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Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
701
Twelve Points Wealth Management
Massachusetts
$669K -$269K -4,112 -27%
SEP
702
Signature Equity Partners
Ohio
$665K +$696K +10,642 New
GCM
703
Gallacher Capital Management
Colorado
$659K -$23.9K -366 -3%
SB
704
Sunflower Bank
Texas
$659K
PWA
705
Pitcairn Wealth Advisors
Pennsylvania
$658K +$688K +10,524 New
BAM
706
BTS Asset Management
Massachusetts
$649K -$299K -4,569 -31%
PWM
707
Perigon Wealth Management
California
$646K +$30.7K +469 +5%
MWM
708
Mindset Wealth Management
Indiana
$644K +$42.7K +653 +7%
CAM
709
Cidel Asset Management
Ontario, Canada
$643K
SWA
710
Strategies Wealth Advisors
Michigan
$637K +$3.07K +47 +0.5%
AC
711
Apella Capital
Connecticut
$636K -$262 -4 -0%
AG
712
AmeriFlex Group
Nevada
$630K -$659K -10,079 -50%
LD
713
Lipe & Dalton
New York
$625K
MWM
714
Modern Wealth Management
Kansas
$622K +$15.2K +232 +2%
AWS
715
Aspen Wealth Strategies
Colorado
$618K
LRPA
716
L. Roy Papp & Associates
Arizona
$613K
CW
717
CreativeOne Wealth
Kansas
$608K +$2.68K +41 +0.4%
VFA
718
Valeo Financial Advisors
Indiana
$605K -$59.9K -916 -9%
IWM
719
IHT Wealth Management
Illinois
$604K +$64K +979 +11%
SAM
720
Smithbridge Asset Management
Pennsylvania
$604K -$7.72K -118 -1%
TG
721
TCW Group
California
$604K +$632K +9,661 New
JAG
722
Journey Advisory Group
Kentucky
$602K +$338K +5,171 +116%
AFG
723
Atomi Financial Group
New York
$597K -$39.6K -605 -6%
JCM
724
J2 Capital Management
Michigan
$596K -$152K -2,328 -20%
PA
725
Procyon Advisors
Connecticut
$591K -$31.8K -487 -5%