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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1026
Drive Wealth Management
Utah
$3.59M +$1.55M +4,641 +50%
EFL
1027
ERn Financial LLC
Wisconsin
$3.59M -$92.3K -277 -2%
BA
1028
Bridgewater Advisors
New York
$3.59M +$4.09M +12,282 New
Modera Wealth Management
1029
Modera Wealth Management
New Jersey
$3.58M -$198K -593 -4%
SI
1030
Stonekeep Investments
New Mexico
$3.56M +$167K +501 +4%
AFT
1031
Alpha Family Trust
California
$3.56M – – –
UAS
1032
United Asset Strategies
New York
$3.55M +$752K +2,257 +20%
Robertson Stephens Wealth Management
1033
Robertson Stephens Wealth Management
California
$3.55M -$249K -746 -5%
RFG Advisory
1034
RFG Advisory
Alabama
$3.55M -$2.2M -6,601 -33%
LWA
1035
Lineweaver Wealth Advisors
Ohio
$3.55M +$624K +1,871 +16%
PIA
1036
Powell Investment Advisors
Florida
$3.54M +$2.73M +8,200 +150%
SB
1037
Simmons Bank
Arkansas
$3.51M +$91.6K +275 +2%
Ashton Thomas Private Wealth
1038
Ashton Thomas Private Wealth
Arizona
$3.5M +$922K +2,768 +26%
FC
1039
Forte Capital
New York
$3.5M -$79.3K -238 -2%
JMFC
1040
J.M. Forbes & Co
Massachusetts
$3.5M -$66K -198 -1%
HIA
1041
Harbor Investment Advisory
Maryland
$3.49M -$280K -839 -6%
CCFM
1042
Clear Creek Financial Management
Washington
$3.48M +$356K +1,069 +9%
PWMAG
1043
Pinnacle Wealth Management Advisory Group
New Jersey
$3.48M +$92K +276 +2%
GS
1044
GWN Securities
Florida
$3.48M +$895K +2,687 +31%
Mesirow Financial Investment Management
1045
Mesirow Financial Investment Management
Illinois
$3.45M -$336K -1,009 -7%
BFG
1046
Berger Financial Group
Minnesota
$3.43M +$358K +1,074 +9%
BBWA
1047
Bell & Brown Wealth Advisors
California
$3.43M -$213K -638 -5%
WWM
1048
Westwood Wealth Management
California
$3.43M -$780K -2,340 -15%
MAM
1049
Morse Asset Management
Connecticut
$3.42M +$965K +2,896 +28%
VWM
1050
Venturi Wealth Management
Texas
$3.42M -$9K -27 -0.2%