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Name Holding Trade Value Shares
Change
Change in
Stake
GCS
1051
Gordian Capital (Singapore)
Singapore
$242K -$113K -570 -32%
PJWM
1052
Philip James Wealth Mangement
Georgia
$241K -$52.7K -266 -18%
DCM
1053
DGS Capital Management
New Jersey
$241K +$23.2K +117 +11%
WTC
1054
WhitTier Trust Company
Nevada
$241K +$60.6K +306 +34%
FF
1055
Francis Financial
$240K +$124K +627 New
MWM
1056
Modern Wealth Management
Kansas
$239K +$242K +1,221 New
SW
1057
Simplicity Wealth
New Jersey
$238K -$201K -1,013 -45%
HBT
1058
Heartland Bank & Trust
Illinois
$238K +$4.56K +23 +2%
APW
1059
Aventura Private Wealth
Florida
$238K -$991 -5 -0.4%
KeyBank National Association
1060
KeyBank National Association
Ohio
$237K +$32.9K +166 +16%
CCA
1061
Childress Capital Advisors
Texas
$237K +$239K +1,208 New
CSPIA
1062
Cary Street Partners Investment Advisory
Virginia
$236K +$44K +222 +23%
CAG
1063
Csenge Advisory Group
Florida
$235K -$536K -2,703 -69%
CAM
1064
Cidel Asset Management
Ontario, Canada
$233K -$31.3K -158 -12%
RSWM
1065
Robertson Stephens Wealth Management
California
$231K -$87.2K -440 -27%
MCA
1066
Magnolia Capital Advisors
Mississippi
$230K +$232K +1,172 New
GH
1067
GAM Holding
Switzerland
$229K +$232K +1,170 New
FCM
1068
Fourpath Capital Management
Oklahoma
$229K +$231K +1,168 New
TCM
1069
TABR Capital Management
California
$228K +$228K +1,151 New
SC
1070
Steph & Co
Wisconsin
$227K
CPA
1071
Capital Planning Advisors
California
$227K +$396 +2 +0.2%
HW
1072
Hamilton Wealth
California
$225K +$21.8K +110 +11%
PIM
1073
Penobscot Investment Management
Massachusetts
$225K
CG
1074
Clarus Group
Texas
$225K +$198 +1 +0.1%
GSEP
1075
Golden State Equity Partners
California
$224K +$227K +1,144 New