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Name Holding Trade Value Shares
Change
Change in
Stake
WFC
2126
Western Financial Corp
California
$572K +$3.23K +83 +0.5%
GWSG
2127
GPS Wealth Strategies Group
Colorado
$572K +$51K +1,310 +9%
AMR
2128
Asset Management Resources
Massachusetts
$569K +$94.9K +2,438 +19%
PAM
2129
Pegasus Asset Management
New York
$569K -$2.92K -75 -0.5%
SSW
2130
Smith Shellnut Wilson
Mississippi
$568K
WA
2131
Wealth Architects
California
$567K +$39.4K +1,011 +7%
OWA
2132
Opal Wealth Advisors
New York
$566K +$216K +5,553 +56%
TC
2133
TAP Consulting
Missouri
$566K -$22.1K -569 -4%
BC
2134
Belmont Capital
California
$566K +$5.57K +143 +0.9%
IFAM
2135
Institutional & Family Asset Management
Colorado
$566K -$25.2K -648 -4%
BCA
2136
Bray Capital Advisors
Florida
$564K -$40.9K -1,052 -6%
WTFG
2137
Wells Trecaso Financial Group
Ohio
$564K -$10.7K -275 -2%
OBWG
2138
Onyx Bridge Wealth Group
New York
$563K +$196K +5,029 +49%
IC
2139
Inscription Capital
Texas
$562K +$5.25K +135 +0.9%
M
2140
Mirova
France
$561K -$735K -18,888 -55%
LFA
2141
Lauterbach Financial Advisors
Texas
$560K
TWM
2142
Tradition Wealth Management
Minnesota
$560K -$75K -1,927 -11%
CF
2143
Copperwynd Financial
Arizona
$559K +$37.6K +967 +7%
EWM
2144
EPG Wealth Management
Georgia
$559K -$38K -976 -6%
SSG
2145
Summit Securities Group
New York
$557K -$141K -3,633 -19%
LT
2146
Legacy Trust
Michigan
$555K -$34.1K -876 -5%
AAMC
2147
Asset Allocation & Management Company
Illinois
$551K -$108K -2,772 -16%
LA
2148
LexAurum Advisors
Kansas
$551K +$147K +3,780 +34%
PGF
2149
Plan Group Financial
Oklahoma
$549K +$596K +15,309 New
MMM
2150
Mendel Money Management
Illinois
$549K -$16.4K -422 -3%