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Name Holding Trade Value Shares
Change
Change in
Stake
EVM
801
Evelyn V. Moreno
$259K
SOW
802
State of Wyoming
Wyoming
$259K -$184K -4,016 -43%
GKWIM
803
Gerber Kawasaki Wealth & Investment Management
California
$256K -$9.96K -218 -4%
CRC
804
Curi RMB Capital
Illinois
$256K
GCP
805
GSA Capital Partners
United Kingdom
$256K +$237K +5,177 New
CSWM
806
Cassady Schiller Wealth Management
Ohio
$255K
BTI
807
Blue Trust Inc
Georgia
$255K +$37.2K +813 +17%
LWM
808
Liberty Wealth Management
California
$255K +$236K +5,159 New
SWM
809
Seed Wealth Management
Illinois
$254K
PP
810
PDS Planning
Ohio
$254K +$235K +5,140 New
RA
811
RFG Advisory
Alabama
$254K -$36.8K -805 -14%
HH
812
Hilltop Holdings
Texas
$253K
PWMG
813
Prestige Wealth Management Group
New Jersey
$252K +$180K +3,927 +335%
RPGK
814
Retirement Planning Group (Kansas)
Kansas
$252K +$1.83K +40 +0.8%
SSWM
815
Strait & Sound Wealth Management
California
$251K
LA
816
Lane & Associates
New Jersey
$251K +$232K +5,075 New
VT
817
Vise Technologies
New York
$250K +$232K +5,066 New
WWC
818
Waypoint Wealth Counsel
Georgia
$250K +$4.25K +93 +2%
SWA
819
Strata Wealth Advisors
Texas
$247K
TC
820
TownSquare Capital
Utah
$247K -$640 -14 -0.3%
ACG
821
Allen Capital Group
Nebraska
$247K +$228K +4,995 New
DWM
822
Dakota Wealth Management
Florida
$244K +$226K +4,951 New
NL
823
NWAM LLC
Washington
$242K -$73.1K -1,600 -25%
PFPT
824
Pinnacle Financial Partners (Tennessee)
Tennessee
$242K -$4.11K -90 -2%
TPW
825
Transatlantique Private Wealth
New York
$242K +$2.74K +60 +1%