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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
651
Laird Norton Wetherby Wealth Management
California
$500K +$451K +3,859 New
WC
652
Waterloo Capital
Texas
$500K +$74.8K +640 +20%
AGP
653
Aspire Growth Partners
Florida
$500K -$79.1K -677 -15%
CCM
654
Connective Capital Management
California
$493K +$445K +3,806 New
DC
655
DeDora Capital
California
$490K +$21.2K +181 +5%
AWM
656
AE Wealth Management
Kansas
$488K +$108K +922 +32%
KCP
657
Kera Capital Partners
California
$488K +$49.7K +425 +13%
MI
658
Moneywise Inc
Virginia
$488K +$440K +3,767 New
PP
659
Prudential plc
United Kingdom
$486K
WG
660
Wealth Group
North Carolina
$483K -$64.3K -550 -13%
TCM
661
Twin Capital Management
Pennsylvania
$482K -$3.86K -33 -0.9%
BCM
662
Bayesian Capital Management
New York
$481K -$4.17M -35,687 -91%
PCG
663
PFC Capital Group
California
$474K -$163K -1,398 -28%
EWS
664
Evergreen Wealth Solutions
Pennsylvania
$473K +$15.5K +133 +4%
BAM
665
Blueshift Asset Management
New Jersey
$469K +$192K +1,641 +83%
TCOV
666
Trust Company of Vermont
Vermont
$468K -$1.17K -10 -0.3%
LCM
667
LVM Capital Management
Michigan
$466K +$421K +3,600 New
CCM
668
Coldstream Capital Management
Washington
$466K -$49.7K -425 -11%
IFWM
669
Institute for Wealth Management
Colorado
$459K -$1.64K -14 -0.4%
Fuller & Thaler Asset Management
670
Fuller & Thaler Asset Management
California
$459K +$239K +2,041 +136%
CG
671
Cynosure Group
Utah
$456K +$106K +909 +35%
SWP
672
Stratos Wealth Partners
Ohio
$456K -$10.4K -89 -2%
RMAM
673
Raab & Moskowitz Asset Management
New Jersey
$452K
SCA
674
Stonebridge Capital Advisors
Minnesota
$451K
RCWM
675
Royal Capital Wealth Management
Indiana
$448K +$701 +6 +0.2%