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Name Holding Trade Value Shares
Change
Change in
Stake
BEI
801
Benjamin Edwards Inc
Missouri
$609K +$105K +579 +27%
NWM
802
Northwest Wealth Management
Iowa
$606K +$44.3K +245 +10%
TFGT
803
TS Financial Group (TSFG)
Illinois
$600K +$23.3K +129 +5%
DJSG
804
D.J. St. Germain
Massachusetts
$595K – – –
RWI
805
Red Wave Investments
Pennsylvania
$594K -$67.8K -375 -12%
BCM
806
Beck Capital Management
Texas
$594K +$480K +2,654 New
IP
807
Ignite Planners
California
$591K -$24.6K -136 -5%
KFA
808
Krane Funds Advisors
New York
$586K -$19K -105 -4%
FSC
809
Full Sail Capital
Oklahoma
$582K +$470K +2,602 New
CPA
810
Capital Performance Advisors
California
$582K -$77.4K -428 -14%
1WM
811
1858 Wealth Management
Ohio
$581K +$65.8K +364 +16%
GAM
812
Grandview Asset Management
Pennsylvania
$576K +$127K +702 +37%
SC
813
Sierra Capital
Florida
$572K – – –
Nisa Investment Advisors
814
Nisa Investment Advisors
Missouri
$567K -$1.18M -6,550 -72%
MWM
815
Modera Wealth Management
New Jersey
$567K +$26.9K +149 +6%
MWM
816
Meridian Wealth Management
Kentucky
$567K +$458K +2,534 New
MAC
817
Mason & Associates (California)
California
$562K – – –
ECM
818
Eisler Capital Management
United Kingdom
$560K -$2.73M -15,094 -86%
CLOS
819
Compagnie Lombard Odier SCmA
Switzerland
$559K – – –
KWA
820
Kingswood Wealth Advisors
California
$554K +$61.7K +341 +16%
SSWM
821
Sheets Smith Wealth Management
North Carolina
$554K +$447K +2,474 New
PWM
822
Prentice Wealth Management
New York
$553K -$9.76K -54 -2%
PGFC
823
Peapack-Gladstone Financial Corp
New Jersey
$547K +$63.3K +350 +17%
WC
824
Waterloo Capital
Texas
$541K +$437K +2,416 New
LHWM
825
Lake Hills Wealth Management
Texas
$540K +$436K +2,414 New