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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
876
Western Wealth Management
Colorado
$2.62M -$113K -585 -3%
RBWA
877
RFG - Bristol Wealth Advisors
Massachusetts
$2.61M -$569K -2,950 -15%
HWA
878
HCR Wealth Advisors
California
$2.6M +$96.4K +500 +3%
LFP
879
Leeward Financial Partners
Washington
$2.6M +$79K +410 +3%
CWM
880
Circle Wealth Management
New Jersey
$2.6M +$545K +2,825 +21%
CA
881
Clearstead Advisors
Ohio
$2.58M +$48.2K +250 +2%
PCA
882
Pallas Capital Advisors
Massachusetts
$2.57M +$1.14M +5,940 +58%
LA
883
Legacy Advisors
Pennsylvania
$2.56M +$54K +280 +2%
IFWM
884
Institute for Wealth Management
Colorado
$2.54M +$550K +2,855 +22%
BFS
885
Bradley Foster & Sargent
Connecticut
$2.54M +$51.1K +265 +2%
AWA
886
Alta Wealth Advisors
Massachusetts
$2.53M -$64.6K -335 -2%
SIA
887
Schechter Investment Advisors
Michigan
$2.5M -$830K -4,305 -22%
GCC
888
Guardian Capital (Canada)
Ontario, Canada
$2.49M +$390K +2,025 +15%
Financial Engines Advisors
889
Financial Engines Advisors
California
$2.49M -$19.3K -100 -0.6%
PI
890
PGGM Investments
Netherlands
$2.48M
SAM
891
Smartleaf Asset Management
Massachusetts
$2.46M -$46.3K -240 -2%
SFM
892
Signet Financial Management
New Jersey
$2.45M +$76.1K +395 +3%
BWG
893
Boomfish Wealth Group
Georgia
$2.44M +$54.9K +285 +2%
BAM
894
Beaumont Asset Management
Texas
$2.44M -$923K -4,790 -24%
PA
895
Pinnacle Associates
New York
$2.44M +$54K +280 +2%
Capstone Investment Advisors
896
Capstone Investment Advisors
New York
$2.43M +$2.94M +15,250 New
BC
897
Burney Company
Virginia
$2.42M -$5.78M -29,975 -66%
OFS
898
OMC Financial Services
New York
$2.41M -$4.82K -25 -0.2%
HI
899
Hoey Investments
Pennsylvania
$2.4M -$1.12M -5,835 -28%
LW
900
Linscomb Wealth
Texas
$2.38M +$330K +1,710 +13%