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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1401
Sompo Asset Management
Japan
$799K -$81.5K -230 -8%
PWMG
1402
Prestige Wealth Management Group
New Jersey
$797K +$33.7K +95 +4%
TCM
1403
Thoma Capital Management
Maryland
$789K -$31.2K -88 -3%
PWA
1404
Pitcairn Wealth Advisors
Pennsylvania
$789K +$877K +2,476 New
MCA
1405
MSH Capital Advisors
Arizona
$787K +$23.4K +66 +3%
GSWM
1406
Golden State Wealth Management
California
$785K +$8.15K +23 +0.9%
TWM
1407
Tradition Wealth Management
Minnesota
$783K -$101K -284 -10%
LI
1408
Lafayette Investments
Maryland
$782K
BCA
1409
Bay Colony Advisors
Massachusetts
$778K -$61.7K -174 -7%
Group One Trading
1410
Group One Trading
Illinois
$775K +$863K +2,434 New
CT
1411
Chicago Trust
Illinois
$769K -$51.4K -145 -6%
WIA
1412
Westbourne Investment Advisors
Maryland
$767K +$97.5K +275 +13%
EWM
1413
Elmwood Wealth Management
California
$766K +$3.19K +9 +0.4%
HC
1414
Hourglass Capital
Texas
$764K
WPA
1415
West Paces Advisors
Georgia
$764K -$24.8K -70 -3%
FF
1416
Formulate Financial
Florida
$761K +$29.8K +84 +4%
TWA
1417
Tandem Wealth Advisors
Arizona
$757K +$167K +470 +25%
RIA
1418
Realta Investment Advisors
Delaware
$756K +$172K +486 +26%
JWA
1419
JFS Wealth Advisors
Pennsylvania
$753K +$14.2K +40 +2%
KP
1420
Keel Point
Alabama
$750K +$44.3K +125 +6%
SWA
1421
Sax Wealth Advisors
New Jersey
$749K -$36.1K -102 -4%
AAM
1422
Aureus Asset Management
Massachusetts
$749K +$22.3K +63 +3%
PWS
1423
Pursuit Wealth Strategies
North Carolina
$746K +$830K +2,343 New
MM
1424
MQS Management
New York
$746K +$311K +877 +60%
CPA
1425
Capital Performance Advisors
California
$746K +$507K +1,430 +157%