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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
601
Dynasty Wealth Management
Florida
$433K +$709 +4 +0.2%
UCFA
602
United Capital Financial Advisors
Texas
$431K -$72.9K -411 -16%
DF
603
Dunhill Financial
United Kingdom
$430K
VA
604
VestGen Advisors
Illinois
$428K +$16.3K +92 +5%
UB
605
UMB Bank
Missouri
$418K -$4.43K -25 -1%
Chevy Chase Trust
606
Chevy Chase Trust
Maryland
$417K -$118K -666 -25%
EP
607
Evelyn Partners
$413K +$355K +2,000 New
AC
608
AlphaCore Capital
California
$412K -$416K -2,346 -54%
GT
609
Greenleaf Trust
Michigan
$408K -$19.3K -109 -5%
JWWM
610
Johnson & White Wealth Management
Pennsylvania
$407K -$17.4K -98 -5%
KWA
611
Kingswood Wealth Advisors
California
$405K +$28.9K +163 +9%
FA
612
Fiducient Advisors
Illinois
$405K
EH
613
Equitable Holdings
New York
$400K -$42.4K -239 -11%
FFA
614
Founders Financial Alliance
North Carolina
$393K
Loomis, Sayles & Company
615
Loomis, Sayles & Company
Massachusetts
$392K +$337K +1,902 New
RA
616
Resolute Advisors
California
$391K +$336K +1,897 New
EFG
617
Everhart Financial Group
Ohio
$391K +$14K +79 +4%
WRPWM
618
Werba Rubin Papier Wealth Management
California
$387K -$5.14K -29 -2%
JWCA
619
J.W. Cole Advisors
Florida
$385K -$147K -829 -31%
TBT
620
Texas Bank & Trust
Texas
$382K -$70.9K -400 -18%
SAM
621
SP Asset Management
California
$382K
RWP
622
Revolve Wealth Partners
New Jersey
$381K +$328K +1,848 New
NAM
623
NorthCrest Asset Manangement
Minnesota
$381K +$22K +124 +8%
XWL
624
XXI Wealth LLC
Illinois
$374K -$74.6K -421 -19%
AIC
625
Archer Investment Corporation
Indiana
$373K +$35.5K +200 +12%