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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
701
Monetary Management Group
Missouri
$571K +$75.1K +500 +17%
RMAM
702
Raab & Moskowitz Asset Management
New Jersey
$569K
TCMP
703
Thrive Capital Management (Pennsylvania)
Pennsylvania
$566K
RCWM
704
Royal Capital Wealth Management
Indiana
$566K +$751 +5 +0.1%
GIM
705
Goelzer Investment Management
Indiana
$560K +$516K +3,435 New
EWS
706
Evergreen Wealth Solutions
Pennsylvania
$557K -$67.5K -449 -12%
AWC
707
Adamsbrown Wealth Consultants
Kansas
$546K -$150K -1,001 -23%
BBA
708
Baader Bank Aktiengesellschaft
Germany
$545K +$504K +3,352 New
HPC
709
HM Payson & Co
Maine
$545K +$46.9K +312 +10%
WWMP
710
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$542K +$499K +3,323 New
SAI
711
Systematic Alpha Investments
New Jersey
$542K
KWM
712
Kingsview Wealth Management
Oregon
$539K -$9.32K -62 -2%
MCM
713
Manchester Capital Management
Vermont
$539K -$751 -5 -0.2%
IWM
714
IHT Wealth Management
Illinois
$539K +$9.62K +64 +2%
PG
715
Proffitt & Goodson
Tennessee
$538K -$3.16K -21 -0.6%
PWA
716
Pitcairn Wealth Advisors
Pennsylvania
$537K +$495K +3,295 New
SFI
717
Siemens Fonds Invest
Germany
$534K -$173K -1,153 -26%
MGIA
718
Moneta Group Investment Advisors
Missouri
$532K +$172K +1,143 +54%
BBHC
719
Brown Brothers Harriman & Co
New York
$532K +$123K +819 +34%
GIA
720
Gladstone Institutional Advisory
Florida
$530K +$64.8K +431 +15%
HAG
721
HighPoint Advisor Group
Illinois
$529K +$38.2K +254 +8%
PWMG
722
Prestige Wealth Management Group
New Jersey
$529K +$469K +3,118 +2,735%
MW
723
Marble Wealth
Alabama
$529K +$487K +3,240 New
WG
724
Wealth Group
North Carolina
$527K +$485K +3,230 New
PCS
725
Personal CFO Solutions
New Jersey
$525K +$17.1K +114 +4%