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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
851
Bartlett & Co Wealth Management
Ohio
$731K -$24.6K -89 -3%
GM
852
GeoWealth Management
Illinois
$731K +$103K +371 +16%
MYIA
853
Mount Yale Investment Advisors
Colorado
$731K +$443K +1,601 +141%
PSP
854
Pacific Sage Partners
Washington
$730K
PWA
855
Physician Wealth Advisors
Utah
$730K +$19.4K +70 +3%
AWA
856
Aaron Wealth Advisors
Illinois
$729K -$156K -565 -17%
CP
857
CenterBook Partners
Connecticut
$728K -$544K -1,967 -42%
TBA
858
Tower Bridge Advisors
Pennsylvania
$727K
AU
859
AlphaGrep UK
$726K +$39.6K +143 +6%
DWP
860
Daymark Wealth Partners
Ohio
$723K +$476K +1,721 +174%
PCG
861
Prosperity Consulting Group
Maryland
$721K +$41.8K +151 +6%
SWP
862
Sagespring Wealth Partners
Tennessee
$721K -$33.2K -120 -4%
LOIP
863
Live Oak Investment Partners
Texas
$719K +$90.8K +328 +14%
EW
864
Evoke Wealth
California
$717K +$251K +907 +51%
S
865
Storgate
Texas
$714K +$17.7K +64 +2%
CHAM
866
Clear Harbor Asset Management
Connecticut
$714K -$105K -379 -12%
NP
867
NorthRock Partners
Minnesota
$714K +$277 +1 +0%
SAI
868
Savvy Advisors Inc
New York
$711K -$1.11K -4 -0.1%
NB
869
Nicolet Bankshares
Wisconsin
$710K +$735K +2,658 New
DWT
870
Dorsey & Whitney Trust
South Dakota
$708K +$17.4K +63 +2%
GWCM
871
Godshalk Welsh Capital Management
Pennsylvania
$708K
SC
872
SummitTX Capital
Texas
$706K +$732K +2,647 New
CCFM
873
Clear Creek Financial Management
Washington
$706K +$732K +2,647 New
VWA
874
Visionary Wealth Advisors
Illinois
$697K +$32.9K +119 +5%
HT
875
Headlands Technologies
Illinois
$697K +$723K +2,612 New