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Name Holding Trade Value Shares
Change
Change in
Stake
CPW
626
Crestmont Private Wealth
Texas
$360K +$29.5K +90 +9%
TWM
627
Tradition Wealth Management
Minnesota
$359K -$9.82K -30 -3%
SAM
628
Smartleaf Asset Management
Massachusetts
$357K +$14.7K +45 +5%
CIA
629
Choate Investment Advisors
Massachusetts
$354K -$982 -3 -0.3%
API
630
Asset Planning Inc
California
$350K
SPC
631
Sigma Planning Corp
Michigan
$348K -$77.9K -238 -19%
BIA
632
Beacon Investment Advisors
Maryland
$347K +$1.31K +4 +0.4%
FPCP
633
Fort Point Capital Partners
California
$347K -$77.6K -237 -19%
WA
634
WBH Advisory
Maryland
$347K
MSE
635
MUFG Securities EMEA
United Kingdom
$346K +$276K +844 +548%
LWAM
636
Legacy Wealth Asset Management
Minnesota
$342K +$2.62K +8 +0.8%
VVP
637
Venture Visionary Partners
Ohio
$338K
PS
638
Planned Solutions
California
$338K +$8.18K +25 +3%
JWM
639
Jessup Wealth Management
Ohio
$337K
JF
640
Joule Financial
Kentucky
$337K +$2.62K +8 +0.8%
TA
641
TFB Advisors
Kansas
$337K -$111K -339 -25%
P
642
Pitcairn
Pennsylvania
$335K -$39.6K -121 -11%
Bessemer Group
643
Bessemer Group
New Jersey
$334K +$108K +330 +52%
BCM
644
Brookstone Capital Management
Illinois
$330K -$287K -878 -48%
MCP
645
Martin Capital Partners
Oregon
$330K -$17.7K -54 -5%
SCI
646
Silver Coast Investments
United States
$328K -$10.5K -32 -3%
PAM
647
Panagora Asset Management
Massachusetts
$327K -$1.31K -4 -0.4%
AWM
648
AE Wealth Management
Kansas
$327K +$22.9K +70 +8%
FFA
649
Founders Financial Alliance
North Carolina
$323K -$16K -49 -5%
GG
650
Gleason Group
Kentucky
$322K