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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
601
EP Wealth Advisors
California
$357K +$55.2K +425 +20%
FMII
602
Farmers & Merchants Investments Inc
Nebraska
$357K +$14.8K +114 +5%
HW
603
Hancock Whitney
Mississippi
$355K -$1.04K -8 -0.3%
KWM
604
Kingsview Wealth Management
Oregon
$355K +$67.2K +517 +26%
MFIM
605
Mesirow Financial Investment Management
Illinois
$355K -$42.2K -325 -11%
AWE
606
Avidian Wealth Enterprises
Texas
$352K -$60.3K -464 -16%
FLPIM
607
F.L. Putnam Investment Management
Massachusetts
$350K -$6.24K -48 -2%
MW
608
Marcum Wealth
Ohio
$349K +$53.3K +410 +20%
LCGC
609
Legacy Capital Group California
California
$346K +$46.5K +358 +17%
RCG
610
Regatta Capital Group
California
$346K -$1.04K -8 -0.3%
4WM
611
44 Wealth Management
Oregon
$345K +$334K +2,568 New
BCM
612
Brookstone Capital Management
Illinois
$344K -$11.3K -87 -3%
BFA
613
Beaumont Financial Advisors
Massachusetts
$344K -$31.2K -240 -9%
ACA
614
American Capital Advisory
Idaho
$343K +$318K +2,447 New
CWP
615
Cyndeo Wealth Partners
Florida
$340K +$260 +2 +0.1%
NHC
616
Nicholas Hoffman & Company
Georgia
$338K +$1.95K +15 +0.6%
AWA
617
Arkadios Wealth Advisors
Georgia
$338K +$313K +2,407 New
OMC
618
Old Mission Capital
Illinois
$337K +$9.1K +70 +3%
ESB
619
Essex Savings Bank
Connecticut
$336K -$32.6K -251 -9%
GSEP
620
Golden State Equity Partners
California
$335K +$63.2K +486 +26%
Vontobel Holding
621
Vontobel Holding
Switzerland
$333K +$28.6K +220 +10%
IPW
622
Inlet Private Wealth
Florida
$332K
GCM
623
Gallacher Capital Management
Colorado
$332K -$390 -3 -0.1%
SAM
624
Silvercrest Asset Management
New York
$330K -$1.06M -8,135 -78%
OWA
625
One Wealth Advisors
California
$328K