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Name Holding Trade Value Shares
Change
Change in
Stake
GPWM
451
Grant Private Wealth Management
California
$404K +$343K +785 New
RCM
452
Requisite Capital Management
Texas
$403K +$342K +783 New
Rockefeller Capital Management
453
Rockefeller Capital Management
New York
$398K +$338K +775 New
PFM
454
Premier Fund Managers
United Kingdom
$398K -$240K -550 -41%
EW
455
Evoke Wealth
California
$398K +$338K +774 New
KRW
456
Kaufman Rossin Wealth
Florida
$395K +$336K +769 New
SWGC
457
Summit Wealth Group (Colorado)
Colorado
$394K +$711K +1,629 New
PFBT
458
Parkside Financial Bank & Trust
Missouri
$394K -$15.3K -35 -4%
PPW
459
Parcion Private Wealth
Washington
$392K +$333K +763 New
BWM
460
Baron Wealth Management
Michigan
$392K
HAS
461
HBW Advisory Services
California
$387K -$46.3K -106 -12%
KAS
462
Kestra Advisory Services
Texas
$387K -$12.2K -28 -4%
GI
463
GAMMA Investing
California
$384K +$98.7K +226 +43%
SIC
464
Salem Investment Counselors
North Carolina
$383K
Jones Financial Companies
465
Jones Financial Companies
Missouri
$382K +$14.8K +34 +5%
Kovitz Investment Group Partners
466
Kovitz Investment Group Partners
Illinois
$382K +$324K +743 New
CAM
467
Claret Asset Management
Quebec, Canada
$379K -$4.8K -11 -1%
FTWA
468
Fifth Third Wealth Advisors
Ohio
$379K +$8.29K +19 +3%
MOS
469
MGO One Seven
Ohio
$379K +$23.6K +54 +8%
FCG
470
Fielder Capital Group
Tennessee
$376K +$39.3K +90 +14%
ECM
471
Evergreen Capital Management
Washington
$368K +$312K +715 New
VCM
472
Voleon Capital Management
California
$368K +$312K +715 New
Nisa Investment Advisors
473
Nisa Investment Advisors
Missouri
$349K
AWM
474
Axxcess Wealth Management
California
$346K +$294K +673 New
BMWM
475
Brown Miller Wealth Management
Virginia
$346K +$294K +673 New