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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1051
Destination Wealth Management
California
$938K +$65.4K +299 +7%
AWE
1052
Avidian Wealth Enterprises
Texas
$937K -$148K -678 -12%
BWAM
1053
Boyd Watterson Asset Management
Ohio
$937K -$9.85K -45 -0.9%
JHCP
1054
Jackson Hole Capital Partners
Oklahoma
$936K +$8.53K +39 +0.8%
Kovitz Investment Group Partners
1055
Kovitz Investment Group Partners
Illinois
$933K -$21.9K -100 -2%
FBA
1056
Front Barnett Associates
Illinois
$928K -$7.22K -33 -0.7%
CLOS
1057
Compagnie Lombard Odier SCmA
Switzerland
$926K +$1.06M +4,832 New
WP
1058
WealthPLAN Partners
Nebraska
$925K +$81.8K +374 +8%
CHA
1059
Carmichael Hill & Associates
Maryland
$923K
CA
1060
Cornerstone Advisory
Maryland
$923K +$63.7K +291 +6%
RIM
1061
RW Investment Management
Idaho
$919K +$3.94K +18 +0.4%
JWM
1062
Jeppson Wealth Management
California
$918K -$3.06K -14 -0.3%
MF
1063
Magnetar Financial
Illinois
$917K +$1.05M +4,783 New
CT
1064
Chicago Trust
Illinois
$914K +$114K +521 +12%
GG
1065
Greenwood Gearhart
Arkansas
$912K -$4.59K -21 -0.4%
PGWM
1066
Parisi Gray Wealth Management
New Jersey
$911K +$50.8K +232 +5%
NAMP
1067
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$907K +$21.9K +100 +2%
MFWP
1068
Mosaic Family Wealth Partners
Missouri
$905K
MWC
1069
MBM Wealth Consultants
Missouri
$899K +$76.6K +350 +8%
I
1070
InceptionR
California
$895K +$1.02M +4,671 New
BA
1071
Bristlecone Advisors
Washington
$895K +$41.8K +191 +4%
WIM
1072
WealthPlan Investment Management
Nebraska
$895K +$315K +1,440 +45%
GCM
1073
Gables Capital Management
Florida
$895K +$37.2K +170 +4%
WPC
1074
Wedmont Private Capital
Pennsylvania
$894K +$28.9K +132 +3%
BFM
1075
Boston Financial Management
Massachusetts
$893K -$8.31K -38 -0.8%