Name Holding Trade Value Shares
Change
Change in
Stake
OWCM
2651
One Wealth Capital Management
Arizona
$502K +$483K +6,511 New
PCA
2652
Prosperity Capital Advisors
Ohio
$501K +$2.75K +37 +0.6%
WAG
2653
Wallace Advisory Group
California
$501K -$348K -4,685 -42%
PCMF
2654
Private Capital Management (Florida)
Florida
$501K +$482K +6,500 New
BEAM
2655
Baker Ellis Asset Management
Washington
$500K -$9.28K -125 -2%
Gerber Kawasaki Wealth & Investment Management
2656
Gerber Kawasaki Wealth & Investment Management
California
$500K +$50.6K +682 +12%
DA
2657
Drake & Associates
Wisconsin
$500K -$80K -1,078 -14%
FWP
2658
Falcon Wealth Planning
California
$500K +$58.3K +786 +14%
PNAA
2659
Pictet North America Advisors
Switzerland
$499K – – –
BEW
2660
Burton Enright Welch
California
$497K -$10K -135 -2%
JE
2661
Jacobs Equity
Utah
$497K +$478K +6,446 New
SL
2662
Salomon & Ludwin
Virginia
$496K +$87.8K +1,183 +22%
BWM
2663
BCS Wealth Management
Tennessee
$495K +$256K +3,445 +116%
OFO
2664
OneAscent Family Office
Alabama
$493K +$46.8K +631 +11%
BAG
2665
Bridgewealth Advisory Group
California
$492K +$297 +4 +0.1%
GWM
2666
Greenhouse Wealth Management
Connecticut
$492K +$2.52K +34 +0.5%
USWIA
2667
UP Strategic Wealth Investment Advisors
Pennsylvania
$492K – – –
FWA
2668
Fulcrum Wealth Advisors
Washington
$491K +$473K +6,380 New
KBFS
2669
Kohmann Bosshard Financial Services
Ohio
$491K -$63.4K -855 -12%
CVA
2670
Central Valley Advisors
California
$491K +$3.04K +41 +0.6%
RCG
2671
Regatta Capital Group
California
$491K +$148 +2 +0%
PAM
2672
Parvin Asset Management
South Dakota
$490K -$692K -9,321 -59%
BFA
2673
Beacon Financial Advisory
Ohio
$490K -$46.1K -621 -9%
NEPPG
2674
New England Professional Planning Group
Rhode Island
$489K -$11.4K -153 -2%
PWC
2675
Pathfinder Wealth Consulting
North Carolina
$488K +$470K +6,335 New