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Name Holding Trade Value Shares
Change
Change in
Stake
WFC
1651
Western Financial Corp
California
$1.25M +$1.09M +4,243 New
IPW
1652
Intergy Private Wealth
Colorado
$1.25M -$130K -506 -11%
GTAM
1653
Global Trust Asset Management
Florida
$1.25M +$441K +1,711 +68%
SFS
1654
Strategic Financial Services
New York
$1.25M +$11.9K +46 +1%
DHC
1655
Drum Hill Capital
Connecticut
$1.25M – – –
LI
1656
LRI Investments
Florida
$1.25M -$60K -233 -5%
EFG
1657
Ethos Financial Group
Pennsylvania
$1.25M +$450K +1,747 +70%
PWM
1658
Palacios Wealth Management
Florida
$1.25M -$72.4K -281 -6%
CFD
1659
Creative Financial Designs
Indiana
$1.25M +$156K +605 +17%
AC
1660
AlpenGlobal Capital
California
$1.25M +$1.09M +4,225 New
WC
1661
Westerkirk Capital
$1.24M +$1.09M +4,222 New
DF Dent & Co
1662
DF Dent & Co
Maryland
$1.24M +$109K +425 +11%
FHWM
1663
Fox Hill Wealth Management
Massachusetts
$1.24M -$37.4K -145 -3%
DWA
1664
Delos Wealth Advisors
Texas
$1.24M – – –
AP
1665
Atwood & Palmer
Missouri
$1.24M +$13.1K +51 +1%
BWP
1666
BSW Wealth Partners
Colorado
$1.23M +$1.08M +4,177 New
BP
1667
BBR Partners
New York
$1.23M -$2.32K -9 -0.2%
CIG
1668
Cullen Investment Group
Louisiana
$1.23M +$44.3K +172 +4%
WRPWM
1669
Werba Rubin Papier Wealth Management
California
$1.22M +$78.6K +305 +8%
RIM
1670
Reliant Investment Management
Tennessee
$1.22M +$63.1K +245 +6%
ABWM
1671
Alpine Bank Wealth Management
Colorado
$1.22M +$10.8K +42 +1%
OW
1672
Olistico Wealth
Oklahoma
$1.22M +$18K +70 +2%
GFA
1673
Gallagher Fiduciary Advisors
Illinois
$1.22M +$81.2K +315 +8%
PFW
1674
Petros Family Wealth
Minnesota
$1.22M -$35.6K -138 -3%
WA
1675
Waddell & Associates
Tennessee
$1.22M +$8.24K +32 +0.8%