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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
826
Drive Wealth Management
Utah
$286K +$9.94K +182 +4%
BMWM
827
Brown Miller Wealth Management
Virginia
$286K – – –
PWM
828
Perigon Wealth Management
California
$285K +$22.7K +416 +9%
LFG
829
Larson Financial Group
Missouri
$285K +$33.6K +616 +13%
ST
830
Spinnaker Trust
Maine
$283K +$10.9K +200 +4%
Koshinski Asset Management
831
Koshinski Asset Management
Illinois
$282K -$548K -10,034 -66%
CHP
832
Cable Hill Partners
Oregon
$282K +$284K +5,201 New
SVWAG
833
Sound View Wealth Advisors Group
Georgia
$281K +$14.7K +269 +5%
NWM
834
Northwest Wealth Management
Iowa
$279K -$382 -7 -0.1%
SAM
835
Smartleaf Asset Management
Massachusetts
$279K +$73.3K +1,342 +36%
IWM
836
IHT Wealth Management
Illinois
$278K +$4.97K +91 +2%
KWM
837
Kolinsky Wealth Management
New Jersey
$277K -$13.9K -255 -5%
KIG
838
Kowal Investment Group
Wisconsin
$274K -$9.72K -178 -3%
MMA
839
Miracle Mile Advisors
California
$274K -$9.23K -169 -3%
LIM
840
Leavell Investment Management
Alabama
$270K +$272K +4,983 New
SF
841
Summit Financial
New Jersey
$268K +$270K +4,949 New
EC
842
EntryPoint Capital
New York
$267K +$133K +2,441 +98%
LT
843
Legacy Trust
Michigan
$267K – – –
SC
844
Syon Capital
California
$264K +$6.39K +117 +2%
HIC
845
Holderness Investments Company
North Carolina
$264K -$6.82K -125 -3%
AIM
846
Allen Investment Management
New York
$260K – – –
JCM
847
Jacobi Capital Management
Pennsylvania
$259K – – –
DM
848
Deerfield Management
New York
$258K +$260K +4,762 New
BW
849
Bison Wealth
Georgia
$256K – – –
PAM
850
Panagora Asset Management
Massachusetts
$256K -$1.1M -20,178 -81%