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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1176
Physician Wealth Advisors
Utah
$902K +$79.4K +465 +16%
PFA
1177
Professional Financial Advisors
Nebraska
$899K -$13.3K -78 -2%
WWM
1178
Windsor Wealth Management
Indiana
$898K +$20.5K +120 +3%
SICM
1179
Sustainable Insight Capital Management
New York
$897K +$651K +3,813 New
CS
1180
Comerica Securities
Michigan
$895K +$184K +1,077 +39%
SIA
1181
Soltis Investment Advisors
Utah
$895K +$381K +2,232 +142%
BWM
1182
BCS Wealth Management
Tennessee
$894K -$60.9K -357 -9%
AAS
1183
Annex Advisory Services
Wisconsin
$893K +$43.5K +255 +7%
OPW
1184
Oxler Private Wealth
New York
$892K +$648K +3,795 New
GAMC
1185
Garner Asset Management Corp
Texas
$890K -$66K -387 -9%
PCIA
1186
Prime Capital Investment Advisors
Kansas
$889K -$981K -5,748 -60%
VNA
1187
Valley National Advisers
Pennsylvania
$886K -$1.54K -9 -0.2%
HPWA
1188
Hall Private Wealth Advisors
North Carolina
$882K +$640K +3,750 New
ST
1189
Spinnaker Trust
Maine
$880K -$24.1K -141 -4%
TCM
1190
Teza Capital Management
Illinois
$879K +$186K +1,089 +41%
SWM
1191
Soundmark Wealth Management
Washington
$878K +$637K +3,732 New
WJA
1192
Willis Johnson & Associates
Texas
$878K +$637K +3,732 New
LWA
1193
Lenox Wealth Advisors
New York
$876K -$68.1K -399 -10%
CAM
1194
CenterStar Asset Management
Illinois
$876K
RW
1195
Rede Wealth
Virginia
$875K +$635K +3,720 New
BFG
1196
Beacon Financial Group
Texas
$874K +$523K +3,063 New
WW
1197
Waterfront Wealth
Kansas
$872K +$632K +3,705 New
CWM
1198
Connecticut Wealth Management
Connecticut
$867K +$2.05K +12 +0.3%
MSAM
1199
Moloney Securities Asset Management
Missouri
$866K +$125K +732 +25%
MIA
1200
MainStreet Investment Advisors
Illinois
$865K +$628K +3,678 New