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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Mission Wealth Management
California
$278K -$22.8K -122 -7%
CBTWT
252
Community Bank & Trust (Waco, Texas)
Texas
$278K +$56.1K +300 +24%
SWM
253
Spire Wealth Management
Virginia
$273K +$80K +428 +39%
BFS
254
Bard Financial Services
Connecticut
$270K
LWP
255
Legacy Wealth Planning
Nevada
$270K
WWM
256
Westwood Wealth Management
California
$270K +$280K +1,500 New
MAM
257
McLean Asset Management
Virginia
$268K
SWA
258
Stratos Wealth Advisors
Ohio
$266K +$276K +1,476 New
FA
259
FDx Advisors
Illinois
$264K -$128K -683 -32%
JWM
260
Janiczek Wealth Management
Colorado
$261K -$32.9K -176 -11%
DADC
261
D.A. Davidson & Co
Montana
$261K +$36.5K +195 +16%
SFG
262
SevenBridge Financial Group
Pennsylvania
$253K
HC
263
Hourglass Capital
Texas
$252K
LFA
264
Laraway Financial Advisors
Minnesota
$252K
BJL
265
Brighton Jones LLC
Washington
$252K +$10.7K +57 +4%
JSL
266
JT Stratford LLC
Georgia
$251K +$260K +1,393 New
BP
267
Ballentine Partners
Massachusetts
$250K -$37.2K -199 -13%
VIM
268
Vista Investment Management
Pennsylvania
$250K -$2.24K -12 -0.9%
BOPW
269
Brandywine Oak Private Wealth
Pennsylvania
$246K -$1.5K -8 -0.6%
Cerity Partners
270
Cerity Partners
New York
$245K -$570K -3,050 -69%
KA
271
Kovack Advisors
Florida
$244K +$254K +1,357 New
Millennium Management
272
Millennium Management
New York
$243K -$406K -2,173 -62%
CAWM
273
Capital Advisors Wealth Management
Washington
$243K +$252K +1,347 New
AMM
274
American Money Management
California
$237K
MHR
275
Matthew Hamilton Rosenberg
$234K -$10.7K -57 -4%