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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1001
Realta Investment Advisors
Delaware
$738K +$125K +1,307 +23%
M
1002
MOTCO
Texas
$736K +$446K +4,676 +195%
SL
1003
Sonnipe Ltd
Isle Of Man
$735K
NWM
1004
NRI Wealth Management
California
$735K +$674K +7,065 New
CBFP
1005
Cedar Brook Financial Partners
Ohio
$735K +$31.9K +335 +5%
JCM
1006
Jacobi Capital Management
Pennsylvania
$733K -$95.1K -997 -12%
EWM
1007
Endowment Wealth Management
Wisconsin
$733K -$12.8K -134 -2%
KIA
1008
Knollwood Investment Advisory
Maryland
$730K +$669K +7,020 New
GWM
1009
Greenwich Wealth Management
Connecticut
$730K +$15.6K +164 +2%
WPC
1010
Wedmont Private Capital
Pennsylvania
$728K +$76.2K +799 +13%
1IA
1011
1620 Investment Advisors
Massachusetts
$727K -$52.5K -550 -7%
PIA
1012
Perennial Investment Advisors
California
$726K -$858 -9 -0.1%
SC
1013
Sepio Capital
Utah
$726K +$80.7K +846 +14%
MWA
1014
MFA Wealth Advisors
Pennsylvania
$721K -$4.48K -47 -0.7%
EFSCE
1015
Enterprise Financial Services Corp (EFSC)
Missouri
$717K +$23.9K +251 +4%
FHA
1016
First Horizon Advisors
Tennessee
$717K +$19.6K +205 +3%
MUMSS
1017
Mitsubishi UFJ Morgan Stanley Securities
Japan
$715K +$655K +6,872 New
HH
1018
Hilltop Holdings
Texas
$713K +$48.6K +510 +8%
HBWM
1019
Hollow Brook Wealth Management
New York
$704K -$933K -9,786 -59%
TPI
1020
Trust Point Inc
Wisconsin
$703K +$645K +6,761 New
DWM
1021
Dakota Wealth Management
Florida
$703K +$103K +1,084 +19%
BFG
1022
Beacon Financial Group
Texas
$701K +$63K +661 +11%
MAM
1023
MWA Asset Management
Massachusetts
$699K +$38.1K +400 +6%
AWM
1024
Aprio Wealth Management
Georgia
$698K +$138K +1,444 +27%
IDA
1025
Intelligence Driven Advisers
California
$698K +$299K +3,140 +103%