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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1301
Raffa Wealth Management
District of Columbia
$123K -$59.4K -900 -33%
WWM
1302
Willingdon Wealth Management
North Carolina
$119K +$2.64K +40 +2%
HCM
1303
Highlander Capital Management
New Jersey
$115K
APSP
1304
Asset Planning Services (Pennsylvania)
Pennsylvania
$115K +$462 +7 +0.4%
HT
1305
Heritage Trust
Oklahoma
$110K -$3.37K -51 -3%
PGWM
1306
Parisi Gray Wealth Management
New Jersey
$103K
GEA
1307
Glen Eagle Advisors
New Jersey
$102K
SWM
1308
SeaCrest Wealth Management
New York
$100K -$35.1K -532 -26%
BDWM
1309
Brewin Dolphin Wealth Management
Ireland
$93K -$23K -348 -20%
WWMSC
1310
Wagner Wealth Management (South Carolina)
South Carolina
$93K -$13.5K -205 -13%
BC
1311
Blackhill Capital
New Jersey
$93K
PO
1312
Private Ocean
California
$91K -$4.29K -65 -4%
SQA
1313
Simon Quick Advisors
New Jersey
$90K +$14.8K +225 +20%
BRC
1314
Bell Rock Capital
Delaware
$87K +$132 +2 +0.2%
SCM
1315
Silvant Capital Management
Georgia
$85K +$84.3K +1,278 New
KA
1316
Kaizen Advisory
Illinois
$84K
Lazard Asset Management
1317
Lazard Asset Management
New York
$82K -$3.57M -54,082 -98%
WDL
1318
Well Done LLC
Michigan
$82K +$81K +1,228 New
EMG
1319
ETF Managers Group
New Jersey
$81K +$10.4K +158 +14%
DWM
1320
Destination Wealth Management
California
$81K +$80.2K +1,216 New
TC
1321
Trust Company
Kansas
$79K -$18.8K -285 -19%
ACM
1322
AUA Capital Management
Pennsylvania
$79K
GSC
1323
G&S Capital
Colorado
$72K -$46.1K -699 -39%
FWM
1324
Focused Wealth Management
New York
$70K +$66 +1 +0.1%
PCM
1325
Poehling Capital Management
Wisconsin
$70K +$13.2K +200 +24%