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Name Holding Trade Value Shares
Change 		Change in
Stake
GPWM
1176
Grant Private Wealth Management
California
$5.12M +$3.99M +11,516 New
MS
1177
Madden Securities
Texas
$5.11M -$348K -1,003 -8%
PWP
1178
Perfromance Wealth Partners
Illinois
$5.09M +$35K +101 +0.9%
RMC
1179
Ring Mountain Capital
California
$5.06M +$42.7K +123 +1%
SWA
1180
SFMG Wealth Advisors
Texas
$5.05M +$23.2K +67 +0.6%
FFWA
1181
FRG Family Wealth Advisors
Washington
$5.03M +$427K +1,232 +12%
BZWA
1182
Blue Zone Wealth Advisors
California
$5.03M +$613K +1,766 +19%
AWM
1183
Adams Wealth Management
Utah
$5.03M -$6.59K -19 -0.2%
TWM
1184
Triton Wealth Management
Arizona
$5.02M +$313K +902 +9%
BIP
1185
Blueprint Investment Partners
North Carolina
$5.01M -$626K -1,804 -14%
TWP
1186
Triad Wealth Partners
Kansas
$5.01M +$3.55M +10,249 +251%
GI
1187
GLOBALT Investments
Georgia
$5.01M +$42.3K +122 +1%
BB
1188
Bell Bank
North Dakota
$5.01M -$414K -1,193 -10%
WAM
1189
Walker Asset Management
Missouri
$5M +$55.5K +160 +1%
ELI
1190
Empire Life Investments
Ontario, Canada
$4.99M +$45.8K +132 +1%
BTWM
1191
Baker Tilly Wealth Management
Wisconsin
$4.97M -$74.9K -216 -2%
AAM
1192
Advisors Asset Management
Colorado
$4.95M +$1.06M +3,063 +38%
BIM
1193
Bridges Investment Management
Nebraska
$4.95M -$466K -1,344 -11%
SWM
1194
Segment Wealth Management
Texas
$4.95M +$69.7K +201 +2%
JJBC
1195
James J. Burns & Company
New York
$4.94M – – –
XWM
1196
Xcel Wealth Management
Florida
$4.93M +$33.6K +97 +0.9%
RSS
1197
Rosenblum Silverman Sutton
California
$4.91M -$27.7K -80 -0.7%
TWM
1198
TLW Wealth Management
Florida
$4.9M -$1.68M -4,848 -31%
ACM
1199
Accent Capital Management
Ohio
$4.89M +$45.8K +132 +1%
GFP
1200
Gryphon Financial Partners
Ohio
$4.88M +$206K +594 +6%
46 47
48
49 50