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Name Holding Trade Value Shares
Change
Change in
Stake
WG
1076
Wealth Group
North Carolina
$768K +$22.9K +156 +3%
TIM
1077
Tevis Investment Management
Texas
$766K – – –
Axxcess Wealth Management
1078
Axxcess Wealth Management
California
$766K +$273K +1,859 +55%
DSC
1079
Duncker Streett & Co
Missouri
$766K +$294 +2 +0%
FWTB
1080
First Western Trust Bank
Colorado
$765K – – –
CAM
1081
Cozad Asset Management
Illinois
$764K +$241K +1,642 +46%
FP
1082
Fiduciary Planning
Florida
$764K – – –
MGWM
1083
Marks Group Wealth Management
Minnesota
$763K – – –
MEG
1084
Millstone Evans Group
Colorado
$762K – – –
PP
1085
PDS Planning
Ohio
$762K +$50K +340 +7%
Robertson Stephens Wealth Management
1086
Robertson Stephens Wealth Management
California
$756K -$61.3K -417 -7%
PMSA
1087
Patrick M. Sweeney & Associates
Illinois
$756K -$2.2K -15 -0.3%
FZCM
1088
Flynn Zito Capital Management
New York
$754K -$33.1K -225 -4%
Plancorp LLC
1089
Plancorp LLC
Missouri
$750K +$27.2K +185 +4%
AGP
1090
Autumn Glory Partners
Texas
$750K +$147 +1 +0%
PFBT
1091
Parkside Financial Bank & Trust
Missouri
$748K -$8.67K -59 -1%
Chicago Capital
1092
Chicago Capital
Illinois
$747K – – –
PP
1093
Pacifica Partners
Canada
$746K – – –
SCA
1094
St. Clair Advisors
Ohio
$746K – – –
RC
1095
Roundview Capital
New Jersey
$745K – – –
NHT
1096
New Hampshire Trust
New Hampshire
$743K +$882 +6 +0.1%
PPWP
1097
Premier Path Wealth Partners
New Jersey
$741K +$8.81K +60 +1%
TT
1098
TI-Trust
Illinois
$741K – – –
MassMutual Private Wealth & Trust
1099
MassMutual Private Wealth & Trust
Connecticut
$741K +$136K +926 +22%
Vaughan David Investments
1100
Vaughan David Investments
Illinois
$737K +$4.7K +32 +0.6%