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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Cordatus Wealth Management
Pennsylvania
$937K +$3.98K +47 +0.4%
IAA
252
Independent Advisor Alliance
North Carolina
$899K -$59.5K -703 -6%
RA
253
Rational Advisors
New York
$869K +$62.2K +734 +7%
LCGC
254
Legacy Capital Group California
California
$864K -$162K -1,908 -15%
GSEP
255
Golden State Equity Partners
California
$856K +$468K +5,521 +114%
CCC
256
Chelsea Counsel Company
California
$856K
FOA
257
Five Oceans Advisors
California
$855K
PWPS
258
Pinnacle Wealth Planning Services
Ohio
$849K +$1.69K +20 +0.2%
PWM
259
Perigon Wealth Management
California
$845K +$9.15K +108 +1%
TW
260
Traveka Wealth
California
$834K
William Blair & Company
261
William Blair & Company
Illinois
$812K -$12.4K -146 -1%
DWM
262
Drive Wealth Management
Utah
$790K +$593 +7 +0.1%
SIA
263
SeaBridge Investment Advisors
New Jersey
$781K -$3.81K -45 -0.5%
WFI
264
West Family Investments
California
$780K -$1.15M -13,602 -59%
Deutsche Bank
265
Deutsche Bank
Germany
$776K
PWAM
266
Papamarkou Wellner Asset Management
New York
$771K +$518K +6,122 +190%
WPC
267
Wedmont Private Capital
Pennsylvania
$769K +$21.9K +258 +3%
WCA
268
Westover Capital Advisors
Delaware
$768K +$10.2K +120 +1%
OL
269
Optas LLC
Texas
$767K -$10.8K -127 -1%
Lido Advisors
270
Lido Advisors
California
$764K +$62.1K +733 +9%
CB
271
Commerce Bank
Missouri
$760K +$525K +6,202 +206%
VWM
272
Venturi Wealth Management
Texas
$750K +$316K +3,729 +69%
HWM
273
HighMark Wealth Management
Minnesota
$743K
MFIM
274
Mesirow Financial Investment Management
Illinois
$736K +$19.7K +233 +3%
MWM
275
Mission Wealth Management
California
$730K -$18.6K -220 -2%