
Alliance Wealth Advisors (Utah)
Utah
$666K -$359K -262 -34%
SFC
1354
SYM Financial Corp
Indiana
$666K +$24.7K +18 +4%
OWG
1355
Oxford Wealth Group
Florida
$664K -$78.1K -57 -10%
AIM
1356
Aigen Investment Management
New York
$664K +$689K +503 New
DM
1357
Diversified Management
Wisconsin
$664K +$689K +503 New
LTM
1358
Lotus Technology Management
Florida
$663K +$688K +502 New
WFP
1359
Worthington Financial Partners
Ohio
$662K – – –
CAIMH
1360
Central Asset Investments & Management Holdings
Hong Kong
$660K +$685K +500 New
PWP
1361
Pursue Wealth Partners
California
$660K – – –
FTWA
1362
Fifth Third Wealth Advisors
Ohio
$660K +$252K +184 +58%
BC
1363
BDFS Capital
Delaware
$659K -$94.6K -69 -12%
BAM
1364
Blueshift Asset Management
New Jersey
$654K +$678K +495 New
TCBWMS
1365
Texas Capital Bank Wealth Management Services
Texas
$653K +$363K +265 +116%
FNBOH
1366
First National Bank of Hutchinson
Kansas
$652K +$677K +494 New
PC
1367
Permanens Capital
New York
$651K -$1.42M -1,038 -68%
OWA
1368
Outlook Wealth Advisors
Texas
$651K -$11K -8 -2%
LWM
1369
LJI Wealth Management
Indiana
$650K – – –
PCFFS
1370
Pacific Center for Financial Services
California
$649K -$118K -86 -15%
AFA
1371
Arlington Financial Advisors
California
$647K – – –
FFWA
1372
FRG Family Wealth Advisors
Washington
$647K +$65.8K +48 +11%
MWM
1373
Mindset Wealth Management
Indiana
$643K +$151K +110 +29%
BCG
1374
Breakwater Capital Group
New Jersey
$641K -$5.48K -4 -0.8%
RG
1375
Rathbones Group
United Kingdom
$641K -$8.22K -6 -1%