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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
801
Western Wealth Management
Colorado
$264K +$28.1K +1,236 +11%
WFA
802
Wellspring Financial Advisors
Ohio
$264K +$287K +12,635 New
WMA
803
West Michigan Advisors
Michigan
$264K +$287K +12,597 New
MIM
804
Morningstar Investment Management
Illinois
$263K +$40.6K +1,783 +17%
HCM
805
Howard Capital Management
Georgia
$263K +$54.7K +2,404 +24%
NG
806
Northstar Group
New York
$262K -$36.8K -1,618 -11%
DLCIG
807
D.L. Carlson Investment Group
New Hampshire
$261K -$7.57K -333 -3%
SFS
808
Sowell Financial Services
Arkansas
$260K -$10.3K -452 -4%
BS
809
Banco Santander
Spain
$259K
MCC
810
Malaga Cove Capital
California
$258K +$6.82K +300 +2%
MG
811
Mather Group
Illinois
$258K -$32.9K -1,446 -11%
Fayez Sarofim & Co
812
Fayez Sarofim & Co
Texas
$258K
CCIA
813
Campbell & Co Investment Adviser
Maryland
$254K +$277K +12,159 New
CGL
814
Clarius Group LLC
Washington
$254K +$70.3K +3,090 +34%
A
815
AlphaQuest
New York
$253K +$202K +8,872 +276%
CWG
816
Cornerstone Wealth Group
North Carolina
$253K +$7.37K +324 +3%
RFC
817
Regions Financial Corp
Alabama
$252K -$4.53K -199 -2%
EI
818
Ellevest Inc
New York
$251K +$273K +12,008 New
PTC
819
Private Trust Company
Ohio
$251K +$117K +5,158 +76%
GVAG
820
Great Valley Advisor Group
Delaware
$251K -$7.42K -326 -3%
CIA
821
Capital Investment Advisors
Georgia
$250K -$29.4K -1,293 -10%
TWM
822
Tradition Wealth Management
Minnesota
$250K -$25.4K -1,118 -9%
PPC
823
Park Place Capital
Alabama
$247K -$660 -29 -0.2%
MPM
824
MBB Public Markets
Illinois
$243K -$58.8K -2,584 -18%
MA
825
Montag & Associates
Georgia
$243K -$67K -2,946 -20%