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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
1051
Portside Wealth Group
Utah
$332K +$48.4K +257 +17%
WS
1052
Wilian Securities
Minnesota
$329K +$330K +1,750 New
CT
1053
Caldwell Trust
Florida
$328K -$4.9K -26 -1%
WHCI
1054
W.H. Cornerstone Investments
Massachusetts
$326K +$377 +2 +0.1%
CT
1055
Clearstead Trust
Maine
$322K -$105K -560 -25%
FM
1056
Family Management
New York
$321K – – –
TC
1057
Truvestments Capital
Florida
$321K +$17.9K +95 +6%
AIM
1058
Arcadia Investment Management
Michigan
$320K +$753 +4 +0.2%
SAM
1059
S.A. Mason
Michigan
$320K +$188 +1 +0.1%
QWP
1060
Quotient Wealth Partners
Texas
$320K -$51.6K -274 -14%
PIP
1061
Peachtree Investment Partners
Florida
$319K -$130K -688 -29%
OWA
1062
Octavia Wealth Advisors
Ohio
$318K -$2.45K -13 -0.8%
PFA
1063
Pure Financial Advisors
California
$315K +$102K +539 +47%
PSP
1064
Principal Street Partners
Tennessee
$313K -$8.1K -43 -3%
DWS
1065
Discipline Wealth Solutions
South Carolina
$313K – – –
BMCM
1066
Burns Matteson Capital Management
New York
$311K +$98.5K +523 +46%
AA
1067
Advisory Alpha
Michigan
$310K -$13.4K -71 -4%
GC
1068
Grimes & Company
Massachusetts
$310K +$3.39K +18 +1%
HBT
1069
Heartland Bank & Trust
Illinois
$310K -$7.35K -39 -2%
RS
1070
Retirement Solution
Washington
$308K +$308K +1,637 New
SL
1071
SWMG LLC
Texas
$304K +$293K +1,553 New
AIM
1072
Advyzon Investment Management
Illinois
$304K +$304K +1,614 New
SC
1073
Scotia Capital
Ontario, Canada
$304K -$11.1K -59 -4%
OC
1074
Oarsman Capital
Wisconsin
$303K +$188 +1 +0.1%
KCM
1075
Kathmere Capital Management
Pennsylvania
$302K -$5.46K -29 -2%