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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1126
Wellspring Financial Advisors
Ohio
$281K +$1.28K +6 +0.5%
TPWM
1127
Twelve Points Wealth Management
Massachusetts
$281K -$42.7K -200 -13%
IWS
1128
Integrity Wealth Solutions
Colorado
$280K +$292K +1,365 New
PPWM
1129
PFG Private Wealth Management
Florida
$280K +$292K +1,365 New
PA
1130
Pinnacle Associates
New York
$280K +$7.26K +34 +3%
GAM
1131
Groupama Asset Management
France
$278K -$777K -3,636 -73%
WAG
1132
Winthrop Advisory Group
Massachusetts
$278K +$427 +2 +0.1%
SFC
1133
SYM Financial Corp
Indiana
$276K +$288K +1,347 New
DAS
1134
Dynamic Advisor Solutions
Arizona
$273K -$641 -3 -0.2%
NC
1135
NovaPoint Capital
Georgia
$271K +$282K +1,320 New
GWAM
1136
Guardian Wealth Advisors (Minnesota)
Minnesota
$270K -$3.2K -15 -1%
CWM
1137
Cornerstone Wealth Management
Missouri
$270K -$125K -587 -31%
FC
1138
Financial Council
Maryland
$269K – – –
FMII
1139
Farmers & Merchants Investments Inc
Nebraska
$269K – – –
EW
1140
Elyxium Wealth
California
$268K -$3.84K -18 -1%
TC
1141
TFR Capital
Texas
$267K – – –
OC
1142
Oakworth Capital
Alabama
$267K +$12.8K +60 +5%
OL
1143
Optas LLC
Texas
$267K +$13.5K +63 +5%
BWP
1144
Burling Wealth Partners
Illinois
$266K -$35.9K -168 -11%
VCA
1145
Verdence Capital Advisors
Maryland
$263K +$10.3K +48 +4%
LSPW
1146
Lake Street Private Wealth
Illinois
$263K – – –
PWMAG
1147
Pinnacle Wealth Management Advisory Group
New Jersey
$260K +$427 +2 +0.2%
MMA
1148
Mizuho Markets Americas
New York
$260K +$16.4K +77 +6%
RCM
1149
Raleigh Capital Management
North Carolina
$259K +$8.76K +41 +3%
DE
1150
Diversified Enterprises
Delaware
$258K -$641 -3 -0.2%