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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1251
Drive Wealth Management
Utah
$269K +$10.3K +38 +4%
AT
1252
Avalon Trust
New Mexico
$268K +$20.9K +77 +9%
PWG
1253
Portside Wealth Group
Utah
$267K +$10.9K +40 +4%
OWCM
1254
One Wealth Capital Management
Arizona
$267K +$16K +59 +6%
CWM
1255
Circle Wealth Management
New Jersey
$266K +$264K +971 New
WFI
1256
West Family Investments
California
$264K – – –
TFS
1257
Thoroughbred Financial Services
Tennessee
$263K +$39.9K +147 +18%
SBCM
1258
Silverberg Bernstein Capital Management
New York
$262K – – –
NL
1259
NWAM LLC
Washington
$261K +$543 +2 +0.2%
AA
1260
Apriem Advisors
California
$260K +$3.8K +14 +1%
ACM
1261
Arcataur Capital Management
Wisconsin
$260K -$4.62K -17 -2%
TF
1262
Tompkins Financial
New York
$259K – – –
WFA
1263
Wellspring Financial Advisors
Ohio
$259K – – –
WPP
1264
Whalerock Point Partners
Rhode Island
$259K – – –
LDB
1265
Lee, Danner & Bass
Tennessee
$257K – – –
IF
1266
Integrity Financial
Wyoming
$257K +$6.79K +25 +3%
TNA
1267
True North Advisors
Texas
$256K +$254K +936 New
LF
1268
Lantz Financial
Illinois
$256K +$543 +2 +0.2%
PFW
1269
Petros Family Wealth
Minnesota
$256K – – –
MG
1270
Mather Group
Illinois
$256K +$40.2K +148 +19%
PW
1271
PUREfi Wealth
Massachusetts
$254K +$4.62K +17 +2%
RCG
1272
Regatta Capital Group
California
$254K -$33.1K -122 -12%
RCM
1273
Radnor Capital Management
Pennsylvania
$253K – – –
PFM
1274
Patton Fund Management
Texas
$253K – – –
IWM
1275
Iams Wealth Management
Nebraska
$252K +$250K +921 New