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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1226
Rockline Wealth Management
New York
$543K +$571K +1,009 New
WW
1227
Waterfront Wealth
Kansas
$543K
SF
1228
Sun Financial
Utah
$540K -$15.8K -28 -4%
CPCM
1229
Cardinal Point Capital Management
Ontario, Canada
$538K -$799K -1,412 -59%
CIA
1230
Cladis Investment Advisory
Montana
$538K
GI
1231
GS Investments
Minnesota
$538K
JTWM
1232
Jackson Thornton Wealth Management
Alabama
$536K +$40.2K +71 +9%
MAM
1233
Mystic Asset Management
Rhode Island
$535K
TWM
1234
Tradition Wealth Management
Minnesota
$535K +$2.83K +5 +0.5%
FFM
1235
Fullerton Fund Management
Singapore
$535K -$259K -458 -32%
7WCP
1236
71 West Capital Partners
Massachusetts
$533K +$82.1K +145 +17%
SWM
1237
SeaCrest Wealth Management
New York
$533K -$9.05K -16 -2%
DFC
1238
DB Fitzpatrick & Co
Idaho
$531K -$560K -990 -50%
BAM
1239
Blueshift Asset Management
New Jersey
$528K +$306K +541 +123%
GSWM
1240
Golden State Wealth Management
California
$526K +$566 +1 +0.1%
CRI
1241
Colonial River Investments
Virginia
$525K -$6.22K -11 -1%
TA
1242
Townsend & Associates
Colorado
$524K
AGWCA
1243
Annis Gardner Whiting Capital Advisors
Florida
$519K +$2.26K +4 +0.4%
LOPW
1244
Live Oak Private Wealth
North Carolina
$518K
ACM
1245
Advisors Capital Management
New Jersey
$516K +$34K +60 +7%
FC
1246
Fairscale Capital
New Hampshire
$515K
BWP
1247
Balboa Wealth Partners
Arizona
$515K -$11.3K -20 -2%
LSPW
1248
Lake Street Private Wealth
Illinois
$514K
PCA
1249
Purkiss Capital Advisors
Connecticut
$514K +$195K +344 +56%
FMLI
1250
Fukoku Mutual Life Insurance
Japan
$514K