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Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
776
Patriot Investment Management Group
Tennessee
$737K
CPW
777
Crestmont Private Wealth
Texas
$734K +$47.3K +100 +6%
EGM
778
Engineers Gate Manager
New York
$727K +$788K +1,666 New
SVWAG
779
Sound View Wealth Advisors Group
Georgia
$726K -$29.8K -63 -4%
WIA
780
World Investment Advisors
California
$721K -$38.8K -82 -5%
AssetMark Inc
781
AssetMark Inc
California
$717K -$180K -381 -19%
CRC
782
Curi RMB Capital
Illinois
$717K +$1.42K +3 +0.2%
DTC
783
Davidson Trust Company
Washington
$716K
MOS
784
MGO One Seven
Ohio
$715K -$171K -361 -18%
SAI
785
Savvy Advisors Inc
New York
$713K +$220K +466 +40%
MWM
786
MOKAN Wealth Management
Kansas
$703K -$547K -1,157 -42%
FFO
787
Fiduciary Family Office
Florida
$698K +$90.4K +191 +14%
ATS
788
Ashton Thomas Securities
New York
$697K +$10.4K +22 +1%
LWA
789
Lineweaver Wealth Advisors
Ohio
$693K -$6.62K -14 -0.9%
CRWM
790
Castle Rock Wealth Management
California
$685K
Lord, Abbett & Co
791
Lord, Abbett & Co
New Jersey
$683K -$359K -759 -33%
SFS
792
Sowell Financial Services
Arkansas
$682K +$2.84K +6 +0.4%
WG
793
Wellington Group
Indiana
$677K +$64.8K +137 +10%
AC
794
Addison Capital
Pennsylvania
$676K +$733K +1,550 New
HFO
795
Heritage Family Offices
Arizona
$675K -$367K -775 -33%
FA
796
Fiduciary Alliance
South Carolina
$673K -$5.05M -10,685 -88%
BWM
797
BAM Wealth Management
Colorado
$666K -$79K -167 -10%
ATC
798
Argent Trust Co
Tennessee
$665K -$2.84K -6 -0.4%
PCS
799
Personal CFO Solutions
New Jersey
$664K -$36.9K -78 -5%
BCWM
800
Bartlett & Co Wealth Management
Ohio
$657K -$946 -2 -0.1%