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Name Holding Trade Value Shares
Change
Change in
Stake
WMA
2201
Wealth Management Associates
New Jersey
$503K +$131 +1 +0%
RA
2202
Riversedge Advisors
Delaware
$503K +$13.1K +100 +3%
AA
2203
Alesco Advisors
New York
$503K +$263 +2 +0.1%
CPRC
2204
Consolidated Portfolio Review Corp
New York
$502K +$269K +2,052 +121%
GB
2205
Goepper Burkhardt
South Carolina
$502K -$6.7K -51 -1%
OA
2206
Operose Advisors
Wisconsin
$498K -$394 -3 -0.1%
CPCM
2207
Cardinal Point Capital Management
Ontario, Canada
$497K -$26.3K -200 -5%
CIG
2208
Cullen Investment Group
Louisiana
$496K -$2.36K -18 -0.5%
BWG
2209
Beta Wealth Group
California
$496K +$65.4K +498 +16%
CIG
2210
Cascade Investment Group
Colorado
$494K
PAA
2211
Peregrine Asset Advisers
Oregon
$493K
WG
2212
Winton Group
United Kingdom
$493K +$483K +3,679 New
HFS
2213
Heritage Financial Services
Massachusetts
$493K -$10.2K -78 -2%
GAM
2214
GEM Asset Management
Michigan
$492K -$21K -160 -4%
RA
2215
Ruggaard & Associates
Ohio
$492K +$5.25K +40 +1%
Wolverine Trading
2216
Wolverine Trading
Illinois
$492K +$485K +3,693 New
GT
2217
GreatBanc Trust
Illinois
$491K +$481K +3,665 New
LCWP
2218
Legacy Capital Wealth Partners
Arkansas
$491K -$321K -2,447 -40%
RWM
2219
Revisor Wealth Management
Ohio
$491K -$47.9K -365 -9%
TWM
2220
Thrive Wealth Management
Pennsylvania
$491K -$4.99K -38 -1%
CAL
2221
Capital Advisors Ltd
Ohio
$490K -$5.51K -42 -1%
SPWM
2222
Straight Path Wealth Management
Michigan
$488K +$479K +3,647 New
WWM
2223
Whalen Wealth Management
Nevada
$488K +$25.9K +197 +6%
CA
2224
Claro Advisors
Massachusetts
$488K -$151K -1,152 -24%
ECA
2225
Elevated Capital Advisors
Utah
$487K +$50K +381 +12%