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Name Holding Trade Value Shares
Change
Change in
Stake
W
1451
Wealthquest
Ohio
$409K +$53.9K +1,278 +15%
HCM
1452
Hollencrest Capital Management
California
$408K – – –
EWM
1453
Edge Wealth Management
New York
$407K – – –
MAA
1454
Mraz Amerine & Associates
California
$407K +$42 +1 +0%
BPWA
1455
Beacon Pointe Wealth Advisors
California
$407K +$114K +2,707 +39%
BCM
1456
Bluefin Capital Management
New York
$407K +$406K +9,628 New
LPT
1457
Legacy Private Trust
Wisconsin
$406K +$2.02K +48 +0.5%
NG
1458
Northstar Group
New York
$405K +$4.64K +110 +1%
MWA
1459
Meridian Wealth Advisors
Texas
$405K +$8.61K +204 +3%
BIC
1460
Beach Investment Counsel
Pennsylvania
$403K – – –
CAAS
1461
Capital Asset Advisory Services
Michigan
$403K – – –
TCPWM
1462
Traverso Chambers Private Wealth Management
California
$403K – – –
OWA
1463
Outlook Wealth Advisors
Texas
$403K +$31.2K +740 +8%
BCA
1464
Berman Capital Advisors
Georgia
$403K +$88.9K +2,107 +28%
LC
1465
Lindbrook Capital
California
$403K +$104K +2,473 +35%
EFSCE
1466
Enterprise Financial Services Corp (EFSC)
Missouri
$398K +$3.5K +83 +0.9%
CWG
1467
Cornerstone Wealth Group
North Carolina
$398K +$29.6K +702 +8%
GFS
1468
GYL Financial Synergies
Connecticut
$398K +$37.3K +884 +10%
CCB
1469
Cutter & Co Brokerage
Missouri
$398K +$181K +4,298 +84%
PCM
1470
Pointe Capital Management
Michigan
$397K -$17.9K -425 -4%
WAAG
1471
Wealth Alliance Advisory Group
Kansas
$397K – – –
SCA
1472
Stonebridge Capital Advisors
Minnesota
$397K +$133K +3,145 +50%
HPWM
1473
Highland Private Wealth Management
Washington
$396K +$83.4K +1,976 +27%
BCWM
1474
Blue Chip Wealth Management
Florida
$393K -$40.9K -970 -9%
IIC
1475
Integrated Investment Consultants
Michigan
$393K -$10.7K -253 -3%