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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
776
Perigon Wealth Management
California
$224K +$234K +787 New
GLA
777
Great Lakes Advisors
Illinois
$221K +$3.57K +12 +2%
PWPS
778
Pinnacle Wealth Planning Services
Ohio
$220K +$893 +3 +0.4%
MMA
779
Miracle Mile Advisors
California
$219K +$7.44K +25 +3%
CT
780
Caldwell Trust
Florida
$217K
KPWS
781
Kestra Private Wealth Services
Texas
$217K +$227K +761 New
LCGC
782
Legacy Capital Group California
California
$215K +$224K +754 New
TIMH
783
Tilt Investment Management Holdings
New York
$214K
LBC
784
Lowe Brockenbrough & Co
Virginia
$214K -$1.19K -4 -0.5%
CIAS
785
Capital Investment Advisory Services
North Carolina
$213K -$4.46K -15 -2%
JIC
786
Joel Isaacson & Co
New York
$212K -$36.9K -124 -14%
SA
787
Syntax Advisors
New York
$211K -$57.5K -193 -21%
VCG
788
Vantage Consulting Group
Virginia
$211K -$57.5K -193 -21%
Lido Advisors
789
Lido Advisors
California
$211K +$220K +739 New
PPWM
790
PFG Private Wealth Management
Florida
$211K -$38.7K -130 -15%
FHA
791
First Horizon Advisors
Tennessee
$210K -$24.7K -83 -10%
SWA
792
Stratos Wealth Advisors
Ohio
$208K -$11.6K -39 -5%
FMLI
793
Fukoku Mutual Life Insurance
Japan
$208K
HFM
794
Harvest Fund Management
China
$207K +$59.5K +200 +38%
WC
795
Wexford Capital
Florida
$207K +$216K +725 New
QCG
796
Quadrant Capital Group
Ohio
$206K -$1.49K -5 -0.7%
TIA
797
Tiemann Investment Advisors
California
$205K
RRC
798
Relaxing Retirement Coach
Massachusetts
$205K +$214K +718 New
VT
799
Vise Technologies
New York
$204K -$5.66K -19 -3%
MG
800
Marex Group
$203K -$131K -439 -38%