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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1251
WT Wealth Management
Arizona
$4.48M +$267K +770 +8%
CAM
1252
Covenant Asset Management
New Jersey
$4.47M +$1.08M +3,100 +45%
PPW
1253
Pasadena Private Wealth
California
$4.44M +$1.04K +3 +0%
SCM
1254
SOL Capital Management
Maryland
$4.42M +$59K +170 +2%
VPW
1255
Variant Private Wealth
Virginia
$4.42M -$20.8K -60 -0.6%
VW
1256
Vance Wealth
California
$4.41M -$127K -365 -4%
Simon Quick Advisors
1257
Simon Quick Advisors
New Jersey
$4.4M +$247K +711 +8%
PCS
1258
Personal CFO Solutions
New Jersey
$4.38M +$188K +542 +6%
LTAS
1259
Linden Thomas Advisory Services
North Carolina
$4.38M +$8.32K +24 +0.2%
RWM
1260
RKL Wealth Management
Pennsylvania
$4.37M -$326K -939 -9%
Grimes & Company
1261
Grimes & Company
Massachusetts
$4.37M +$1.65M +4,747 +93%
BL
1262
BFSG LLC
California
$4.36M -$12.1K -35 -0.4%
BCPWM
1263
Bradley & Co Private Wealth Management
Florida
$4.36M -$111K -319 -3%
CB
1264
CNB Bank
Pennsylvania
$4.35M +$79.1K +228 +2%
Stock Yards Bank & Trust
1265
Stock Yards Bank & Trust
Kentucky
$4.34M -$6.94K -20 -0.2%
GAG
1266
GM Advisory Group
New York
$4.34M -$1.73M -5,002 -34%
SCS Capital Management
1267
SCS Capital Management
Massachusetts
$4.34M -$768K -2,214 -19%
Salem Investment Counselors
1268
Salem Investment Counselors
North Carolina
$4.33M +$219K +630 +7%
MWP
1269
Momentum Wealth Planning
Florida
$4.28M -$64.9K -187 -2%
SCM
1270
Schnieders Capital Management
California
$4.27M +$179K +515 +6%
CAS
1271
Coppell Advisory Solutions
Texas
$4.25M -$7.28M -21,002 -69%
WAG
1272
Winthrop Advisory Group
Massachusetts
$4.24M +$411K +1,186 +14%
GM
1273
GeoWealth Management
Illinois
$4.24M -$59K -170 -2%
VIP
1274
Vista Investment Partners
Oklahoma
$4.23M -$78.4K -226 -2%
NCM
1275
Narwhal Capital Management
Georgia
$4.23M +$815K +2,350 +33%