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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
601
Weinberger Asset Management
California
$439K -$2.14K -57 -0.5%
KF
602
Krilogy Financial
Missouri
$439K
SPWM
603
Straight Path Wealth Management
Michigan
$438K +$74.9K +2,000 +20%
PFPT
604
Pinnacle Financial Partners (Tennessee)
Tennessee
$436K +$13.9K +371 +3%
EWA
605
EP Wealth Advisors
California
$434K +$90.9K +2,425 +25%
NIM
606
Northeast Investment Management
Massachusetts
$433K
AAMC
607
Asset Allocation & Management Company
Illinois
$433K
CCB
608
Country Club Bank
Missouri
$431K +$17.1K +457 +4%
Allspring Global Investments
609
Allspring Global Investments
North Carolina
$428K +$115K +3,057 +35%
SWM
610
Silverlake Wealth Management
Vermont
$427K +$444K +11,837 New
GF
611
Goodman Financial
Texas
$427K
Zurich Cantonal Bank
612
Zurich Cantonal Bank
Switzerland
$426K +$180K +4,800 +69%
Koshinski Asset Management
613
Koshinski Asset Management
Illinois
$424K +$47K +1,254 +11%
CF
614
Centaurus Financial
California
$423K -$2.96K -79 -0.7%
AIA
615
Alera Investment Advisors
Illinois
$421K +$437K +11,665 New
AAM
616
AR Asset Management
California
$420K
TA
617
TrueWealth Advisors
Alabama
$419K +$74.9K +1,999 +21%
PHS
618
Pekin Hardy Strauss
Illinois
$416K -$20.6K -550 -5%
AAM
619
Augustine Asset Management
Florida
$416K +$4.95K +132 +1%
MM
620
MQS Management
New York
$414K +$430K +11,477 New
AWM
621
Accel Wealth Management
Iowa
$413K +$25.6K +682 +6%
SRC
622
Sage Rhino Capital
California
$413K +$899 +24 +0.2%
WANY
623
Wealthspire Advisors (New York)
New York
$412K +$38.7K +1,033 +10%
KA
624
KLCM Advisors
Wisconsin
$411K
BCM
625
Brookstone Capital Management
Illinois
$409K +$36.9K +986 +9%