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Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
2226
Badgley Phelps Wealth Managers
Washington
$968K +$18.7K +46 +2%
WFC
2227
Western Financial Corp
California
$964K +$2.84K +7 +0.3%
GWANC
2228
Guardian Wealth Advisors (North Carolina)
North Carolina
$963K -$40.2K -99 -5%
PCM
2229
Palisade Capital Management
New Jersey
$961K -$30.4K -75 -4%
SHFG
2230
S Harris Financial Group
Texas
$961K -$25.6K -63 -3%
MAMU
2231
Myriad Asset Management US
Florida
$959K -$96.6K -238 -11%
SIG
2232
Sky Investment Group
Connecticut
$957K
BWA
2233
Bestgate Wealth Advisors
Maryland
$956K
EAMH
2234
Eurizon Asset Management Hungary
$955K
GCIA
2235
Gabelli & Co Investment Advisers
New York
$955K
GWM
2236
Greenline Wealth Management
Florida
$953K +$188K +464 +30%
SW
2237
SVB Wealth
Massachusetts
$952K -$20.3K -50 -2%
PCA
2238
Prosperity Capital Advisors
Ohio
$951K +$49.5K +122 +7%
FHC
2239
First Heartland Consultants
Missouri
$949K -$20.3K -50 -2%
Vanguard Global Advisers
2240
Vanguard Global Advisers
Pennsylvania
$949K -$67K -165 -8%
WT
2241
Washington Trust
Rhode Island
$949K +$2.03K +5 +0.3%
RWA
2242
Redhawk Wealth Advisors
Minnesota
$947K -$4.46K -11 -0.6%
PFG
2243
PAX Financial Group
Texas
$946K +$194K +477 +32%
MCM
2244
Monarch Capital Management
Indiana
$946K
RCG
2245
Regatta Capital Group
California
$944K -$47.1K -116 -6%
AWM
2246
Ameliora Wealth Management
Switzerland
$943K
EWA
2247
Exit Wealth Advisors
Georgia
$943K +$801K +1,975 New
FCG
2248
Fielder Capital Group
Tennessee
$942K -$202K -498 -20%
1SB
2249
1ST Source Bank
Indiana
$940K +$31.7K +78 +4%
LPT
2250
Legacy Private Trust
Wisconsin
$939K -$40.6K -100 -5%