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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
Arista Wealth Management
Nevada
$362K
AIA
402
AssuredPartners Investment Advisors
Florida
$361K -$3.17K -68 -0.9%
SA
403
SPWM Advisors
Michigan
$357K +$9.88K +212 +3%
GCM
404
Gallacher Capital Management
Colorado
$349K -$107K -2,296 -24%
WC
405
Wynn Capital
Georgia
$348K +$233 +5 +0.1%
RWM
406
Revisor Wealth Management
Ohio
$348K +$6.62K +142 +2%
CI
407
Cherokee Insurance
Michigan
$348K
GSCM
408
Greenfield Seitz Capital Management
Texas
$347K -$24.5K -525 -7%
PTC
409
Private Trust Company
Ohio
$346K +$101K +2,169 +43%
PFS
410
Prospera Financial Services
Texas
$343K -$306K -6,563 -48%
IAA
411
Independent Advisor Alliance
North Carolina
$343K -$62.5K -1,340 -16%
MMA
412
Miracle Mile Advisors
California
$342K +$331K +7,099 New
LFAS
413
Level Four Advisory Services
Texas
$340K +$329K +7,062 New
FA
414
FDx Advisors
Illinois
$340K +$329K +7,065 New
DJSG
415
D.J. St. Germain
Massachusetts
$338K -$4.66K -100 -1%
NWWA
416
New Wave Wealth Advisors
Arkansas
$337K +$32.3K +692 +11%
GC
417
Guggenheim Capital
Illinois
$337K +$7.18K +154 +2%
S
418
Sunpointe
Missouri
$337K +$76.9K +1,649 +31%
LOWM
419
Laurel Oak Wealth Management
New Jersey
$336K -$31.8K -683 -9%
WAM
420
Weatherly Asset Management
California
$334K -$39.2K -841 -11%
MWM
421
Mission Wealth Management
California
$333K -$16.5K -354 -5%
PWP
422
Phillips Wealth Planners
Mississippi
$331K +$363K +7,787 New
MWM
423
Meridian Wealth Management
Kentucky
$329K -$20.5K -439 -6%
CCM
424
Coldstream Capital Management
Washington
$329K -$154K -3,310 -33%
DWM
425
Diversify Wealth Management
Utah
$329K +$333K +7,137 New