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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1051
Meridian Wealth Management
Kentucky
$248K -$71.9K -112 -26%
AWE
1052
Avidian Wealth Enterprises
Texas
$248K +$207K +323 New
VCP
1053
Verus Capital Partners
Arizona
$248K +$207K +323 New
NYLIM
1054
New York Life Investment Management
New York
$246K +$206K +321 New
CWM
1055
Cornerstone Wealth Management
Missouri
$246K +$205K +320 New
IFWM
1056
Institute for Wealth Management
Colorado
$245K +$205K +319 New
SRC
1057
Shufro Rose & Co
New York
$245K – – –
CWP
1058
Core Wealth Partners
California
$244K +$204K +318 New
BWP
1059
BSW Wealth Partners
Colorado
$242K +$203K +316 New
BPW
1060
BLVD Private Wealth
Kentucky
$242K +$203K +316 New
FIC
1061
Family Investment Center
Missouri
$242K +$203K +316 New
SWM
1062
Scissortail Wealth Management
Oklahoma
$239K +$200K +312 New
CC
1063
Corton Capital
Ontario, Canada
$239K +$200K +311 New
KCP
1064
Kera Capital Partners
California
$239K +$200K +311 New
SIG
1065
Stonegate Investment Group
Alabama
$239K +$200K +311 New
CAI
1066
Capital Advisors Inc
Oklahoma
$238K +$199K +310 New
PCH
1067
PGIM Custom Harvest
New Jersey
$237K +$198K +309 New
BFG
1068
Birch Financial Group
New Hampshire
$237K +$198K +308 New
WA
1069
Waverly Advisors
Alabama
$236K +$197K +307 New
TW
1070
TritonPoint Wealth
Maryland
$236K +$197K +307 New
CCA
1071
Checchi Capital Advisers
California
$234K +$196K +305 New
PPG
1072
Peak Planning Group
Colorado
$234K +$196K +305 New
SFGP
1073
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$233K – – –
PWM
1074
Parkworth Wealth Management
California
$231K – – –
CPA
1075
Capital Performance Advisors
California
$231K +$193K +301 New
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