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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
526
Spire Wealth Management
Virginia
$263K +$19.3K +270 +8%
RI
527
Ridgewood Investments
New Jersey
$262K +$248K +3,473 New
VHAM
528
Van Hulzen Asset Management
California
$259K -$29.2K -410 -11%
SWM
529
Seed Wealth Management
Illinois
$259K – – –
HCM
530
Hollencrest Capital Management
California
$259K – – –
AWM
531
AE Wealth Management
Kansas
$257K -$23K -322 -9%
MIM
532
Marco Investment Management
Georgia
$257K – – –
SCM
533
Shelton Capital Management
Colorado
$257K – – –
DBFM
534
Dickmeyer Boyce Financial Management
Indiana
$255K +$241K +3,376 New
1WA
535
180 Wealth Advisors
Washington
$254K -$4.71K -66 -2%
LA
536
LexAurum Advisors
Kansas
$253K +$239K +3,354 New
CP
537
CenterBook Partners
Connecticut
$253K +$239K +3,350 New
SWP
538
Stratos Wealth Partners
Ohio
$251K +$237K +3,330 New
FWTB
539
First Western Trust Bank
Colorado
$249K +$2.14K +30 +0.9%
PWM
540
Perigon Wealth Management
California
$249K +$856 +12 +0.4%
MEAC
541
M.E. Allison & Co
Texas
$246K – – –
BAM
542
Blueshift Asset Management
New Jersey
$245K +$232K +3,250 New
RBWA
543
RFG - Bristol Wealth Advisors
Massachusetts
$244K +$231K +3,240 New
WW
544
Wright Wealth
Georgia
$243K +$229K +3,216 New
NL
545
NWAM LLC
Washington
$240K – – –
OAM
546
Oppenheimer Asset Management
New York
$240K -$130K -1,823 -36%
ASN
547
Advisory Services Network
Georgia
$238K +$225K +3,158 New
BAM
548
BCV Asset Management
$237K +$224K +3,148 New
CIA
549
Concurrent Investment Advisors
Florida
$236K +$223K +3,128 New
FHC
550
First Horizon Corporation
Tennessee
$234K – – –