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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Absher Wealth Management
North Carolina
$821K -$1.92M -14,757 -72%
GWMR
427
GC Wealth Management RIA
Massachusetts
$813K +$152K +1,166 +25%
JPWM
428
Jamison Private Wealth Management
Georgia
$811K -$58.7K -452 -7%
LKIM
429
Lawson Kroeker Investment Management
Nebraska
$809K -$365K -2,805 -33%
JCM
430
Jacobi Capital Management
Pennsylvania
$809K +$52.5K +404 +8%
CCA
431
Catalyst Capital Advisors
New York
$805K
BCM
432
Bayesian Capital Management
New York
$805K +$198K +1,522 +36%
AWM
433
Apollon Wealth Management
South Carolina
$804K -$90.6K -697 -11%
GBT
434
Grove Bank & Trust
Florida
$800K +$7.15K +55 +1%
SHFA
435
SS&H Financial Advisors
Michigan
$800K
LCWP
436
Legacy Capital Wealth Partners
Arkansas
$792K +$372K +2,866 +103%
VVP
437
Venture Visionary Partners
Ohio
$792K -$28.3K -218 -4%
RP
438
Raelipskie Partnership
Ontario, Canada
$782K +$26K +200 +4%
RPCONE
439
Retirement Planning Company of New England
Rhode Island
$776K +$5.2K +40 +0.7%
WG
440
Welch Group
Alabama
$772K
TBWA
441
Three Bridge Wealth Advisors
California
$768K +$45.7K +352 +7%
TIM
442
Tevis Investment Management
Texas
$763K +$76.8K +591 +12%
CAS
443
Coppell Advisory Solutions
Texas
$760K +$47.4K +365 +7%
AWM
444
Aberdeen Wealth Management
Illinois
$749K -$26K -200 -4%
CFB
445
Cullen/Frost Bankers
Texas
$743K +$7.67K +59 +1%
AWM
446
Axxcess Wealth Management
California
$733K -$14.7K -113 -2%
CWM
447
Compass Wealth Management
Connecticut
$725K -$49.4K -380 -7%
AIA
448
Angeles Investment Advisors
California
$721K -$27.5K -212 -4%
NG
449
Norden Group
Utah
$719K +$665K +5,120 New
IAS
450
Insigneo Advisory Services
Florida
$711K +$86.8K +668 +15%