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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1726
Chemistry Wealth Management
New York
$276K +$270K +1,298 New
BWM
1727
BerganKDV Wealth Management
Minnesota
$276K +$27.6K +133 +11%
PO
1728
Private Ocean
California
$275K -$208 -1 -0.1%
Cohen & Steers
1729
Cohen & Steers
New York
$275K
SAM
1730
Synergy Asset Management
Washington
$275K +$43.6K +210 +19%
ZF
1731
Zhang Financial
Michigan
$274K
PWM
1732
Purus Wealth Management
California
$274K +$11.4K +55 +4%
DWM
1733
Drive Wealth Management
Utah
$274K +$38K +183 +17%
OWIM
1734
Old West Investment Management
California
$274K -$10.4K -50 -4%
AA
1735
Aire Advisors
California
$274K -$127K -610 -32%
FPGK
1736
Financial Partners Group (Kansas)
Kansas
$273K -$1.25K -6 -0.5%
FWTB
1737
First Western Trust Bank
Colorado
$273K
HCMG
1738
Howard Capital Management Group
California
$273K
SIC
1739
Salem Investment Counselors
North Carolina
$272K -$9.35K -45 -3%
MC
1740
Miramar Capital
Illinois
$271K -$5.19K -25 -2%
AL
1741
ADE LLC
Maryland
$271K
BMWM
1742
Brown Miller Wealth Management
Virginia
$270K -$30.1K -145 -10%
OAM
1743
Occidental Asset Management
California
$270K -$416 -2 -0.2%
BW
1744
BIP Wealth
Georgia
$270K +$264K +1,270 New
NFG
1745
Nadler Financial Group
Illinois
$270K -$1.04K -5 -0.4%
MA
1746
MCF Advisors
Kentucky
$270K +$9.56K +46 +4%
SPA
1747
Sentinel Pension Advisors
Massachusetts
$269K +$267K +1,283 New
GFA
1748
Gallagher Fiduciary Advisors
Illinois
$269K +$263K +1,267 New
SAM
1749
Steinberg Asset Management
New York
$269K
VC
1750
Vicus Capital
Pennsylvania
$268K +$262K +1,263 New