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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
1076
TCI Wealth Advisors
Arizona
$262K +$24.7K +55 +11%
CAM
1077
Close Asset Management
United Kingdom
$261K -$11.2K -25 -4%
TWP
1078
Tyche Wealth Partners
Texas
$260K +$449 +1 +0.2%
KNW
1079
Kesler Norman & Wride
Utah
$257K -$80.8K -180 -24%
MWM
1080
Modern Wealth Management
Kansas
$257K +$255K +568 New
BB
1081
Busey Bank
Illinois
$255K – – –
RCA
1082
Resonant Capital Advisors
Wisconsin
$255K +$253K +563 New
KA
1083
Klingman & Associates
New York
$254K +$15.3K +34 +6%
AAM
1084
Ackerman Asset Management
Maryland
$253K – – –
VCM
1085
Versant Capital Management
Arizona
$252K +$6.29K +14 +3%
CFO
1086
Cambient Family Office
Michigan
$252K +$250K +556 New
MPWT
1087
MassMutual Private Wealth & Trust
Connecticut
$251K -$3.59K -8 -1%
EL
1088
EWA LLC
Pennsylvania
$250K -$13.5K -30 -5%
MCM
1089
Manchester Capital Management
Vermont
$250K -$3.59K -8 -1%
TWM
1090
TRB Wealth Management
Texas
$249K – – –
FWI
1091
Facet Wealth Inc
Maryland
$248K +$246K +548 New
FC
1092
Financial Consulate
Maryland
$248K -$13.9K -31 -5%
PCP
1093
Panoramic Capital Partners
Oregon
$248K -$898 -2 -0.4%
FM
1094
Family Management
New York
$248K -$449 -1 -0.2%
SPC
1095
Sigma Planning Corp
Michigan
$247K +$4.94K +11 +2%
HR
1096
Howe & Rusling
New York
$246K -$4.04K -9 -2%
PWP
1097
Principle Wealth Partners
Connecticut
$245K – – –
WF
1098
Wayfinding Financial
Washington
$244K +$18K +40 +8%
CWM
1099
CMH Wealth Management
New Hampshire
$243K +$1.35K +3 +0.6%
GLA
1100
Great Lakes Advisors
Illinois
$241K +$898 +2 +0.4%