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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
726
Capital Wealth Planning
Florida
$257K +$250K +1,416 New
QPWM
727
Quadrant Private Wealth Management
Pennsylvania
$256K -$1.94K -11 -0.8%
PCM
728
Penserra Capital Management
California
$256K +$78.4K +444 +46%
HA
729
Hofer & Associates
California
$255K
RWA
730
Ropes Wealth Advisors
Massachusetts
$254K -$57.9K -328 -19%
ATC
731
Argent Trust Co
Tennessee
$253K +$2.65K +15 +1%
AIM
732
Anchor Investment Management
South Carolina
$253K
AF
733
Allworth Financial
California
$252K +$44.1K +250 +22%
MA
734
MONECO Advisors
Connecticut
$252K +$18K +102 +8%
Empower Advisory Group
735
Empower Advisory Group
Colorado
$250K +$243K +1,379 New
SCM
736
SOL Capital Management
Maryland
$250K
AFM
737
Andesa Financial Management
Pennsylvania
$249K +$247K +1,401 New
NL
738
NWAM LLC
Washington
$249K -$27.2K -154 -10%
AWA
739
Arkadios Wealth Advisors
Georgia
$247K +$3.71K +21 +2%
HS
740
Horan Securities
United States
$246K +$25.6K +145 +12%
TC
741
Tacita Capital
Ontario, Canada
$245K
OL
742
Optas LLC
Texas
$245K +$2.82K +16 +1%
BAM
743
Belpointe Asset Management
Nevada
$244K +$23.8K +135 +11%
CWM
744
Chemistry Wealth Management
New York
$244K
BBW
745
Blue Barn Wealth
Utah
$242K +$235K +1,334 New
WKWM
746
Walter & Keenan Wealth Management
Indiana
$241K
PCH
747
PGIM Custom Harvest
New Jersey
$241K -$13.1K -74 -5%
SMH
748
Sanders Morris Harris
Texas
$240K +$234K +1,325 New
CWA
749
Centennial Wealth Advisory
Michigan
$240K
SWA
750
Stratos Wealth Advisors
Ohio
$239K +$9K +51 +4%