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Name Holding Trade Value Shares
Change
Change in
Stake
DWP
826
Daymark Wealth Partners
Ohio
$220K +$1.23K +11 +0.5%
MWM
827
Meridian Wealth Management
Kentucky
$220K +$242K +2,156 New
VWM
828
Venturi Wealth Management
Texas
$219K -$213K -1,902 -47%
WFI
829
West Family Investments
California
$216K +$237K +2,116 New
SSA
830
South Street Advisors
New York
$214K – – –
BWA
831
Basecamp Wealth Advisors
Washington
$212K -$1.23K -11 -0.5%
CA
832
CoreCap Advisors
Michigan
$211K +$55.8K +498 +32%
LWM
833
LeConte Wealth Management
Tennessee
$210K -$8.75K -78 -4%
AWP
834
Abacus Wealth Partners
California
$209K +$230K +2,049 New
CIM
835
Cambria Investment Management
California
$207K -$11K -98 -5%
RFWA
836
RPg Family Wealth Advisory
Massachusetts
$207K – – –
PPC
837
Park Place Capital
Alabama
$206K -$45.5K -406 -17%
KJWM
838
Kiley Juergens Wealth Management
Washington
$206K – – –
MUAMU
839
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$204K -$897K -8,000 -80%
CCI
840
Credit Capital Investments
New Jersey
$204K – – –
JSC
841
Jackson Square Capital
California
$204K – – –
PGAM
842
Princeton Global Asset Management
New Jersey
$202K – – –
GG
843
Greenwood Gearhart
Arkansas
$202K +$14.6K +130 +7%
CH
844
Cromwell Holdings
Wyoming
$201K – – –
PFBT
845
Parkside Financial Bank & Trust
Missouri
$200K +$2.24K +20 +1%
GCM
846
Gables Capital Management
Florida
$199K – – –
MA
847
Montag & Associates
Georgia
$198K – – –
BTI
848
Blue Trust Inc
Georgia
$196K +$209K +1,861 +2,908%
VCM
849
Versant Capital Management
Arizona
$195K -$23.2K -207 -10%
BWL
850
Bogart Wealth LLC
Virginia
$191K +$96.2K +858 +84%