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Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
326
Brown Advisory
Maryland
$638K +$35.6K +552 +6%
HWP
327
Highline Wealth Partners
California
$634K
KWM
328
Kingsview Wealth Management
Oregon
$633K -$6.13K -95 -0.9%
SCA
329
Snowden Capital Advisors
New York
$616K +$120K +1,864 +24%
IPW
330
Invictus Private Wealth
Colorado
$616K
CG
331
Caprock Group
Idaho
$593K +$186K +2,889 +45%
MCM
332
McKinley Capital Management
Alaska
$589K -$5.48K -85 -0.9%
HCM
333
Highlander Capital Management
New Jersey
$588K
BAM
334
Belpointe Asset Management
Nevada
$584K +$88.4K +1,371 +17%
WJWM
335
Williams Jones Wealth Management
New York
$582K +$78.6K +1,219 +15%
KTC
336
Kistler-Tiffany Companies
Pennsylvania
$567K +$173K +2,683 +43%
CGA
337
Crescent Grove Advisors
Illinois
$560K -$23K -356 -4%
TSS
338
Two Sigma Securities
New York
$555K +$129K +1,997 +30%
MCM
339
MAI Capital Management
Ohio
$551K +$47.8K +741 +9%
ICG
340
InterOcean Capital Group
Tennessee
$550K +$147K +2,280 +36%
SWM
341
Spire Wealth Management
Virginia
$546K +$36.3K +563 +7%
AA
342
Altman Advisors
Illinois
$545K +$1.41M +21,817 New
SFG
343
SevenBridge Financial Group
Pennsylvania
$542K +$118K +1,835 +27%
RCM
344
Requisite Capital Management
Texas
$538K +$547K +8,490 New
G
345
GenTrust
Florida
$529K
BFA
346
Benedict Financial Advisors
Georgia
$525K +$8.9K +138 +2%
OWA
347
One Wealth Advisors
California
$524K +$198K +3,064 +59%
TFA
348
Teamwork Financial Advisors
Texas
$515K +$13.4K +208 +3%
B
349
Bellecapital
Switzerland
$514K
WCF
350
West Coast Financial
California
$509K +$67.4K +1,045 +15%