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Name Holding Trade Value Shares
Change
Change in
Stake
WH
1026
Willner & Heller
California
$532K -$17.4K -54 -3%
CWIG
1027
Chung Wu Investment Group
Texas
$532K +$32.2K +100 +7%
OP
1028
ORG Partners
Indiana
$529K +$22.6K +70 +5%
4WM
1029
44 Wealth Management
Oregon
$526K -$263K -815 -34%
GPW
1030
Genesis Private Wealth
Virginia
$525K +$78.3K +243 +18%
WFI
1031
West Family Investments
California
$524K +$141K +438 +38%
LPFG
1032
Landing Point Financial Group
Ohio
$524K – – –
GJWM
1033
Gilliland Jeter Wealth Management
Arkansas
$523K +$322 +1 +0.1%
SAI
1034
Systematic Alpha Investments
New Jersey
$523K – – –
HDIM
1035
Hanson & Doremus Investment Management
Vermont
$522K +$239K +740 +88%
RCA
1036
Resonant Capital Advisors
Wisconsin
$522K +$67.4K +209 +15%
HH
1037
Hilltop Holdings
Texas
$521K +$47.7K +148 +10%
MGAM
1038
McGowan Group Asset Management
Texas
$520K -$4.51K -14 -0.9%
SOW
1039
State of Wyoming
Wyoming
$518K +$505K +1,566 New
AP
1040
Appleton Partners
Massachusetts
$516K – – –
SPC
1041
Sigma Planning Corp
Michigan
$515K -$155K -480 -24%
IAS
1042
Insigneo Advisory Services
Florida
$513K +$47.4K +147 +10%
PWA
1043
Provenance Wealth Advisors
Florida
$512K – – –
ACM
1044
Advisors Capital Management
New Jersey
$511K -$43.2K -134 -8%
SAM
1045
Simplify Asset Management
Nevada
$510K -$6.39M -19,815 -93%
EWA
1046
EverSource Wealth Advisors
Alabama
$510K +$87.7K +272 +21%
CPW
1047
Cove Private Wealth
New York
$509K +$29K +90 +6%
WAM
1048
Wakefield Asset Management
Colorado
$508K – – –
OWP
1049
Obermeyer Wealth Partners
Colorado
$507K -$36.1K -112 -7%
OWA
1050
One Wealth Advisors
California
$507K +$206K +638 +71%