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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
451
Phillips Wealth Planners
Mississippi
$251K +$34.2K +636 +16%
SWM
452
Seed Wealth Management
Illinois
$250K +$20.2K +375 +9%
CFO
453
CVA Family Office
Colorado
$249K
BF
454
BOK Financial
Oklahoma
$248K -$14.2K -263 -5%
GWM
455
Geneos Wealth Management
Colorado
$240K +$50.4K +936 +27%
CHP
456
Cable Hill Partners
Oregon
$238K +$3.82K +71 +2%
CI
457
Conning Inc
Connecticut
$237K -$7.91K -147 -3%
IC
458
IEQ Capital
California
$236K +$236K +4,385 New
WFI
459
West Family Investments
California
$233K -$1.72K -32 -0.7%
KCM
460
Kendall Capital Management
Maryland
$233K +$233K +4,325 New
AGP
461
Autumn Glory Partners
Texas
$232K -$231K -4,300 -50%
BAM
462
Belpointe Asset Management
Nevada
$231K -$38.6K -717 -14%
JWM
463
Janiczek Wealth Management
Colorado
$230K +$2.91K +54 +1%
HH
464
Hilltop Holdings
Texas
$228K +$29.4K +547 +15%
GTAM
465
Global Trust Asset Management
Florida
$227K -$10.8K -200 -5%
EFS
466
Essex Financial Services
Connecticut
$226K -$26.9K -499 -11%
WCWM
467
Willow Creek Wealth Management
California
$225K
CAM
468
Cozad Asset Management
Illinois
$224K +$3.77K +70 +2%
P
469
Pitcairn
Pennsylvania
$221K +$221K +4,106 New
CIA
470
Choate Investment Advisors
Massachusetts
$221K +$220K +4,096 New
BCA
471
Bray Capital Advisors
Florida
$220K
LC
472
Lindbrook Capital
California
$217K +$11.6K +215 +6%
EWA
473
EverSource Wealth Advisors
Alabama
$215K -$14.7K -274 -6%
WTC
474
WhitTier Trust Company
Nevada
$215K +$13.8K +256 +7%
EH
475
Equitable Holdings
New York
$212K +$212K +3,942 New