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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1301
Gilbert & Cook
Iowa
$689K +$9.9K +399 +1%
BAM
1302
Brave Asset Management
New Jersey
$688K -$17.4K -700 -2%
VCM
1303
Virtue Capital Management
Tennessee
$685K -$5.51K -222 -0.7%
TAM
1304
Tealwood Asset Management
Minnesota
$684K -$2.9K -117 -0.4%
JSAM
1305
J. Safra Asset Management
New York
$684K +$690K +27,787 +530%
MWA
1306
Meridian Wealth Advisors
Texas
$683K +$1.56K +63 +0.2%
TWIM
1307
TIAA Wealth Investment Management
New York
$683K +$176K +7,110 +28%
IFWM
1308
Institute for Wealth Management
Colorado
$683K -$37.5K -1,512 -4%
FFG
1309
Fortem Financial Group
California
$682K +$13.2K +530 +2%
GFP
1310
Gryphon Financial Partners
Ohio
$682K -$58.9K -2,373 -7%
DFA
1311
Delta Financial Advisors
Louisiana
$681K -$19.3K -778 -2%
PCM
1312
Parsons Capital Management
Rhode Island
$680K +$36.1K +1,454 +5%
WA
1313
Wealth Alliance
New York
$680K -$38.8K -1,564 -5%
RC
1314
Rexford Capital
Texas
$678K +$762K +30,710 +1,490%
FFP
1315
FourThought Financial Partners
Florida
$678K -$5.83K -235 -0.7%
FWM
1316
Forza Wealth Management
Florida
$678K – – –
MAMG
1317
Milestone Asset Management Group
Connecticut
$676K -$5.78K -233 -0.7%
DFG
1318
Demars Financial Group
Washington
$676K +$810K +32,641 New
VA
1319
Valmark Advisers
Ohio
$675K -$22.9K -922 -3%
MSWM
1320
McGlone Suttner Wealth Management
Wisconsin
$673K +$33.5K +1,348 +4%
HPC
1321
HM Payson & Co
Maine
$673K -$37.9K -1,525 -4%
PA
1322
Probity Advisors
Texas
$673K +$3.05K +123 +0.4%
WFI
1323
West Family Investments
California
$671K +$77.9K +3,138 +11%
OWM
1324
Orca Wealth Management
Florida
$671K -$3.4K -137 -0.4%
LWM
1325
Langley Wealth Management
Mississippi
$671K +$804K +32,394 New