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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
801
Watershed Asset Management
California
$260K +$3.89K +85 +2%
BFC
802
Bedel Financial Consulting
Indiana
$260K -$66.3K -1,450 -22%
EVM
803
Evelyn V. Moreno
$259K – – –
SOW
804
State of Wyoming
Wyoming
$259K -$184K -4,016 -43%
GKWIM
805
Gerber Kawasaki Wealth & Investment Management
California
$256K -$9.96K -218 -4%
CRC
806
Curi RMB Capital
Illinois
$256K – – –
GCP
807
GSA Capital Partners
United Kingdom
$256K +$237K +5,177 New
CSWM
808
Cassady Schiller Wealth Management
Ohio
$255K – – –
BTI
809
Blue Trust Inc
Georgia
$255K +$37.2K +813 +17%
LWM
810
Liberty Wealth Management
California
$255K +$236K +5,159 New
SWM
811
Seed Wealth Management
Illinois
$254K – – –
PP
812
PDS Planning
Ohio
$254K +$235K +5,140 New
RA
813
RFG Advisory
Alabama
$254K -$36.8K -805 -14%
HH
814
Hilltop Holdings
Texas
$253K – – –
PWMG
815
Prestige Wealth Management Group
New Jersey
$252K +$180K +3,927 +335%
RPGK
816
Retirement Planning Group (Kansas)
Kansas
$252K +$1.83K +40 +0.8%
SSWM
817
Strait & Sound Wealth Management
California
$251K – – –
LA
818
Lane & Associates
New Jersey
$251K +$232K +5,075 New
VT
819
Vise Technologies
New York
$250K +$232K +5,066 New
WWC
820
Waypoint Wealth Counsel
Georgia
$250K +$4.25K +93 +2%
SWA
821
Strata Wealth Advisors
Texas
$247K – – –
TC
822
TownSquare Capital
Utah
$247K -$640 -14 -0.3%
ACG
823
Allen Capital Group
Nebraska
$247K +$228K +4,995 New
DWM
824
Dakota Wealth Management
Florida
$244K +$226K +4,951 New
NL
825
NWAM LLC
Washington
$242K -$73.1K -1,600 -25%