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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1276
Pinnacle Wealth Management
California
$3.74M +$30.6K +95 +1%
JSW
1277
Journey Strategic Wealth
New Jersey
$3.73M +$229K +713 +8%
AWM
1278
Adams Wealth Management
Utah
$3.73M +$1.92M +5,955 +181%
DWM
1279
Drive Wealth Management
Utah
$3.73M +$271K +842 +10%
RCA
1280
Ranch Capital Advisors
Florida
$3.73M -$25.7K -80 -0.9%
KA
1281
Kercheville Advisors
Texas
$3.72M +$877K +2,727 +42%
CGA
1282
Crescent Grove Advisors
Illinois
$3.72M +$64.3K +200 +2%
IA
1283
Insight Advisors
Pennsylvania
$3.71M -$270K -838 -9%
TSWM
1284
Tyler-Stone Wealth Management
Ohio
$3.7M -$84K -261 -3%
GFP
1285
Gryphon Financial Partners
Ohio
$3.69M -$32.5K -101 -1%
SWA
1286
Stratos Wealth Advisors
Ohio
$3.68M +$145K +451 +5%
JCM
1287
Jacobi Capital Management
Pennsylvania
$3.68M +$293K +911 +11%
SYBT
1288
Stock Yards Bank & Trust
Kentucky
$3.68M -$215K -669 -7%
LA
1289
LM Advisors
California
$3.68M -$31.5K -98 -1%
PWP
1290
Pursue Wealth Partners
California
$3.68M -$1.68M -5,236 -37%
TPWA
1291
Twin Peaks Wealth Advisors
California
$3.68M +$12.5K +39 +0.4%
EBWM
1292
Eagle Bluffs Wealth Management
Missouri
$3.66M -$17.4K -54 -0.6%
PWM
1293
Parkshore Wealth Management
California
$3.64M +$2.9M +9,017 New
SAI
1294
Savvy Advisors Inc
New York
$3.64M +$479K +1,488 +20%
WIM
1295
WealthPlan Investment Management
Nebraska
$3.62M -$205K -637 -7%
PCM
1296
Princeton Capital Management
New Jersey
$3.61M +$304K +946 +12%
TFM
1297
TFC Financial Management
Massachusetts
$3.61M +$39.6K +123 +1%
GPWM
1298
Grant Private Wealth Management
California
$3.6M +$2.87M +8,924 New
WFI
1299
West Family Investments
California
$3.59M -$41.8K -130 -1%
WA
1300
Wealth Alliance
New York
$3.58M +$206K +641 +8%