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Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
676
DB Wealth Management Group
California
$302K
JCM
677
Jacobi Capital Management
Pennsylvania
$302K +$61.4K +794 +25%
MOS
678
MGO One Seven
Ohio
$302K -$2.32K -30 -0.8%
SCM
679
Shelton Capital Management
Colorado
$300K
WJWM
680
Williams Jones Wealth Management
New York
$297K -$155 -2 -0.1%
RCM
681
RB Capital Management
Nevada
$295K +$3.1K +40 +1%
TAM
682
Tucker Asset Management
Colorado
$295K
LWM
683
LJI Wealth Management
Indiana
$293K +$294K +3,798 New
OCM
684
One Capital Management
California
$292K
LF
685
LifeSteps Financial
California
$289K +$290K +3,742 New
CAGAS
686
Capital Advisory Group Advisory Services
Minnesota
$287K
PL
687
Plancorp LLC
Missouri
$287K -$11.8K -152 -4%
Federated Hermes
688
Federated Hermes
Pennsylvania
$286K -$161K -2,086 -36%
BCM
689
Brookstone Capital Management
Illinois
$284K +$4.02K +52 +1%
JIC
690
Joel Isaacson & Co
New York
$284K +$284K +3,674 New
OWA
691
Octavia Wealth Advisors
Ohio
$283K +$6.65K +86 +2%
C
692
CEDRUS
Colorado
$279K +$21.8K +282 +8%
MM
693
MQS Management
New York
$278K +$278K +3,592 New
AC
694
ASB Consultores
Florida
$276K +$44.9K +580 +19%
PCS
695
Personal CFO Solutions
New Jersey
$276K +$276K +3,568 New
KC
696
Kepos Capital
New York
$274K +$40.1K +518 +17%
PTCG
697
Pring Turner Capital Group
California
$271K +$271K +3,502 New
PCM
698
Presidio Capital Management
California
$270K -$9.6K -124 -3%
SXL
699
Summit X LLC
Missouri
$270K -$4.02K -52 -1%
GL
700
Graypoint LLC
New York
$269K -$33.1K -428 -11%