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Name Holding Trade Value Shares
Change
Change in
Stake
SAI
776
Systematic Alpha Investments
New Jersey
$792K
FWTB
777
First Western Trust Bank
Colorado
$787K
IWM
778
IHT Wealth Management
Illinois
$782K -$63.3K -243 -8%
PSP
779
Pacific Sage Partners
Washington
$782K
SFA
780
Sequoia Financial Advisors
Ohio
$781K +$38K +146 +6%
DAS
781
Dynamic Advisor Solutions
Arizona
$777K -$31.3K -120 -4%
SLWA
782
San Luis Wealth Advisors
California
$776K +$721K +2,767 New
MC
783
Machina Capital
France
$772K -$801K -3,077 -53%
SWM
784
Spire Wealth Management
Virginia
$771K +$16.1K +62 +2%
RDWM
785
Red Door Wealth Management
Tennessee
$771K +$14.8K +57 +2%
SWA
786
Sutton Wealth Advisors
Florida
$762K -$27.9K -107 -4%
BFM
787
Boston Financial Management
Massachusetts
$760K -$10.9K -42 -2%
PCMI
788
Paradigm Capital Management Inc
New York
$758K
PL
789
Plancorp LLC
Missouri
$753K +$10.4K +40 +2%
MMG
790
Monetary Management Group
Missouri
$750K
WFC
791
Western Financial Corp
California
$748K +$47.1K +181 +7%
CIM
792
CIM Investment Management
Pennsylvania
$747K +$75.5K +290 +12%
PGAM
793
Princeton Global Asset Management
New Jersey
$745K +$33.3K +128 +5%
BFG
794
Beacon Financial Group
Texas
$742K +$697K +2,675 New
AC
795
ASB Consultores
Florida
$741K +$66.9K +257 +11%
WA
796
Wealth Alliance
New York
$741K +$11.2K +43 +2%
WPC
797
Wedmont Private Capital
Pennsylvania
$740K +$201K +772 +42%
OWA
798
Outlook Wealth Advisors
Texas
$739K +$134K +513 +24%
KWA
799
Kingswood Wealth Advisors
California
$737K +$684K +2,628 New
CT
800
Colonial Trust
South Carolina
$729K +$65.1K +250 +11%