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Name Holding Trade Value Shares
Change
Change in
Stake
JLBC
1576
J.L. Bainbridge & Co
Florida
$789K -$9.6K -55 -1%
CT
1577
Coastline Trust
Rhode Island
$788K -$459K -2,630 -41%
OPW
1578
Oxler Private Wealth
New York
$787K – – –
JPLA
1579
Joseph P. Lucia & Associates
New York
$786K +$84.3K +483 +15%
PWA
1580
PCG Wealth Advisors
Kansas
$785K -$86.5K -496 -12%
WW
1581
Waterfront Wealth
Kansas
$784K -$27K -155 -4%
PCA
1582
Prosperity Capital Advisors
Ohio
$784K +$62.8K +360 +11%
NIM
1583
NXG Investment Management
Texas
$782K -$665K -3,813 -50%
ADL
1584
Asset Dedication LLC
California
$782K -$30.9K -177 -4%
HW
1585
Hamilton Wealth
California
$779K +$341K +1,954 +108%
MCP
1586
Mirador Capital Partners
California
$779K -$270K -1,549 -29%
Eisler Capital (US)
1587
Eisler Capital (US)
New York
$779K +$655K +3,753 New
AI
1588
AXS Investments
New York
$777K -$140K -802 -18%
AWM
1589
Angeles Wealth Management
California
$776K +$20.2K +116 +3%
AWM
1590
Aspire Wealth Management
Massachusetts
$773K +$21.5K +123 +3%
TA
1591
TrueWealth Advisors
Alabama
$773K – – –
RZH
1592
Relyea Zuckerberg Hanson
Connecticut
$770K +$185K +1,062 +40%
JCM
1593
Jacobsen Capital Management
Utah
$770K +$648K +3,712 New
TIM
1594
Thompson Investment Management
Wisconsin
$769K – – –
MCC
1595
Money Concepts Capital
Florida
$769K -$3.17M -18,175 -83%
BWP
1596
BSW Wealth Partners
Colorado
$769K -$103K -591 -14%
Bahl & Gaynor
1597
Bahl & Gaynor
Ohio
$768K -$29.3K -168 -4%
BFA
1598
Beacon Financial Advisory
Ohio
$767K +$266K +1,525 +70%
B
1599
BetterWealth
California
$766K +$3.66K +21 +0.6%
SW
1600
SlateStone Wealth
Florida
$766K +$349K +1,998 +118%