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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
751
Private Wealth Partners
California
$760K -$1.31M -12,035 -60%
WA
752
Wealth Alliance
New York
$759K -$105K -967 -11%
MMEA
753
Main Management ETF Advisors
California
$757K +$864K +7,931 New
PIA
754
Prakash Investment Advisors
Massachusetts
$755K -$218K -2,000 -20%
MCM
755
Manchester Capital Management
Vermont
$752K
PWM
756
Parkworth Wealth Management
California
$752K +$109K +1,000 +14%
MC
757
MIG Capital
California
$748K +$513K +4,708 +150%
MFA
758
Mayflower Financial Advisors
Massachusetts
$743K -$62.1K -570 -7%
N
759
Natixis
France
$739K +$860K +7,895 New
HGWM
760
Horst & Graben Wealth Management
Oregon
$739K +$89.1K +818 +12%
WCAMG
761
Woodard & Company Asset Management Group
North Carolina
$736K -$35.1K -322 -4%
SCP
762
Sivia Capital Partners
California
$734K +$30.6K +281 +4%
CCA
763
Cravens & Co Advisors
Tennessee
$732K -$48.2K -442 -5%
SM
764
Sciencast Management
New Jersey
$731K +$834K +7,654 New
EFS
765
Econ Financial Services
Pennsylvania
$731K +$834K +7,652 New
PWMAG
766
Pinnacle Wealth Management Advisory Group
New Jersey
$730K +$834K +7,649 New
GAM
767
Grandview Asset Management
Pennsylvania
$727K -$436 -4 -0.1%
SFA
768
Souders Financial Advisors
Ohio
$719K -$262K -2,403 -24%
LWAM
769
Legacy Wealth Asset Management
Minnesota
$718K -$28K -257 -3%
WANY
770
Wealthspire Advisors (New York)
New York
$713K -$786K -7,214 -49%
BOJHT
771
Bank of Jackson Hole Trust
Wyoming
$712K -$10.9K -100 -2%
CGL
772
Clarius Group LLC
Washington
$711K +$317K +2,909 +64%
EPA
773
Element Pointe Advisors
Florida
$711K -$13.6K -125 -2%
SC
774
Syon Capital
California
$711K +$78.7K +722 +11%
EFG
775
Everhart Financial Group
Ohio
$709K