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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1026
Prestige Wealth Management Group
New Jersey
$107K – – –
JCM
1027
Jacobi Capital Management
Pennsylvania
$106K – – –
RWA
1028
Ropes Wealth Advisors
Massachusetts
$105K -$312K -1,703 -77%
MAWCM
1029
Mine & Arao Wealth Creation & Management
California
$105K +$94.2K +514 New
TFO
1030
Tarbox Family Office
California
$101K +$367 +2 +0.4%
BSPF
1031
British Steel Pension Fund
United Kingdom
$94K – – –
LC
1032
Lindbrook Capital
California
$91K +$6.6K +36 +9%
IF
1033
Ironwood Financial
Arizona
$90K – – –
ACM
1034
Allred Capital Management
Texas
$89.2K +$79.9K +436 New
ZB
1035
Zions Bancorporation
Utah
$89K -$88.2K -481 -53%
EDRH
1036
Edmond de Rothschild Holding
Switzerland
$85K -$14.3K -78 -16%
WOC
1037
West Oak Capital
California
$83K – – –
HI
1038
Human Investing
Oregon
$81K -$24.8K -135 -25%
GWS
1039
Glassman Wealth Services
Virginia
$79K +$10.5K +57 +17%
SQA
1040
Simon Quick Advisors
New Jersey
$79K +$19.1K +104 +37%
AF
1041
Allworth Financial
California
$77K +$38.7K +211 +127%
AIC
1042
Ayalon Insurance Company
Israel
$76K – – –
WPA
1043
West Paces Advisors
Georgia
$75K -$550 -3 -0.8%
CBT
1044
Central Bank & Trust
Kentucky
$74K – – –
SIAS
1045
Shine Investment Advisory Services
Colorado
$73K +$10.8K +59 +20%
TI
1046
tru Independence
Oregon
$71K +$73.7K +402 New
AAM
1047
Advisors Asset Management
Colorado
$69.1K +$15.6K +85 +34%
MA
1048
MCF Advisors
Kentucky
$68K – – –
PO
1049
Private Ocean
California
$65K +$21.8K +119 +60%
BWP
1050
Baldwin Wealth Partners
Massachusetts
$63K – – –