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AXIS Capital
AXS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
426
Elevation Wealth Partners
California
$5.91K +$1.7K +17 +45%
RWM
427
Rialto Wealth Management
New York
$5.8K +$501 +5 +10%
PWA
428
Physician Wealth Advisors
Utah
$5.48K -$1.6K -16 -24%
PC
429
PhiloSmith Capital
Connecticut
$5.37K +$5.01K +50 New
HFS
430
Hantz Financial Services
Michigan
$5K -$301 -3 -6%
KG
431
Kilter Group
New York
$4.83K +$1.7K +17 +61%
SGFG
432
Silver Grove Financial Group
New York
$4.15K +$3.91K +39 New
JWM
433
JPL Wealth Management
Colorado
$3.76K -$902 -9 -20%
VWA
434
Valued Wealth Advisors
Utah
$3.67K +$3.11K +31 +1,033%
MEG
435
Millstone Evans Group
Colorado
$3.55K – – –
MPWT
436
MassMutual Private Wealth & Trust
Connecticut
$3.33K -$401 -4 -11%
CCMI
437
Creative Capital Management Investments
California
$3.01K +$2.81K +28 New
AW
438
Avion Wealth
Texas
$3K +$2.51K +25 +500%
MAM
439
Marquette Asset Management
Minnesota
$2.79K +$1.3K +13 +100%
AFC
440
Ares Financial Consulting
California
$2.79K – – –
CH
441
Cromwell Holdings
Wyoming
$2.59K +$1.2K +12 +100%
DPW
442
DiNuzzo Private Wealth
Pennsylvania
$2.26K – – –
RF
443
Rossby Financial
Florida
$2.15K -$1.91K -19 -49%
RWS
444
Retirement Wealth Solutions
Wisconsin
$1.93K – – –
BHWM
445
Bay Harbor Wealth Management
Maryland
$1.93K +$501 +5 +38%
BBHC
446
Brown Brothers Harriman & Co
New York
$1.83K – – –
CFM
447
Cornerstone Financial Management
Massachusetts
$1.72K +$1.6K +16 New
MB
448
MidFirst Bank
Oklahoma
$1.5K – – –
CA
449
CoreCap Advisors
Michigan
$1.5K +$1.4K +14 New
SEP
450
Signature Equity Partners
Ohio
$1.4K – – –
16 17
18
19 20