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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
1251
Portside Wealth Group
Utah
$267K +$10.9K +40 +4%
OWCM
1252
One Wealth Capital Management
Arizona
$267K +$16K +59 +6%
CWM
1253
Circle Wealth Management
New Jersey
$266K +$264K +971 New
WFI
1254
West Family Investments
California
$264K
TFS
1255
Thoroughbred Financial Services
Tennessee
$263K +$39.9K +147 +18%
SBCM
1256
Silverberg Bernstein Capital Management
New York
$262K
NL
1257
NWAM LLC
Washington
$261K +$543 +2 +0.2%
AA
1258
Apriem Advisors
California
$260K +$3.8K +14 +1%
ACM
1259
Arcataur Capital Management
Wisconsin
$260K -$4.62K -17 -2%
TF
1260
Tompkins Financial
New York
$259K
WFA
1261
Wellspring Financial Advisors
Ohio
$259K
WPP
1262
Whalerock Point Partners
Rhode Island
$259K
LDB
1263
Lee, Danner & Bass
Tennessee
$257K
IF
1264
Integrity Financial
Wyoming
$257K +$6.79K +25 +3%
TNA
1265
True North Advisors
Texas
$256K +$254K +936 New
LF
1266
Lantz Financial
Illinois
$256K +$543 +2 +0.2%
PFW
1267
Petros Family Wealth
Minnesota
$256K
MG
1268
Mather Group
Illinois
$256K +$40.2K +148 +19%
PW
1269
PUREfi Wealth
Massachusetts
$254K +$4.62K +17 +2%
RCG
1270
Regatta Capital Group
California
$254K -$33.1K -122 -12%
RCM
1271
Radnor Capital Management
Pennsylvania
$253K
PFM
1272
Patton Fund Management
Texas
$253K
IWM
1273
Iams Wealth Management
Nebraska
$252K +$250K +921 New
DCA
1274
DSG Capital Advisors
Minnesota
$252K
PIA
1275
Perennial Investment Advisors
California
$252K +$1.09K +4 +0.4%