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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
726
CIBC World Markets
New York
$463K +$474K +6,000 New
FI
727
FWG Investments
Kentucky
$461K -$6.71K -85 -1%
RW
728
Rede Wealth
Virginia
$458K – – –
OWMIAS
729
One Wealth Management Investment & Advisory Services
Florida
$456K -$8.69K -110 -2%
MGWM
730
Marks Group Wealth Management
Minnesota
$455K +$14.2K +180 +3%
BHPW
731
Beverly Hills Private Wealth
California
$454K -$154K -1,955 -25%
CGL
732
Clarius Group LLC
Washington
$451K -$85.5K -1,082 -16%
BF
733
BOK Financial
Oklahoma
$447K +$26.6K +337 +6%
JWS
734
Juncture Wealth Strategies
Arizona
$447K +$458K +5,794 New
TGAM
735
TBH Global Asset Management
Tennessee
$436K +$134K +1,700 +43%
LA
736
Latitude Advisors
Florida
$436K +$23.8K +301 +6%
GSC
737
Grey Street Capital
Illinois
$434K +$126K +1,601 +40%
ICP
738
Interchange Capital Partners
Pennsylvania
$433K -$61.9K -784 -12%
CCWM
739
Correct Capital Wealth Management
Missouri
$433K +$5.92K +75 +1%
DWM
740
Dakota Wealth Management
Florida
$433K +$114K +1,449 +35%
GAMC
741
Garner Asset Management Corp
Texas
$432K +$6.48K +82 +1%
WWM
742
Western Wealth Management
Colorado
$432K -$32.1K -406 -7%
VT
743
Vise Technologies
New York
$430K +$3.56K +45 +0.8%
ARC
744
Advisor Resource Council
Texas
$429K -$1.07M -13,589 -71%
IF
745
Intrua Financial
Texas
$429K +$7.11K +90 +2%
YDMI
746
Y.D. More Investments
Israel
$429K +$69.8K +884 +19%
FA
747
FDx Advisors
Illinois
$429K -$900K -11,397 -67%
BWP
748
Barlow Wealth Partners
Kentucky
$429K -$198K -2,500 -29%
WA
749
Wealth Alliance
New York
$426K -$103K -1,308 -19%
RhumbLine Advisers
750
RhumbLine Advisers
Massachusetts
$426K -$2.77K -35 -0.6%