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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
726
Perigon Wealth Management
California
$331K +$31.3K +873 +11%
E3F
727
Eight 31 Financial
Texas
$330K -$28.1K -785 -8%
AWM
728
Axxcess Wealth Management
California
$329K +$7.82K +218 +3%
IC
729
IEQ Capital
California
$327K +$3.66K +102 +1%
NFG
730
Nations Financial Group
Iowa
$326K -$25K -698 -7%
GWM
731
Geneos Wealth Management
Colorado
$326K -$220K -6,132 -41%
CT
732
Cambridge Trust
Massachusetts
$325K +$20.9K +583 +7%
ERIC
733
Eagle Rock Investment Company
Georgia
$325K -$1.79K -50 -0.6%
SCP
734
Sivia Capital Partners
California
$325K +$610 +17 +0.2%
HVIA
735
Hudson Valley Investment Advisors
New York
$324K
WA
736
WealthTrust Axiom
Pennsylvania
$321K -$26.9K -750 -8%
NL
737
NWAM LLC
Washington
$321K -$22.3K -621 -7%
DWM
738
Dorchester Wealth Management
Quebec, Canada
$320K -$3.59K -100 -1%
SXL
739
Summit X LLC
Missouri
$319K +$14.7K +411 +5%
SP
740
Successful Portfolios
Florida
$318K +$10.8K +301 +4%
VL
741
Vima LLC
Michigan
$318K -$38.8K -1,082 -11%
ATIA
742
American Trust Investment Advisors
New Hampshire
$317K
AUB
743
Atlantic Union Bankshares
Virginia
$316K
DDC
744
DF Dent & Co
Maryland
$316K +$26K +725 +9%
AG
745
AlTi Global
New York
$316K
OFG
746
Oxford Financial Group
Indiana
$315K
Empower Advisory Group
747
Empower Advisory Group
Colorado
$314K +$55.9K +1,558 +23%
RG
748
Rathbones Group
United Kingdom
$314K
SIC
749
Sigma Investment Counselors
Michigan
$314K
BCCM
750
Bridge Creek Capital Management
Massachusetts
$314K +$65.4K +1,825 +28%