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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1001
Mission Wealth Management
California
$255K +$16.7K +96 +7%
CSC
1002
Caldwell Sutter Capital
California
$254K -$41K -235 -14%
WPW
1003
Waldron Private Wealth
Pennsylvania
$254K – – –
LA
1004
LVW Advisors
New York
$254K +$262K +1,501 New
AT
1005
Avalon Trust
New Mexico
$254K – – –
HFM
1006
Hartford Financial Management
Connecticut
$254K – – –
MFGM
1007
Marshall Financial Group (Maryland)
Maryland
$253K +$261K +1,499 New
BCM
1008
Boltwood Capital Management
California
$253K +$5.23K +30 +2%
WWM
1009
Whalen Wealth Management
Nevada
$253K -$233K -1,336 -47%
SIG
1010
Sargent Investment Group
Maryland
$253K -$8.54K -49 -3%
PCS
1011
Personal CFO Solutions
New Jersey
$252K -$301K -1,729 -54%
LSA
1012
Leonteq Securities AG
Switzerland
$251K -$27.7K -159 -10%
BWA
1013
Basecamp Wealth Advisors
Washington
$251K – – –
CA
1014
Crewe Advisors
Utah
$251K -$71.6K -411 -22%
RWA
1015
River Wealth Advisors
Pennsylvania
$251K -$16.6K -95 -6%
CTA
1016
Chesley Taft & Associates
Illinois
$251K +$258K +1,483 New
AWM
1017
Avior Wealth Management
Nebraska
$251K +$2.96K +17 +1%
SA
1018
Sovran Advisors
California
$251K -$15.3K -88 -7%
AWE
1019
Avidian Wealth Enterprises
Texas
$250K -$24.7K -142 -9%
SAM
1020
Silvercrest Asset Management
New York
$249K – – –
SI
1021
Severin Investments
Missouri
$249K +$13.8K +79 +6%
BIM
1022
Baldwin Investment Management
Pennsylvania
$246K -$39.2K -225 -13%
PTP
1023
Platform Technology Partners
New York
$245K +$253K +1,451 New
AAMU
1024
AEGON Asset Management (UK)
United Kingdom
$245K – – –
DT
1025
Diversified Trust
Tennessee
$244K -$92.2K -529 -27%