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Name Holding Trade Value Shares
Change
Change in
Stake
Cassaday & Co Wealth Management
1176
Cassaday & Co Wealth Management
Virginia
$5.12M -$267K -769 -6%
GPWM
1177
Grant Private Wealth Management
California
$5.12M +$3.99M +11,516 New
MS
1178
Madden Securities
Texas
$5.11M -$348K -1,003 -8%
Perfromance Wealth Partners
1179
Perfromance Wealth Partners
Illinois
$5.09M +$35K +101 +0.9%
RMC
1180
Ring Mountain Capital
California
$5.06M +$42.7K +123 +1%
SWA
1181
SFMG Wealth Advisors
Texas
$5.05M +$23.2K +67 +0.6%
FFWA
1182
FRG Family Wealth Advisors
Washington
$5.03M +$427K +1,232 +12%
BZWA
1183
Blue Zone Wealth Advisors
California
$5.03M +$613K +1,766 +19%
AWM
1184
Adams Wealth Management
Utah
$5.03M -$6.59K -19 -0.2%
TWM
1185
Triton Wealth Management
Arizona
$5.02M +$313K +902 +9%
BIP
1186
Blueprint Investment Partners
North Carolina
$5.01M -$626K -1,804 -14%
TWP
1187
Triad Wealth Partners
Kansas
$5.01M +$3.55M +10,249 +251%
GLOBALT Investments
1188
GLOBALT Investments
Georgia
$5.01M +$42.3K +122 +1%
BB
1189
Bell Bank
North Dakota
$5.01M -$414K -1,193 -10%
WAM
1190
Walker Asset Management
Missouri
$5M +$55.5K +160 +1%
ELI
1191
Empire Life Investments
Ontario, Canada
$4.99M +$45.8K +132 +1%
BTWM
1192
Baker Tilly Wealth Management
Wisconsin
$4.97M -$74.9K -216 -2%
Advisors Asset Management
1193
Advisors Asset Management
Colorado
$4.95M +$1.06M +3,063 +38%
Bridges Investment Management
1194
Bridges Investment Management
Nebraska
$4.95M -$466K -1,344 -11%
SWM
1195
Segment Wealth Management
Texas
$4.95M +$69.7K +201 +2%
JJBC
1196
James J. Burns & Company
New York
$4.94M – – –
XWM
1197
Xcel Wealth Management
Florida
$4.93M +$33.6K +97 +0.9%
RSS
1198
Rosenblum Silverman Sutton
California
$4.91M -$27.7K -80 -0.7%
TWM
1199
TLW Wealth Management
Florida
$4.9M -$1.68M -4,848 -31%
ACM
1200
Accent Capital Management
Ohio
$4.89M +$45.8K +132 +1%