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Name Holding Trade Value Shares
Change
Change in
Stake
LHWM
726
Lake Hills Wealth Management
Texas
$852K +$866K +3,826 New
BW
727
BIP Wealth
Georgia
$852K +$866K +3,826 New
WC
728
Waterloo Capital
Texas
$843K -$153K -676 -15%
AMG
729
Advisors Management Group
Wisconsin
$841K -$9.96K -44 -1%
BC
730
Bridgefront Capital
Texas
$837K +$851K +3,758 New
NAAA
731
New Age Alpha Advisors
New York
$836K +$850K +3,754 New
PP
732
Prudential plc
United Kingdom
$835K – – –
O
733
Ossiam
France
$829K +$842K +3,721 New
GRP
734
Global Retirement Partners
California
$826K +$839K +3,707 New
SFS
735
Stiles Financial Services
Minnesota
$819K +$1.36K +6 +0.2%
MPPW
736
Mitchell & Pahl Private Wealth
Oklahoma
$819K – – –
JAG
737
Journey Advisory Group
Kentucky
$818K -$5.43K -24 -0.6%
WJWM
738
Williams Jones Wealth Management
New York
$815K +$24.2K +107 +3%
HGA
739
Hobbs Group Advisors
South Carolina
$815K +$12.7K +56 +2%
MYIA
740
Mount Yale Investment Advisors
Colorado
$814K +$211K +931 +34%
SPC
741
Spirepoint Private Client
Florida
$809K – – –
NCM
742
Nelson Capital Management
California
$809K – – –
GIA
743
Gateway Investment Advisers
Ohio
$805K +$259K +1,145 +46%
TCOV
744
Trust Company of Vermont
Vermont
$799K +$812K +3,586 New
WG
745
Winton Group
United Kingdom
$789K -$7.76M -34,308 -91%
CTA
746
Clear Trail Advisors
Texas
$781K – – –
MMG
747
Monetary Management Group
Missouri
$780K – – –
PA
748
Prairie Advisory
Kansas
$780K +$792K +3,500 New
AWC
749
Adamsbrown Wealth Consultants
Kansas
$779K +$453 +2 +0.1%
TCM
750
Twin Capital Management
Pennsylvania
$779K – – –