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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
326
Perigon Wealth Management
California
$269K -$5.74K -105 -2%
WRPWM
327
Werba Rubin Papier Wealth Management
California
$264K -$94.6K -1,730 -27%
CWM
328
Cornerstone Wealth Management
Missouri
$264K -$16.6K -304 -6%
FLPIM
329
F.L. Putnam Investment Management
Massachusetts
$264K -$3.23K -59 -1%
SIAG
330
Safeguard Investment Advisory Group
California
$262K -$9.13K -167 -4%
TPI
331
Trust Point Inc
Wisconsin
$256K -$3.77K -69 -2%
SCTC
332
Sanibel Captiva Trust Company
Florida
$254K +$242K +4,424 New
S
333
Sunpointe
Missouri
$252K
TYCC
334
Texas Yale Capital Corp
Florida
$250K
NRC
335
New Republic Capital
North Carolina
$250K -$28.3K -517 -11%
First Manhattan
336
First Manhattan
New York
$237K +$219K +4,009 New
SMA
337
Sage Mountain Advisors
Georgia
$237K +$547 +10 +0.2%
WA
338
WealthTrust Axiom
Pennsylvania
$234K
CC
339
Centiva Capital
New York
$230K +$219K +4,013 New
GFP
340
Gryphon Financial Partners
Ohio
$230K +$219K +4,005 New
KBFS
341
Kohmann Bosshard Financial Services
Ohio
$230K +$5.47K +100 +3%
WC
342
Weil Company
California
$230K +$219K +4,000 New
TCWM
343
Total Clarity Wealth Management
Illinois
$229K
KPWS
344
Kestra Private Wealth Services
Texas
$229K +$218K +3,989 New
TIAA Trust, National Association
345
TIAA Trust, National Association
North Carolina
$227K -$16K -292 -7%
FCBT
346
First Citizens Bank & Trust
North Carolina
$224K +$214K +3,907 New
DOA
347
D'Orazio & Associates
Virginia
$224K +$213K +3,896 New
FPAS
348
Focus Partners Advisor Solutions
Missouri
$221K +$211K +3,854 New
EWA
349
EverSource Wealth Advisors
Alabama
$220K +$74.4K +1,361 +55%
WGCA
350
Wolf Group Capital Advisors
Virginia
$219K +$208K +3,812 New