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Name Holding Trade Value Shares
Change
Change in
Stake
WA
451
Wealth Architects
California
$262K +$58.4K +3,750 +27%
NFG
452
Next Financial Group
Texas
$260K +$221K +14,175 +433%
RWA
453
Ropes Wealth Advisors
Massachusetts
$256K
PCMC
454
Private Capital Management (Colorado)
Colorado
$254K
LWAC
455
Laurel Wealth Advisors (California)
California
$253K -$481K -30,930 -65%
AWE
456
Avidian Wealth Enterprises
Texas
$251K +$467 +30 +0.2%
HSA
457
HBK Sorce Advisory
Pennsylvania
$251K +$51.1K +3,285 +24%
CCA
458
Checchi Capital Advisers
California
$250K -$21.7K -1,395 -8%
SRC
459
Shufro Rose & Co
New York
$249K +$23.3K +1,500 +10%
CF
460
Centaurus Financial
California
$249K +$165K +10,590 +173%
Rockefeller Capital Management
461
Rockefeller Capital Management
New York
$247K +$230K +14,775 +814%
LSA
462
L & S Advisors
California
$246K
PA
463
Pinnacle Associates
New York
$245K -$36.2K -2,325 -12%
Fisher Asset Management
464
Fisher Asset Management
Washington
$243K +$70.3K +4,515 +38%
PWP
465
Principle Wealth Partners
Connecticut
$239K +$81.7K +5,250 +49%
AWM
466
Avondale Wealth Management
Texas
$237K +$117K +7,500 +89%
ANTB
467
AMG National Trust Bank
Colorado
$236K
LC
468
Lourd Capital
California
$235K -$14.5K -930 -6%
CTC
469
Central Trust Company
Missouri
$235K
ACI
470
Alpha Cubed Investments
California
$235K +$16.8K +1,080 +7%
Vanguard Capital Wealth Advisors
471
Vanguard Capital Wealth Advisors
Colorado
$234K -$35K -2,250 -13%
SW
472
SVB Wealth
Massachusetts
$234K -$3.5K -225 -1%
BWP
473
Bernardo Wealth Planning
Pennsylvania
$233K -$20.8K -1,335 -8%
BCM
474
Beck Capital Management
Texas
$230K +$240K +15,450 New
IWM
475
IHT Wealth Management
Illinois
$229K +$30.3K +1,950 +15%