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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
401
Weinberger Asset Management
California
$764K -$82.5K -1,313 -9%
BFG
402
Bleakley Financial Group
New Jersey
$763K +$121K +1,928 +17%
IFWM
403
Institute for Wealth Management
Colorado
$757K -$74.4K -1,183 -8%
KRW
404
Kaufman Rossin Wealth
Florida
$747K +$806K +12,817 New
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$730K -$1.03M -16,375 -57%
BAM
406
Belpointe Asset Management
Nevada
$728K +$785K +12,495 New
FCA
407
Fortis Capital Advisors
Kansas
$728K +$785K +12,495 New
TAM
408
Tabor Asset Management
New York
$722K +$779K +12,393 New
MW
409
Maia Wealth
Colorado
$714K -$140K -2,231 -15%
NAM
410
NorthCrest Asset Manangement
Minnesota
$710K +$765K +12,177 New
FRM
411
Fox Run Management
Connecticut
$709K +$276K +4,390 +56%
CIBC World Market
412
CIBC World Market
Ontario, Canada
$684K -$6.66K -106 -0.9%
SCM
413
SCS Capital Management
Massachusetts
$679K +$733K +11,656 New
PTC
414
Petrus Trust Company
Texas
$674K -$555K -8,837 -43%
MML Investors Services
415
MML Investors Services
Massachusetts
$671K +$301K +4,790 +71%
AWM
416
Axxcess Wealth Management
California
$670K -$88.2K -1,404 -11%
Corient Private Wealth
417
Corient Private Wealth
Florida
$667K -$50.3K -800 -7%
Nomura Holdings
418
Nomura Holdings
Japan
$664K -$1.05M -16,749 -60%
SAM
419
SP Asset Management
California
$660K -$39.3K -625 -5%
BMSSC
420
B. Metzler seel. Sohn & Co
Germany
$652K
William Blair & Company
421
William Blair & Company
Illinois
$651K +$96K +1,527 +16%
KLCM
422
KG&L Capital Management
Louisiana
$641K +$56.6K +900 +9%
HAG
423
HighPoint Advisor Group
Illinois
$638K +$6.6K +105 +1%
GVAG
424
Great Valley Advisor Group
Delaware
$631K -$43.1K -685 -6%
Truist Financial
425
Truist Financial
North Carolina
$631K -$15.4K -245 -2%