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Name Holding Trade Value Shares
Change
Change in
Stake
LTAS
1301
Linden Thomas Advisory Services
North Carolina
$404K +$117K +297 +43%
RWM
1302
Rockline Wealth Management
New York
$403K +$387K +981 New
SWM
1303
Segment Wealth Management
Texas
$402K +$386K +980 New
AFG
1304
ABLE Financial Group
Arizona
$401K +$44.6K +113 +13%
HW
1305
Hamilton Wealth
California
$400K -$5.13K -13 -1%
MC
1306
Machina Capital
France
$400K +$384K +974 New
BFW
1307
Brady Family Wealth
Missouri
$400K -$47.7K -121 -11%
TW
1308
Traveka Wealth
California
$397K +$381K +966 New
GWANC
1309
Guardian Wealth Advisors (North Carolina)
North Carolina
$396K +$121K +306 +47%
BCMO
1310
Buckingham Capital Management (Ohio)
Ohio
$392K +$376K +954 New
GPI
1311
General Partner Inc
Pennsylvania
$391K – – –
AWA
1312
Arkadios Wealth Advisors
Georgia
$389K +$105K +265 +39%
NL
1313
NWAM LLC
Washington
$387K -$30.8K -78 -8%
MSAM
1314
Moloney Securities Asset Management
Missouri
$387K -$5.13K -13 -1%
CAG
1315
Crestwood Advisors Group
Massachusetts
$386K +$34.7K +88 +10%
W
1316
Wealthquest
Ohio
$383K – – –
RCG
1317
Regatta Capital Group
California
$382K +$394 +1 +0.1%
RFS
1318
Richardson Financial Services
Massachusetts
$382K +$366K +929 New
SCI
1319
Silver Coast Investments
United States
$382K +$366K +929 New
LA
1320
Latitude Advisors
Florida
$381K +$2.76K +7 +0.8%
NWM
1321
Northcape Wealth Management
New York
$380K -$30.4K -77 -8%
TCOT
1322
Trust Company of Toledo
Ohio
$379K -$24.8K -63 -6%
LA
1323
Legacy Advisors
Pennsylvania
$376K -$115K -291 -24%
GXJ
1324
Global X Japan
Japan
$375K +$360K +913 New
TTWM
1325
TCV Trust & Wealth Management
Virginia
$375K – – –