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Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
2076
Total Clarity Wealth Management
Illinois
$882K +$63.8K +1,252 +8%
AWM
2077
Adams Wealth Management
Utah
$881K -$20.8K -409 -2%
GAM
2078
Gould Asset Management
California
$880K +$42.3K +830 +5%
BMM
2079
Buffington Mohr McNeal
Idaho
$880K +$78.8K +1,547 +10%
TC
2080
TAP Consulting
Missouri
$879K -$16.2K -317 -2%
AWAP
2081
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$879K -$5.25K -103 -0.6%
SFFS
2082
Stonehage Fleming Financial Services
Jersey
$878K +$690K +13,532 +420%
BSSFA
2083
Baron Silver Stevens Financial Advisors
Florida
$876K +$98K +1,923 +13%
WDG
2084
Wealth Dimensions Group
Ohio
$874K -$1.17K -23 -0.1%
IWP
2085
Icon Wealth Partners
Texas
$873K -$157K -3,082 -16%
ICP
2086
Ironvine Capital Partners
Nebraska
$870K
OIM
2087
Orca Investment Management
Oregon
$870K +$13.4K +263 +2%
AWCI
2088
Alpine Woods Capital Investors
New York
$868K
MCP
2089
Mirador Capital Partners
California
$866K -$3.46K -68 -0.4%
WCM
2090
Windsor Capital Management
Arizona
$865K -$29.4K -576 -3%
CM
2091
CastleKnight Management
New York
$865K
TCBWMS
2092
Texas Capital Bank Wealth Management Services
Texas
$857K -$13K -256 -2%
MSCM
2093
McElhenny Sheffield Capital Management
Texas
$857K -$1.02K -20 -0.1%
WTFG
2094
Wells Trecaso Financial Group
Ohio
$856K -$2.55K -50 -0.3%
WCM
2095
WealthBridge Capital Management
Ohio
$856K -$1.89K -37 -0.2%
SIC
2096
Sterling Investment Counsel
New York
$855K -$28K -550 -3%
JWM
2097
Janiczek Wealth Management
Colorado
$855K +$134K +2,635 +19%
CCM
2098
Chickasaw Capital Management
Tennessee
$854K
DSN
2099
D. Scott Neal
Kentucky
$854K
APW
2100
Acima Private Wealth
Virginia
$852K