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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
976
Sandro Wealth Management
New Jersey
$207K +$195K +2,129 New
DWM
977
Destination Wealth Management
California
$207K +$194K +2,125 New
JIC
978
Joel Isaacson & Co
New York
$206K +$194K +2,124 New
HWMC
979
Heritage Wealth Management (California)
California
$205K +$193K +2,111 New
PWP
980
Phillips Wealth Planners
Mississippi
$205K +$202K +2,209 New
HAS
981
HBW Advisory Services
California
$204K +$192K +2,100 New
TPCW
982
TD Private Client Wealth
New York
$203K -$6.22K -68 -3%
HCM
983
Howard Capital Management
Georgia
$203K -$187K -2,043 -49%
AFM
984
Armstrong Fleming & Moore
District of Columbia
$203K +$191K +2,086 New
RSWM
985
Robertson Stephens Wealth Management
California
$202K +$189K +2,065 New
FAN
986
Financial Advisors Network
California
$202K +$190K +2,074 New
NRG
987
Nemes Rush Group
Michigan
$196K
CT
988
Caldwell Trust
Florida
$191K
MUMSS
989
Mitsubishi UFJ Morgan Stanley Securities
Japan
$191K +$180K +1,963 New
AIM
990
Acropolis Investment Management
Missouri
$185K +$174K +1,904 New
CFO
991
CVA Family Office
Colorado
$185K +$28K +306 +19%
MO
992
McMillan Office
Michigan
$185K
MG
993
Mather Group
Illinois
$184K +$173K +1,889 New
BTI
994
Blue Trust Inc
Georgia
$183K -$4.12K -45 -2%
AG
995
AmeriFlex Group
Nevada
$180K -$15.8K -173 -9%
AF
996
Advisornet Financial
Minnesota
$178K +$732 +8 +0.4%
DMBA
997
Deseret Mutual Benefit Administrators
Utah
$178K +$78.1K +854 +88%
WTA
998
Washington Trust Advisors
Massachusetts
$175K +$6.86K +75 +4%
OL
999
OneFund LLC
Florida
$175K -$2.29K -25 -1%
CH
1000
Cromwell Holdings
Wyoming
$173K