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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1851
Dakota Wealth Management
Florida
$878K +$22K +497 +2%
GCA
1852
Gradient Capital Advisors
California
$877K +$487K +10,992 +117%
GFS
1853
GYL Financial Synergies
Connecticut
$874K +$122K +2,743 +16%
CSM
1854
CAMG Solamere Management
North Carolina
$872K
CCFM
1855
Clear Creek Financial Management
Washington
$870K -$578K -13,057 -39%
SFA
1856
Sequoia Financial Advisors
Ohio
$868K -$6.35M -143,329 -88%
AG
1857
AIA Group
Hong Kong
$868K +$135K +3,040 +18%
FFC
1858
First Financial Corp
Indiana
$867K -$15.5K -350 -2%
IFG
1859
Investors Financial Group
Minnesota
$867K +$14.1K +318 +2%
PWM
1860
Palumbo Wealth Management
New York
$865K -$45.3K -1,022 -5%
THWM
1861
Taylor Hoffman Wealth Management
Virginia
$865K -$27K -610 -3%
FP
1862
Financial Perspectives
Minnesota
$865K -$51.7K -1,168 -5%
CASB
1863
Cape Ann Savings Bank
Massachusetts
$863K -$12.9K -291 -1%
CPWA
1864
Cerro Pacific Wealth Advisors
California
$863K +$303K +6,830 +52%
EAM
1865
Evanson Asset Management
California
$862K +$5.89K +133 +0.6%
AFA
1866
Arlington Financial Advisors
California
$861K
RWA
1867
River Wealth Advisors
Pennsylvania
$861K +$98.5K +2,223 +12%
LC
1868
Lincoln Capital
Nebraska
$861K +$319K +7,200 +56%
CCM
1869
Canal Capital Management
Virginia
$860K -$37.7K -851 -4%
KPW
1870
Kore Private Wealth
New York
$858K +$17.1K +385 +2%
AWM
1871
Adams Wealth Management
Utah
$857K -$150K -3,394 -15%
RIG
1872
Ramiah Investment Group
Wisconsin
$856K -$42.9K -969 -5%
CWP
1873
Curated Wealth Partners
California
$855K -$15.2K -342 -2%
WFC
1874
Western Financial Corp
California
$855K +$6.56K +148 +0.7%
ICA
1875
Infrastructure Capital Advisors
New York
$855K +$277K +6,260 +47%