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Name Holding Trade Value Shares
Change
Change in
Stake
SCI
1326
Stableford Capital II
Arizona
$315K -$12.5K -149 -4%
MWA
1327
Martel Wealth Advisors
Washington
$315K -$18.3K -218 -5%
LWAC
1328
Laurel Wealth Advisors (California)
California
$314K +$1.6K +19 +0.5%
HCM
1329
Howland Capital Management
Massachusetts
$314K +$315K +3,743 New
TA
1330
TMD & Associates
Arizona
$313K – – –
AssetMark Inc
1331
AssetMark Inc
California
$311K +$28.7K +341 +10%
WP
1332
WMS Partners
Maryland
$311K +$312K +3,710 New
RCM
1333
RNC Capital Management
California
$310K +$29.5K +350 +10%
WSTAM
1334
Wilbanks Smith & Thomas Asset Management
Virginia
$310K +$77.3K +919 +33%
WA
1335
Wealth Architects
California
$309K -$926 -11 -0.3%
PWPS
1336
Pinnacle Wealth Planning Services
Ohio
$309K +$38.4K +456 +14%
MWPCG
1337
Measured Wealth Private Client Group
New Hampshire
$308K -$82.7K -983 -21%
CFGS
1338
Concourse Financial Group Securities
Alabama
$308K +$67.6K +803 +28%
WA
1339
Waverly Advisors
Alabama
$307K +$33.7K +400 +12%
GLI
1340
Guardian Life Insurance
New York
$306K +$1.43K +17 +0.5%
SXL
1341
Summit X LLC
Missouri
$303K -$9.26K -110 -3%
NAS
1342
Nicolet Advisory Services
Wisconsin
$302K – – –
DC
1343
DeDora Capital
California
$302K +$29.5K +351 +11%
Vanguard Capital Wealth Advisors
1344
Vanguard Capital Wealth Advisors
Colorado
$302K +$303K +3,600 New
SA
1345
Strategic Advisors
New York
$301K +$30.8K +366 +11%
MPWT
1346
MassMutual Private Wealth & Trust
Connecticut
$296K +$19.8K +235 +7%
LB
1347
Legacy Bridge
Iowa
$294K +$295K +3,500 New
CWM
1348
Connecticut Wealth Management
Connecticut
$293K +$8.84K +105 +3%
CWM
1349
Centric Wealth Management
Illinois
$293K +$12.6K +150 +4%
PHAM
1350
Palisades Hudson Asset Management
Florida
$288K – – –