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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1051
Cyndeo Wealth Partners
Florida
$707K +$32.5K +227 +5%
UAS
1052
United Asset Strategies
New York
$707K +$35.3K +246 +5%
RSWM
1053
Robertson Stephens Wealth Management
California
$707K +$123K +860 +20%
CT
1054
Coastline Trust
Rhode Island
$706K -$2.01K -14 -0.3%
SXL
1055
Summit X LLC
Missouri
$704K +$747K +5,209 New
AssetMark Inc
1056
AssetMark Inc
California
$704K -$685K -4,782 -48%
WCM
1057
Whitener Capital Management
North Carolina
$703K -$512K -3,573 -41%
TCOT
1058
Trust Company of Toledo
Ohio
$702K -$28.8K -201 -4%
LSAG
1059
Lake Street Advisors Group
New Hampshire
$701K -$33.8K -236 -4%
AMM
1060
American Money Management
California
$698K +$1.58K +11 +0.2%
PL
1061
Perpetual Ltd
Australia
$696K -$1.18M -8,213 -61%
LHC
1062
Little House Capital
Massachusetts
$693K +$734K +5,123 New
BMCM
1063
Bryn Mawr Capital Management
Pennsylvania
$691K -$46.3K -323 -6%
GLA
1064
Good Life Advisors
Pennsylvania
$689K +$101K +706 +16%
TSMHT
1065
Thurston Springer Miller Herd & Titak
Indiana
$686K +$223K +1,554 +44%
IF
1066
Intrua Financial
Texas
$685K -$49.7K -347 -6%
GS
1067
GWN Securities
Florida
$682K +$708K +4,942 New
PWPS
1068
Pinnacle Wealth Planning Services
Ohio
$676K +$127K +889 +22%
SACTSONJ
1069
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$676K
VCP
1070
Verus Capital Partners
Arizona
$674K +$60.6K +423 +9%
WA
1071
Wealth Alliance
New York
$674K -$84.6K -590 -11%
BTI
1072
Blue Trust Inc
Georgia
$674K +$231K +1,609 +48%
EWM
1073
Executive Wealth Management
Michigan
$673K -$17.2K -120 -2%
TAM
1074
Tealwood Asset Management
Minnesota
$673K +$201K +1,403 +39%
BWP
1075
BlueStem Wealth Partners
Minnesota
$673K +$713K +4,975 New