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Name Holding Trade Value Shares
Change
Change in
Stake
QWM
426
Quadcap Wealth Management
Texas
$247K +$276K +1,180 New
WTC
427
WhitTier Trust Company
Nevada
$245K +$153K +655 +128%
BAM
428
Blueshift Asset Management
New Jersey
$244K -$429K -1,838 -61%
AWA
429
Arkadios Wealth Advisors
Georgia
$244K -$30.6K -131 -10%
NG
430
Norden Group
Utah
$243K -$110K -469 -29%
FRM
431
Fox Run Management
Connecticut
$242K +$269K +1,152 New
PIM
432
Penobscot Investment Management
Massachusetts
$241K -$14K -60 -5%
HR
433
Hardy Reed
Mississippi
$240K – – –
IFWM
434
Institute for Wealth Management
Colorado
$240K +$267K +1,144 New
ACM
435
Alta Capital Management
Utah
$240K -$20.8M -88,977 -99%
Northwestern Mutual Wealth Management
436
Northwestern Mutual Wealth Management
Wisconsin
$235K -$38.8K -166 -13%
JFG
437
Jefferies Financial Group
New York
$232K -$263K -1,128 -50%
WAP
438
Wealthcare Advisory Partners
Pennsylvania
$230K -$971K -4,159 -79%
TCA
439
Transcend Capital Advisors
New Jersey
$229K +$255K +1,091 New
AWS
440
Atria Wealth Solutions
New York
$225K -$281K -1,205 -53%
FNBOH
441
First National Bank of Hutchinson
Kansas
$225K – – –
JGC
442
J. Goldman & Co
New York
$225K +$250K +1,072 New
MWM
443
Mission Wealth Management
California
$223K -$3.74K -16 -1%
NW
444
NewEdge Wealth
Pennsylvania
$223K +$248K +1,063 New
PWMAG
445
Pinnacle Wealth Management Advisory Group
New Jersey
$222K – – –
CAG
446
Cypress Advisory Group
Arizona
$215K +$240K +1,027 New
KPWS
447
Kestra Private Wealth Services
Texas
$215K -$370K -1,586 -61%
DC
448
Davenport & Co
Virginia
$214K +$238K +1,021 New
FCM
449
Farallon Capital Management
California
$210K -$51.3M -219,800 -100%
BFS
450
Bradley Foster & Sargent
Connecticut
$210K – – –