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Name Holding Trade Value Shares
Change
Change in
Stake
EPW
2651
Elevated Private Wealth
Wisconsin
$8.97M +$9.21M +44,811 New
OW
2652
Olistico Wealth
Oklahoma
$8.95M – – –
FCB
2653
First County Bank
Connecticut
$8.95M -$7.4K -36 -0.1%
AMPWP
2654
Alvarez & Marsal Private Wealth Partners
Florida
$8.94M +$145K +703 +2%
WCAMG
2655
Woodard & Company Asset Management Group
North Carolina
$8.93M +$69.7K +339 +0.8%
FP
2656
Financial Perspectives
Minnesota
$8.93M -$96K -467 -1%
AT
2657
American Trust
Kentucky
$8.92M +$262K +1,272 +3%
WIM
2658
Wiregrass Investment Management
Georgia
$8.88M +$548K +2,667 +6%
SP
2659
Saranac Partners
$8.88M +$7.1M +34,521 +346%
DCU
2660
Dara Capital US
Florida
$8.88M +$1.4M +6,815 +18%
Betterment LLC
2661
Betterment LLC
New York
$8.88M +$2.82M +13,738 +45%
USWG
2662
U.S. Wealth Group
New York
$8.87M -$751K -3,655 -8%
SCM
2663
Seascape Capital Management
New Hampshire
$8.87M +$79.8K +388 +0.9%
BFA
2664
Bright Financial Advisors
Michigan
$8.85M -$31.3K -152 -0.3%
NB
2665
NBH Bank
Colorado
$8.84M +$9.09M +44,191 New
TPW
2666
Talon Private Wealth
Florida
$8.82M +$1.69M +8,224 +23%
CCA
2667
Corps Capital Advisors
Texas
$8.81M -$16.4K -80 -0.2%
GPA
2668
Garrison Point Advisors
California
$8.81M -$313K -1,523 -3%
WF
2669
Whelan Financial
California
$8.8M +$17.1K +83 +0.2%
AFWM
2670
AMJ Financial Wealth Management
Virginia
$8.78M – – –
WA
2671
Westfuller Advisors
New York
$8.78M +$79.8K +388 +0.9%
SIA
2672
SGL Investment Advisors
Montana
$8.78M +$113K +549 +1%
CIC
2673
Chilton Investment Company
Connecticut
$8.76M -$222K -1,079 -2%
PNAA
2674
Pictet North America Advisors
Switzerland
$8.74M -$1.43M -6,961 -14%
CC
2675
Constitution Capital
Connecticut
$8.74M -$648K -3,150 -7%