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Name Holding Trade Value Shares
Change
Change in
Stake
NMG
701
New Millennium Group
Utah
$219K +$171K +2,896 +658%
PWP
702
Phillips Wealth Planners
Mississippi
$219K +$192K +3,262 New
SW
703
SteelPeak Wealth
California
$219K +$196K +3,328 New
IA
704
IFP Advisors
Florida
$218K -$16.4K -278 -8%
MC
705
Mathes Company
New York
$217K +$194K +3,300 New
ECM
706
Evergreen Capital Management
Washington
$216K +$194K +3,290 New
EWA
707
Exencial Wealth Advisors
Oklahoma
$215K +$193K +3,272 New
CPRC
708
Consolidated Portfolio Review Corp
New York
$214K +$192K +3,254 New
WWM
709
Western Wealth Management
Colorado
$214K +$192K +3,252 New
FHA
710
First Horizon Advisors
Tennessee
$214K +$354 +6 +0.2%
CGL
711
Clarius Group LLC
Washington
$213K +$191K +3,240 New
FFM
712
Forum Financial Management
Illinois
$212K +$190K +3,224 New
FCH
713
Freestone Capital Holdings
Washington
$212K +$190K +3,220 New
William Blair Investment Management
714
William Blair Investment Management
Illinois
$211K -$50K -848 -21%
BCWM
715
Bartlett & Co Wealth Management
Ohio
$211K
ATPW
716
Ashton Thomas Private Wealth
Arizona
$208K
GIA
717
Gateway Investment Advisers
Ohio
$208K +$186K +3,156 New
AIA
718
Affinity Investment Advisors
California
$206K +$185K +3,134 New
SC
719
Syon Capital
California
$204K +$183K +3,098 New
WG
720
Wealth Group
North Carolina
$203K +$182K +3,086 New
TYCC
721
Texas Yale Capital Corp
Florida
$203K +$182K +3,080 New
BWM
722
Brophy Wealth Management
New Hampshire
$202K +$181K +3,070 New
PTC
723
Philadelphia Trust Company
Pennsylvania
$202K +$181K +3,066 New
FFB
724
First Financial Bankshares
Texas
$200K +$179K +3,040 New
GWM
725
Geneos Wealth Management
Colorado
$195K +$173K +2,940 +10,500%