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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
326
BKM Wealth Management
Wisconsin
$570K +$2.91K +138 +0.5%
MWM
327
Mission Wealth Management
California
$567K +$39.4K +1,868 +7%
FRM
328
Fox Run Management
Connecticut
$565K -$44.6K -2,117 -7%
LAM
329
Lyrical Asset Management
New York
$563K +$583K +27,654 +7,073%
YDMI
330
Y.D. More Investments
Israel
$560K – – –
OWA
331
One Wealth Advisors
California
$559K -$2.21K -105 -0.4%
WIA
332
World Investment Advisors
California
$559K +$69.6K +3,303 +14%
AC
333
AlphaCore Capital
California
$559K +$85.1K +4,038 +17%
MPMG
334
Minneapolis Portfolio Management Group
Minnesota
$551K – – –
EPW
335
Evolve Private Wealth
California
$549K +$32K +1,520 +6%
APWM
336
Argonautica Private Wealth Management
Massachusetts
$548K +$40.7K +1,933 +8%
WJWM
337
Williams Jones Wealth Management
New York
$543K -$16.1K -766 -3%
SWP
338
Sagespring Wealth Partners
Tennessee
$542K -$100K -4,752 -15%
TH
339
TCTC Holdings
Texas
$538K – – –
BWA
340
Basecamp Wealth Advisors
Washington
$531K -$43.3K -2,052 -7%
Russell Investments Group
341
Russell Investments Group
United Kingdom
$530K +$52.6K +2,497 +10%
JT
342
Jupiter Topco
New York
$526K +$553K +26,218 New
SAI
343
Savvy Advisors Inc
New York
$524K +$71.6K +3,396 +15%
VCM
344
Versant Capital Management
Arizona
$523K -$57.5K -2,728 -9%
IWC
345
Integrated Wealth Concepts
Massachusetts
$522K +$6.49K +308 +1%
PWG
346
Portside Wealth Group
Utah
$522K -$169K -8,029 -24%
BWM
347
BigSur Wealth Management
Florida
$520K – – –
HSA
348
HBK Sorce Advisory
Pennsylvania
$515K -$13.2K -628 -3%
MHC
349
May Hill Capital
Massachusetts
$510K -$126K -5,976 -19%
IAA
350
Independent Advisor Alliance
North Carolina
$509K -$11.9K -565 -2%