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Name Holding Trade Value Shares
Change
Change in
Stake
CMS
1126
Capital Market Strategies
Florida
$479K +$858 +9 +0.2%
WA
1127
Wealth Architects
California
$477K +$33.8K +354 +8%
ACI
1128
Alpha Cubed Investments
California
$476K +$32.6K +342 +8%
FC
1129
Forte Capital
New York
$475K +$92.4K +969 +27%
AWA
1130
Arete Wealth Advisors
Illinois
$473K +$68.2K +715 +19%
RMCM
1131
Reynders McVeigh Capital Management
Massachusetts
$471K -$4.77K -50 -1%
ECM
1132
Elgethun Capital Management
South Dakota
$470K +$668 +7 +0.2%
CWM
1133
Circle Wealth Management
New Jersey
$469K +$430K +4,509 New
AWA
1134
Aaron Wealth Advisors
Illinois
$464K +$22.7K +238 +6%
GFWA
1135
Grey Fox Wealth Advisors
Delaware
$463K -$3.72K -39 -0.9%
AGA
1136
Accuvest Global Advisors
Utah
$461K +$423K +4,436 New
IA
1137
IFP Advisors
Florida
$459K -$68.4K -717 -14%
SAI
1138
Systematic Alpha Investments
New Jersey
$458K
BAM
1139
Byrne Asset Management
New Jersey
$455K -$426K -4,466 Closed
TCOO
1140
Trust Company of Oklahoma
Oklahoma
$454K +$8.39K +88 +2%
EVM
1141
Evelyn V. Moreno
$454K
PWP
1142
Phillips Wealth Planners
Mississippi
$453K -$40.1K -420 -9%
NIM
1143
Northeast Investment Management
Massachusetts
$453K -$151K -1,584 -27%
AC
1144
AlphaCore Capital
California
$450K -$174K -1,826 -30%
NCFG
1145
New Century Financial Group
New Jersey
$449K +$412K +4,321 New
GT
1146
Glenview Trust
Kentucky
$449K +$29.6K +310 +8%
NRC
1147
New Republic Capital
North Carolina
$448K -$4.29K -45 -1%
CCM
1148
Chiron Capital Management
Florida
$447K -$114K -1,200 -22%
RBC
1149
Romano Brothers & Co
Illinois
$445K -$27.8K -292 -6%
SWM
1150
Seed Wealth Management
Illinois
$444K