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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1576
Tradition Wealth Management
Minnesota
$334K -$131K -638 -27%
WWM
1577
Waterway Wealth Management
Texas
$333K +$117K +567 +49%
SCP
1578
Sender Company & Partners
New York
$333K -$524K -2,552 -60%
ACA
1579
Affinity Capital Advisors
California
$332K -$4.11K -20 -1%
BHPW
1580
Beverly Hills Private Wealth
California
$332K -$61.6K -300 -15%
WA
1581
Wealth Alliance
New York
$331K +$2.67K +13 +0.8%
KCIC
1582
Kuhn & Co Investment Counsel
Illinois
$330K -$1.64K -8 -0.5%
DJSG
1583
D.J. St. Germain
Massachusetts
$328K -$63.1K -307 -15%
GWM
1584
Gray Wealth Management
Maine
$328K -$90.8K -442 -21%
MWP
1585
Meridian Wealth Partners
Pennsylvania
$327K +$74.2K +361 +27%
SCA
1586
St. Clair Advisors
Ohio
$327K -$10.9K -53 -3%
BEW
1587
Burton Enright Welch
California
$326K +$205 +1 +0.1%
WG
1588
Winton Group
United Kingdom
$325K +$346K +1,684 New
BBWP
1589
Beacon Bridge Wealth Partners
Pennsylvania
$324K -$2.88K -14 -0.8%
CWP
1590
CFM Wealth Partners
Texas
$322K -$108K -524 -24%
AWM
1591
Accel Wealth Management
Iowa
$322K +$52.6K +256 +18%
BWM
1592
Benchmark Wealth Management
Connecticut
$321K
CW
1593
CIC Wealth
Maryland
$320K
TIM
1594
Total Investment Management
Arizona
$320K -$13.4K -65 -4%
1WM
1595
1858 Wealth Management
Ohio
$319K
BSA
1596
Bull Street Advisors
Georgia
$319K -$13.8K -67 -4%
MCM
1597
Morton Capital Management
California
$319K -$8.63K -42 -2%
NCM
1598
Novare Capital Management
North Carolina
$318K -$17.5K -85 -5%
KWS
1599
Keystone Wealth Services
California
$318K +$5.75K +28 +2%
TA
1600
TrueWealth Advisors
Alabama
$318K