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Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
501
Parisi Gray Wealth Management
New Jersey
$622K +$144K +451 +52%
EWA
502
Exencial Wealth Advisors
Oklahoma
$619K +$421K +1,317 New
CCP
503
Corient Capital Partners
California
$614K +$39.3K +123 +10%
PFA
504
Pinnacle Family Advisors
Missouri
$602K – – –
MIM
505
Moseley Investment Management
Florida
$601K -$67.8K -212 -14%
MWM
506
Mission Wealth Management
California
$600K +$50.2K +157 +14%
KeyBank National Association
507
KeyBank National Association
Ohio
$593K -$738K -2,307 -65%
MMA
508
Miracle Mile Advisors
California
$593K -$98.5K -308 -20%
GIA
509
Gladstone Institutional Advisory
Florida
$593K +$404K +1,262 New
WP
510
WealthPLAN Partners
Nebraska
$592K -$32K -100 -7%
CAGAS
511
Capital Advisory Group Advisory Services
Minnesota
$592K +$10.9K +34 +3%
TA
512
Tiedemann Advisors
New York
$588K -$7.67K -24 -2%
CGH
513
Crossmark Global Holdings
Texas
$583K +$3.2K +10 +0.8%
WF
514
Welch & Forbes
Massachusetts
$579K – – –
BJL
515
Brighton Jones LLC
Washington
$576K -$80.9K -253 -17%
MMG
516
Monetary Management Group
Missouri
$574K +$390K +1,220 New
Northwestern Mutual Wealth Management
517
Northwestern Mutual Wealth Management
Wisconsin
$565K +$358K +1,121 +1,401%
TYCC
518
Texas Yale Capital Corp
Florida
$564K – – –
SFG
519
Sowa Financial Group
Rhode Island
$553K +$138K +430 +58%
BWP
520
Baldwin Wealth Partners
Massachusetts
$548K – – –
SWMG
521
Strategic Wealth Management Group
Maryland
$547K -$134K -419 -26%
Koshinski Asset Management
522
Koshinski Asset Management
Illinois
$540K -$9.27K -29 -3%
FM
523
Family Management
New York
$535K +$45.4K +142 +14%
PJB
524
Paul John Balson
California
$534K +$14.4K +45 +4%
RCAG
525
Rehmann Capital Advisory Group
Michigan
$534K +$363K +1,135 New