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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
826
Drive Wealth Management
Utah
$820K +$303K +1,074 +57%
FCP
827
Fidelis Capital Partners
Florida
$820K +$4.52K +16 +0.5%
SWA
828
Shah Wealth Advisors
California
$819K +$840K +2,972 New
CNBOF
829
City National Bank of Florida
Florida
$817K +$149K +526 +22%
CCFM
830
Clear Creek Financial Management
Washington
$817K +$89.8K +318 +12%
MWM
831
Meridian Wealth Management
Kentucky
$815K +$13.8K +49 +2%
PA
832
Profund Advisors
Maryland
$812K +$283 +1 +0%
SAM
833
S.A. Mason
Michigan
$812K +$28.5K +101 +4%
WMG
834
WESCAP Management Group
California
$811K -$23.7K -84 -3%
TAM
835
Trust Asset Management
Texas
$811K -$40.7K -144 -5%
KCM
836
Kanawha Capital Management
Virginia
$810K +$2.26K +8 +0.3%
RIG
837
RiverFront Investment Group
Virginia
$807K +$142K +501 +21%
ERSOT
838
Employees Retirement System of Texas
Texas
$807K +$30.8K +109 +4%
SWM
839
Spire Wealth Management
Virginia
$804K -$4.24K -15 -0.5%
EPW
840
Evolve Private Wealth
California
$796K -$332K -1,174 -29%
Financial Engines Advisors
841
Financial Engines Advisors
California
$794K +$3.96K +14 +0.5%
VAS
842
Vestmark Advisory Solutions
Massachusetts
$792K +$194K +688 +32%
AWP
843
Abacus Wealth Partners
California
$790K -$383K -1,356 -32%
MNBTD
844
Moody National Bank Trust Division
Texas
$790K +$3.11K +11 +0.4%
NSB
845
Norway Savings Bank
Maine
$786K -$63.6K -225 -7%
VVP
846
Venture Visionary Partners
Ohio
$782K +$215K +760 +37%
NB
847
Nicolet Bankshares
Wisconsin
$778K +$37.9K +134 +5%
AWM
848
Aberdeen Wealth Management
Illinois
$776K -$251K -890 -24%
FWTB
849
First Western Trust Bank
Colorado
$775K +$1.7K +6 +0.2%
FG
850
Fiduciary Group
Georgia
$775K +$1.7K +6 +0.2%