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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1451
Keudell/Morrison Wealth Management
Oregon
$898K +$1.74K +10 +0.2%
CCG
1452
Coastwise Capital Group
California
$897K -$134K -771 -13%
Koshinski Asset Management
1453
Koshinski Asset Management
Illinois
$895K -$45.7K -263 -5%
CHJWM
1454
Carlton Hofferkamp & Jenks Wealth Management
Texas
$895K
SIA
1455
SeaBridge Investment Advisors
New Jersey
$894K -$2.11M -12,158 -70%
GAG
1456
GM Advisory Group
New York
$892K -$521 -3 -0.1%
WMA
1457
Wealth Management Associates
New Jersey
$891K
SCM
1458
SOL Capital Management
Maryland
$890K -$43.4K -250 -5%
AA
1459
Addison Advisors
Vermont
$888K +$34.6K +199 +4%
AWM
1460
Accurate Wealth Management
Florida
$888K -$43.8K -252 -5%
VAG
1461
VisionPoint Advisory Group
Texas
$884K -$57.2K -329 -6%
AWA
1462
Acorn Wealth Advisors
Michigan
$883K -$43.6K -251 -5%
RA
1463
Ransom Advisory
Rhode Island
$878K -$32.8K -189 -4%
CFA
1464
Capstone Financial Advisors
Illinois
$876K +$869 +5 +0.1%
TA
1465
TrueWealth Advisors
Alabama
$874K +$38.4K +221 +5%
EWM
1466
EPG Wealth Management
Georgia
$872K -$854K -4,917 Closed
CTC (Chicago Trading Company)
1467
CTC (Chicago Trading Company)
Illinois
$871K +$876K +5,039 New
9WM
1468
9258 Wealth Management
Ohio
$869K -$22.2K -128 -2%
TCOTS
1469
Trust Company of the South
North Carolina
$865K
CMANY
1470
Capital Management Associates (New York)
New York
$865K
PWM
1471
Prentice Wealth Management
New York
$864K
CL
1472
COWA LLC
Oklahoma
$861K -$139K -800 -14%
PIA
1473
Perennial Investment Advisors
California
$861K +$78K +449 +10%
OA
1474
Oxbow Advisors
Texas
$860K -$8.51K -49 -1%
SPA
1475
Sherbrooke Park Advisers
New York
$859K +$863K +4,966 New