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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1526
Windsor Capital Management
Arizona
$675K +$27.4K +255 +4%
RC
1527
Rovin Capital
Arizona
$674K +$321K +2,990 +93%
GCM
1528
Gladius Capital Management
Illinois
$674K +$29.6K +275 +5%
DFG
1529
Delta Financial Group
New Jersey
$673K +$107 +1 +0%
LOPW
1530
Live Oak Private Wealth
North Carolina
$671K -$537 -5 -0.1%
FMLI
1531
Fukoku Mutual Life Insurance
Japan
$671K
CWS
1532
Confluence Wealth Services
Pennsylvania
$668K +$236K +2,195 +55%
MLA
1533
My Legacy Advisors
Oregon
$661K -$34.5K -321 -5%
SCM
1534
SOL Capital Management
Maryland
$660K +$17.2K +160 +3%
BFPW
1535
BOK Financial Private Wealth
Colorado
$657K +$16.1K +150 +3%
BSHC
1536
Breed's Hill Capital
Massachusetts
$657K +$650K +6,053 New
GWA
1537
GGM Wealth Advisors
Maryland
$656K +$195K +1,815 +40%
SH
1538
SeaTown Holdings
Singapore
$651K +$645K +6,000 New
PWP
1539
Private Wealth Partners
California
$647K +$13.2K +123 +2%
JWM
1540
Jessup Wealth Management
Ohio
$647K +$641K +5,963 New
LF
1541
LifePlan Financial
Minnesota
$646K +$640K +5,954 New
SPL
1542
Smart Portfolios LLC
Washington
$645K +$647K +6,021 New
SVWAG
1543
Sound View Wealth Advisors Group
Georgia
$644K -$131K -1,223 -17%
LBWM
1544
Left Brain Wealth Management
Illinois
$642K -$216K -2,010 -25%
AIC
1545
Archer Investment Corporation
Indiana
$640K -$18.4K -171 -3%
CT
1546
Chicago Trust
Illinois
$640K -$149K -1,387 -19%
TF
1547
Tompkins Financial
New York
$637K +$42.7K +397 +7%
SC
1548
Syon Capital
California
$634K +$138K +1,283 +28%
WI
1549
Wintrust Investments
Illinois
$628K -$55.2K -514 -8%
MAM
1550
Magellan Asset Management
Australia
$627K +$3.55K +33 +0.6%