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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
826
Chesapeake Wealth Management
Virginia
$413K -$8.57K -3 -2%
AWE
827
Avidian Wealth Enterprises
Texas
$410K +$97.2K +34 +35%
RCAG
828
Rehmann Capital Advisory Group
Michigan
$410K +$37.2K +13 +11%
GFS
829
GYL Financial Synergies
Connecticut
$407K
IP
830
Ignite Planners
California
$406K
PP
831
PDS Planning
Ohio
$400K +$8.57K +3 +2%
CPW
832
Crestmont Private Wealth
Texas
$397K +$45.7K +16 +15%
ETIA
833
Epic Trust Investment Advisors
Washington
$394K +$20K +7 +6%
DLA
834
Douglas Lane & Associates
New York
$391K -$8.57K -3 -2%
WBC
835
Westpac Banking Corp
Australia
$385K -$17.1K -6 -5%
SPC
836
Sigma Planning Corp
Michigan
$385K +$349K +122 New
PCP
837
Proficio Capital Partners
Massachusetts
$381K
PL
838
Perpetual Ltd
Australia
$378K
RAM
839
Riggs Asset Management
Pennsylvania
$378K
LC
840
Lindbrook Capital
California
$375K -$51.5K -18 -13%
MWM
841
Modern Wealth Management
Kansas
$375K +$340K +119 New
SWM
842
SeaCrest Wealth Management
New York
$375K
Empower Advisory Group
843
Empower Advisory Group
Colorado
$372K +$31.4K +11 +10%
FWTB
844
First Western Trust Bank
Colorado
$369K +$8.57K +3 +3%
SG
845
Sienna Gestion
France
$366K +$332K +116 New
SP
846
Successful Portfolios
Florida
$364K
GSCM
847
Greenfield Seitz Capital Management
Texas
$362K
HNB
848
Hilltop National Bank
Wyoming
$362K +$329K +115 New
PTC
849
Philadelphia Trust Company
Pennsylvania
$362K
FOFP
850
Fee-Only Financial Planning
South Carolina
$356K