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Name Holding Trade Value Shares
Change
Change in
Stake
AC
826
AlphaCore Capital
California
$675K +$84.9K +249 +14%
PWMAG
827
Pinnacle Wealth Management Advisory Group
New Jersey
$672K +$6.48K +19 +1%
SCM
828
Stevens Capital Management
Pennsylvania
$671K +$677K +1,986 New
LA
829
LVW Advisors
New York
$667K -$284K -834 -30%
WANY
830
Wealthspire Advisors (New York)
New York
$667K +$518K +1,519 +334%
KA
831
KLCM Advisors
Wisconsin
$664K -$102K -300 -13%
AWA
832
Aaron Wealth Advisors
Illinois
$660K +$396K +1,163 +147%
ERSOT
833
Employees Retirement System of Texas
Texas
$659K
FMC
834
First Merchants Corp
Indiana
$659K
TAM
835
Trust Asset Management
Texas
$658K -$16K -47 -2%
PA
836
PFW Advisors
Georgia
$654K +$660K +1,935 New
VI
837
Versor Investments
New York
$650K -$399K -1,170 -38%
PWA
838
Phoenix Wealth Advisors
North Carolina
$648K -$7.5K -22 -1%
SAM
839
Sagewood Asset Management
New York
$647K +$653K +1,917 New
WAM
840
Weiss Asset Management
Massachusetts
$646K +$652K +1,914 New
SCTC
841
Sanibel Captiva Trust Company
Florida
$646K
DW30
842
Drucker Wealth 3.0
New Jersey
$642K -$76.7K -225 -11%
AC
843
Avestar Capital
New York
$641K -$17K -50 -3%
WMA
844
Wealth Management Associates
New Jersey
$638K
EW
845
Evoke Wealth
California
$637K -$106K -311 -14%
KWM
846
Kingsview Wealth Management
Oregon
$634K -$36.5K -107 -5%
PPW
847
Parcion Private Wealth
Washington
$634K +$1.36K +4 +0.2%
FPWM
848
FSB Premier Wealth Management
Iowa
$629K -$45K -132 -7%
FFG
849
Fortem Financial Group
California
$628K -$2.02M -5,917 -76%
CVM
850
Cheviot Value Management
California
$627K