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Name Holding Trade Value Shares
Change
Change in
Stake
WA
676
WP Advisors
California
$490K -$23.9K -150 -5%
FW
677
FirstPurpose Wealth
Utah
$490K +$148K +927 +48%
FFA
678
First Foundation Advisors
California
$488K +$73.9K +464 +20%
BCA
679
Bay Colony Advisors
Massachusetts
$486K +$2.07K +13 +0.5%
CWA
680
Clarus Wealth Advisors
Arizona
$484K +$478 +3 +0.1%
JWCA
681
J.W. Cole Advisors
Florida
$479K -$571K -3,588 -56%
GKWIM
682
Gerber Kawasaki Wealth & Investment Management
California
$476K -$3.98K -25 -0.9%
BIAS
683
Beacon Investment Advisory Services
New Jersey
$476K +$7.01K +44 +2%
RHBC
684
R.H. Bluestein & Co
Michigan
$474K -$382K -2,398 -46%
SCF
685
Sante Capital Fund
Texas
$472K +$438K +2,750 New
Carson Wealth (CWM LLC)
686
Carson Wealth (CWM LLC)
Nebraska
$464K +$10.4K +65 +2%
GL
687
Graypoint LLC
New York
$464K +$141K +886 +49%
BC
688
Burney Company
Virginia
$462K +$22.1K +139 +5%
WJWM
689
Williams Jones Wealth Management
New York
$460K +$427K +2,680 New
ASFA
690
All Season Financial Advisors
Colorado
$458K -$6.69K -42 -2%
KFS
691
Kaizen Financial Strategies
California
$452K -$35.8K -225 -8%
VHAM
692
Van Hulzen Asset Management
California
$448K +$416K +2,611 New
AC
693
Avestar Capital
New York
$447K -$1.14M -7,155 -73%
RJT
694
Raymond James Trust
Florida
$439K -$202K -1,266 -33%
CPA
695
Cardiff Park Advisors
California
$439K +$796 +5 +0.2%
GSWM
696
Golden State Wealth Management
California
$438K -$102K -640 -20%
SWM
697
Salvus Wealth Management
New Jersey
$438K +$151K +947 +59%
LC
698
Lindbrook Capital
California
$438K +$175K +1,100 +76%
CG
699
Caprock Group
Idaho
$436K -$2.55K -16 -0.6%
AWM
700
Apollon Wealth Management
South Carolina
$435K -$110K -689 -21%