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AXIS Capital
AXS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
426
Rialto Wealth Management
New York
$5.8K +$501 +5 +10%
PWA
427
Physician Wealth Advisors
Utah
$5.48K -$1.6K -16 -24%
PC
428
PhiloSmith Capital
Connecticut
$5.37K +$5.01K +50 New
HFS
429
Hantz Financial Services
Michigan
$5K -$301 -3 -6%
KG
430
Kilter Group
New York
$4.83K +$1.7K +17 +61%
SGFG
431
Silver Grove Financial Group
New York
$4.15K +$3.91K +39 New
JWM
432
JPL Wealth Management
Colorado
$3.76K -$902 -9 -20%
VWA
433
Valued Wealth Advisors
Utah
$3.67K +$3.11K +31 +1,033%
MEG
434
Millstone Evans Group
Colorado
$3.55K – – –
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$3.33K -$401 -4 -11%
CCMI
436
Creative Capital Management Investments
California
$3.01K +$2.81K +28 New
AW
437
Avion Wealth
Texas
$3K +$2.51K +25 +500%
MAM
438
Marquette Asset Management
Minnesota
$2.79K +$1.3K +13 +100%
AFC
439
Ares Financial Consulting
California
$2.79K – – –
CH
440
Cromwell Holdings
Wyoming
$2.59K +$1.2K +12 +100%
DPW
441
DiNuzzo Private Wealth
Pennsylvania
$2.26K – – –
RF
442
Rossby Financial
Florida
$2.15K -$1.91K -19 -49%
RWS
443
Retirement Wealth Solutions
Wisconsin
$1.93K – – –
BHWM
444
Bay Harbor Wealth Management
Maryland
$1.93K +$501 +5 +38%
BBHC
445
Brown Brothers Harriman & Co
New York
$1.83K – – –
CFM
446
Cornerstone Financial Management
Massachusetts
$1.72K +$1.6K +16 New
MB
447
MidFirst Bank
Oklahoma
$1.5K – – –
CA
448
CoreCap Advisors
Michigan
$1.5K +$1.4K +14 New
SEP
449
Signature Equity Partners
Ohio
$1.4K – – –
HIA
450
HFM Investment Advisors
New Jersey
$1.4K +$702 +7 +117%
16 17
18
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