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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1451
Hollencrest Capital Management
California
$408K
EWM
1452
Edge Wealth Management
New York
$407K
MAA
1453
Mraz Amerine & Associates
California
$407K +$42 +1 +0%
BPWA
1454
Beacon Pointe Wealth Advisors
California
$407K +$114K +2,707 +39%
BCM
1455
Bluefin Capital Management
New York
$407K +$406K +9,628 New
LPT
1456
Legacy Private Trust
Wisconsin
$406K +$2.02K +48 +0.5%
NG
1457
Northstar Group
New York
$405K +$4.64K +110 +1%
MWA
1458
Meridian Wealth Advisors
Texas
$405K +$8.61K +204 +3%
BIC
1459
Beach Investment Counsel
Pennsylvania
$403K
CAAS
1460
Capital Asset Advisory Services
Michigan
$403K
TCPWM
1461
Traverso Chambers Private Wealth Management
California
$403K
OWA
1462
Outlook Wealth Advisors
Texas
$403K +$31.2K +740 +8%
BCA
1463
Berman Capital Advisors
Georgia
$403K +$88.9K +2,107 +28%
LC
1464
Lindbrook Capital
California
$403K +$104K +2,473 +35%
EFSCE
1465
Enterprise Financial Services Corp (EFSC)
Missouri
$398K +$3.5K +83 +0.9%
CWG
1466
Cornerstone Wealth Group
North Carolina
$398K +$29.6K +702 +8%
GFS
1467
GYL Financial Synergies
Connecticut
$398K +$37.3K +884 +10%
CCB
1468
Cutter & Co Brokerage
Missouri
$398K +$181K +4,298 +84%
PCM
1469
Pointe Capital Management
Michigan
$397K -$17.9K -425 -4%
WAAG
1470
Wealth Alliance Advisory Group
Kansas
$397K
SCA
1471
Stonebridge Capital Advisors
Minnesota
$397K +$133K +3,145 +50%
HPWM
1472
Highland Private Wealth Management
Washington
$396K +$83.4K +1,976 +27%
BCWM
1473
Blue Chip Wealth Management
Florida
$393K -$40.9K -970 -9%
IIC
1474
Integrated Investment Consultants
Michigan
$393K -$10.7K -253 -3%
LC
1475
Lourd Capital
California
$392K +$37.5K +888 +11%