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Name Holding Trade Value Shares
Change
Change in
Stake
WI
601
WrapManager Inc
California
$350K +$42.4K +228 +14%
TAM
602
Taurus Asset Management
New York
$349K -$55.8K -300 -14%
ACA
603
Aptus Capital Advisors
Alabama
$348K +$31.1K +167 +10%
MWM
604
Mission Wealth Management
California
$346K -$18.4K -99 -5%
EFSCE
605
Enterprise Financial Services Corp (EFSC)
Missouri
$345K
SIA
606
SkyView Investment Advisors
New Jersey
$341K
AWA
607
Aaron Wealth Advisors
Illinois
$339K +$7.25K +39 +2%
NIM
608
Northeast Investment Management
Massachusetts
$336K +$14.5K +78 +5%
PCMC
609
Paragon Capital Management (Colorado)
Colorado
$335K
DWM
610
Doyle Wealth Management
Florida
$333K +$1.49K +8 +0.5%
EH
611
Equitable Holdings
New York
$332K +$21.2K +114 +7%
Carson Wealth (CWM LLC)
612
Carson Wealth (CWM LLC)
Nebraska
$330K
IAA
613
Independent Advisor Alliance
North Carolina
$329K +$34.6K +186 +12%
BWP
614
BSW Wealth Partners
Colorado
$329K +$35.9K +193 +13%
WWM
615
Western Wealth Management
Colorado
$328K +$12.3K +66 +4%
RTS
616
Round Table Services
New Jersey
$328K +$318K +1,710 New
CPIG
617
Chicago Partners Investment Group
Illinois
$326K
HH
618
Hilltop Holdings
Texas
$326K +$2.23K +12 +0.7%
AP
619
Adero Partners
California
$326K +$317K +1,703 New
SYBT
620
Stock Yards Bank & Trust
Kentucky
$325K +$23.4K +126 +8%
SRC
621
Sage Rhino Capital
California
$323K +$16.6K +89 +6%
YWP
622
YorkBridge Wealth Partners
New York
$321K -$123K -663 -28%
MSA
623
Marino Stram & Associates
Massachusetts
$321K +$311K +1,672 New
HB
624
Homrich & Berg
Georgia
$320K +$5.77K +31 +2%
LNC
625
Lincoln National Corp
Pennsylvania
$320K +$14.3K +77 +5%