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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1026
Drive Wealth Management
Utah
$335K -$210 -1 -0.1%
SOW
1027
State of Wyoming
Wyoming
$333K +$345K +1,642 +912%
QWP
1028
Quotient Wealth Partners
Texas
$332K -$841 -4 -0.2%
BTWM
1029
Brass Tax Wealth Management
Ohio
$332K – – –
BOH
1030
Bank of Hawaii
Hawaii
$329K – – –
PC
1031
Promus Capital
Illinois
$328K +$378K +1,798 New
OFS
1032
OneAscent Financial Services
Alabama
$326K +$375K +1,783 New
CWM
1033
Chesapeake Wealth Management
Virginia
$326K -$33.2K -158 -8%
CCC
1034
Compass Capital Corp
Massachusetts
$325K +$374K +1,781 New
PNAA
1035
Pictet North America Advisors
Switzerland
$325K – – –
SCTC
1036
Sanibel Captiva Trust Company
Florida
$325K – – –
LAS
1037
LWM Advisory Services
Florida
$324K – – –
WA
1038
Wambolt & Associates
Colorado
$324K – – –
DF
1039
Define Financial
California
$323K +$371K +1,767 New
BRWA
1040
B. Riley Wealth Advisors
Florida
$322K -$39.9K -190 -10%
SA
1041
Sovran Advisors
California
$321K +$351K +1,670 New
VCM
1042
Virtue Capital Management
Tennessee
$320K +$113K +537 +44%
MMA
1043
Miracle Mile Advisors
California
$319K +$367K +1,748 New
GWAM
1044
Guardian Wealth Advisors (Minnesota)
Minnesota
$318K +$10.9K +52 +3%
FMI
1045
F/M Investments
District of Columbia
$318K +$98.2K +467 +37%
CRC
1046
Curi RMB Capital
Illinois
$318K -$114K -541 -24%
MWA
1047
Midland Wealth Advisors
Illinois
$316K – – –
BWP
1048
Burling Wealth Partners
Illinois
$316K +$363K +1,728 New
FM
1049
Family Management
New York
$315K – – –
WHCI
1050
W.H. Cornerstone Investments
Massachusetts
$315K +$631 +3 +0.2%