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Name Holding Trade Value Shares
Change
Change in
Stake
LI
1151
LRI Investments
Florida
$986K +$130K +448 +24%
WWG
1152
West Wealth Group
California
$983K +$39.6K +137 +6%
MGIA
1153
Moneta Group Investment Advisors
Missouri
$978K +$173K +598 +36%
LL
1154
LPWM LLC
Minnesota
$978K – – –
WAP
1155
Wealthcare Advisory Partners
Pennsylvania
$977K -$135K -467 -17%
RMCM
1156
Reynders McVeigh Capital Management
Massachusetts
$977K -$4.34K -15 -0.7%
KCM
1157
KRS Capital Management
Michigan
$977K -$28.3K -98 -4%
SAM
1158
Steinberg Asset Management
New York
$976K – – –
LFG
1159
Larson Financial Group
Missouri
$967K +$74.3K +257 +13%
S
1160
SimplyRich
California
$966K – – –
CWG
1161
Cornerstone Wealth Group
North Carolina
$956K +$71.4K +247 +13%
Capstone Investment Advisors
1162
Capstone Investment Advisors
New York
$954K -$360K -1,244 -36%
HBW
1163
Hazlett, Burt & Watson
West Virginia
$954K -$97.5K -337 -13%
RPC
1164
Rossmore Private Capital
Connecticut
$949K +$636K +2,200 New
PFA
1165
Professional Financial Advisors
Nebraska
$948K -$57.6K -199 -8%
SWM
1166
SeaCrest Wealth Management
New York
$948K +$48K +166 +8%
LIM
1167
Leavell Investment Management
Alabama
$944K -$188K -650 -23%
PWPS
1168
Pinnacle Wealth Planning Services
Ohio
$943K +$214K +741 +51%
RG
1169
Rathbones Group
United Kingdom
$941K -$49.2K -170 -7%
CSPIA
1170
Cary Street Partners Investment Advisory
Virginia
$940K +$74K +256 +13%
OFS
1171
OneAscent Financial Services
Alabama
$940K +$630K +2,178 New
AA
1172
Alpha Advisors
Virginia
$933K -$3.76K -13 -0.6%
WSFS
1173
Wilmington Savings Fund Society
Delaware
$930K +$44.5K +154 +8%
AC
1174
Avestar Capital
New York
$930K +$35.6K +123 +6%
STP
1175
Science & Technology Partners
New York
$930K +$623K +2,155 New