Name Holding Trade Value Shares
Change
Change in
Stake
4WM
1351
44 Wealth Management
Oregon
$1.03M +$151K +779 +14%
BFM
1352
Boothbay Fund Management
New York
$1.02M -$15.6M -80,340 -93%
EWM
1353
Endowment Wealth Management
Wisconsin
$1.02M -$159K -820 -12%
UB
1354
UMB Bank
Missouri
$1.02M +$27.6K +142 +2%
PWP
1355
Principle Wealth Partners
Connecticut
$1.01M +$3.5K +18 +0.3%
JAG
1356
Journey Advisory Group
Kentucky
$1.01M -$22.5K -116 -2%
JCM
1357
Jacobi Capital Management
Pennsylvania
$1M +$40.6K +209 +4%
TBC
1358
Ted Buchan & Co
California
$1M +$61.8K +318 +6%
PA
1359
PFG Advisors
Arizona
$999K +$244K +1,255 +26%
APW
1360
Austin Private Wealth
Texas
$995K -$286K -1,472 -20%
BCM
1361
Berbice Capital Management
New York
$992K +$111K +572 +11%
AA
1362
ALPS Advisors
Colorado
$990K +$313K +1,613 +37%
CM
1363
Capula Management
Cayman Islands
$990K +$1.16M +5,964 New
FW
1364
FullCircle Wealth
Texas
$986K +$6.22K +32 +0.5%
SFA
1365
Souders Financial Advisors
Ohio
$986K -$48.8K -251 -4%
CA
1366
Crumly & Associates
Illinois
$985K +$34.4K +177 +3%
PWM
1367
Perigon Wealth Management
California
$980K +$191K +983 +20%
SEIA
1368
Signature Estate & Investment Advisors
California
$980K -$71.3K -367 -6%
MSAM
1369
Moloney Securities Asset Management
Missouri
$979K +$57.1K +294 +5%
RCM
1370
Riverpark Capital Management
New York
$978K +$237K +1,220 +26%
MWA
1371
Moser Wealth Advisors
Washington
$969K +$865K +4,450 +320%
PBK
1372
Peoples Bank (Kansas)
Kansas
$967K – – –
LCGC
1373
Legacy Capital Group California
California
$964K +$77.3K +398 +7%
IA
1374
IFG Advisory
Georgia
$962K -$6.8K -35 -0.6%
OCM
1375
Orleans Capital Management
Louisiana
$958K +$16.3K +84 +1%