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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
901
DGS Capital Management
New Jersey
$496K +$64.2K +184 +13%
WA
902
Wealth Architects
California
$493K -$3.49K -10 -0.6%
TPA
903
Trivium Point Advisory
Connecticut
$491K -$83.1K -238 -13%
CIS
904
Custom Index Systems
New York
$488K +$543K +1,554 New
MCM
905
Monument Capital Management
Virginia
$488K +$349 +1 +0.1%
KWM
906
KFG Wealth Management
Indiana
$486K -$12.6K -36 -2%
Meridian Wealth Management
907
Meridian Wealth Management
Kentucky
$486K -$28.3K -81 -5%
Edmond de Rothschild Holding
908
Edmond de Rothschild Holding
Switzerland
$483K – – –
PPWP
909
Premier Path Wealth Partners
New Jersey
$477K +$6.98K +20 +1%
Foundations Investment Advisors
910
Foundations Investment Advisors
Arizona
$473K +$7.68K +22 +1%
AWA
911
Aaron Wealth Advisors
Illinois
$473K -$156K -448 -23%
Plancorp LLC
912
Plancorp LLC
Missouri
$471K +$58K +166 +13%
RAM
913
Ramirez Asset Management
New York
$470K -$52.4K -150 -9%
RPC
914
Rossmore Private Capital
Connecticut
$467K -$20.9K -60 -4%
AU
915
AlphaGrep UK
$465K -$290K -830 -36%
LCWP
916
Legacy Capital Wealth Partners
Arkansas
$464K -$218K -625 -30%
DMBA
917
Deseret Mutual Benefit Administrators
Utah
$457K +$227K +651 +81%
Sigma Planning Corp
918
Sigma Planning Corp
Michigan
$457K -$130K -371 -20%
SCM
919
Stevens Capital Management
Pennsylvania
$456K -$187K -535 -27%
AWM
920
Aberdeen Wealth Management
Illinois
$450K – – –
Valmark Advisers
921
Valmark Advisers
Ohio
$449K +$87.3K +250 +21%
KOCAA
922
Knights of Columbus Asset Advisors
Connecticut
$446K -$14.2M -40,804 -97%
CSPIA
923
Cary Street Partners Investment Advisory
Virginia
$446K -$6.63K -19 -1%
NC
924
nVerses Capital
Florida
$446K +$495K +1,419 New
Savvy Advisors Inc
925
Savvy Advisors Inc
New York
$445K +$38.4K +110 +8%