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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1076
Confluence Wealth Services
Pennsylvania
$1.1M +$1.04M +5,484 +159%
PWMG
1077
Provence Wealth Management Group
California
$1.1M +$618K +3,266 +58%
AWE
1078
Avidian Wealth Enterprises
Texas
$1.1M +$12.1K +64 +0.7%
PP
1079
Paloma Partners
Connecticut
$1.1M +$1.66M +8,768 +5,845%
BDWCC
1080
B&D White Capital Company
Texas
$1.09M +$1.11M +5,860 +195%
BFS
1081
Bard Financial Services
Connecticut
$1.09M -$602K -3,180 -26%
ACA
1082
Affinity Capital Advisors
California
$1.09M -$43.5K -230 -3%
PRC
1083
Pearl River Capital
Michigan
$1.08M +$1.11M +5,883 +202%
LFG
1084
Larson Financial Group
Missouri
$1.08M +$62.3K +329 +4%
BA
1085
Bristlecone Advisors
Washington
$1.08M +$736K +3,885 +80%
FA
1086
Fountainhead AM
New Jersey
$1.08M +$63.4K +335 +4%
SWA
1087
Stratos Wealth Advisors
Ohio
$1.08M -$211K -1,114 -11%
CWA
1088
Canvas Wealth Advisors
Kansas
$1.08M +$1.09M +5,760 +222%
ACM
1089
AlphaStar Capital Management
North Carolina
$1.07M +$688K +3,636 +41%
BL
1090
BFSG LLC
California
$1.07M +$649K +3,428 +65%
AIA
1091
Avalon Investment & Advisory
Texas
$1.07M -$374K -1,973 -19%
WF
1092
Welch & Forbes
Massachusetts
$1.07M -$10.6K -56 -0.6%
OCBCO
1093
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.07M +$1.65M +8,721 New
LWM
1094
Lyell Wealth Management
California
$1.06M -$21.6K -114 -1%
CCFM
1095
Clear Creek Financial Management
Washington
$1.06M +$18K +95 +1%
SWA
1096
SFMG Wealth Advisors
Texas
$1.06M -$16.5K -87 -1%
MWAM
1097
Manhattan West Asset Management
California
$1.06M +$765K +4,038 +88%
AGA
1098
Accuvest Global Advisors
Utah
$1.06M +$1.47M +7,754 +925%
MA
1099
MONECO Advisors
Connecticut
$1.05M +$56.8K +300 +4%
BWA
1100
Bordeaux Wealth Advisors
California
$1.05M +$101K +533 +7%