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Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
1201
Fort Point Capital Partners
California
$496K +$208K +877 +57%
TCA
1202
Transcend Capital Advisors
New Jersey
$495K -$264K -1,114 -32%
FCP
1203
Fidelis Capital Partners
Florida
$492K +$2.37K +10 +0.4%
AWA
1204
Ark Wealth Advisors
California
$491K +$222K +937 +64%
FFA
1205
Fortune Financial Advisors
Kansas
$490K +$3.32K +14 +0.6%
CIAS
1206
Capital Investment Advisory Services
North Carolina
$488K -$149K -629 -21%
SAM
1207
Simplify Asset Management
Nevada
$488K +$26.8K +113 +5%
CFFP
1208
Center for Financial Planning
Michigan
$486K +$86.5K +365 +18%
CA
1209
Claro Advisors
Massachusetts
$484K +$144K +606 +34%
BHWM
1210
Bar Harbor Wealth Management
New Hampshire
$484K -$260K -1,096 -32%
PPA
1211
Painted Porch Advisors
California
$483K -$2.37K -10 -0.4%
PCM
1212
Penserra Capital Management
California
$483K -$6.4K -27 -1%
IAS
1213
Integrity Advisory Solutions
Texas
$481K – – –
CAM
1214
Congress Asset Management
Massachusetts
$481K -$197K -831 -26%
BAG
1215
Bauman Advisory Group
Nevada
$479K +$206K +869 +59%
PFBT
1216
Parkside Financial Bank & Trust
Missouri
$477K +$47.6K +201 +9%
CIA
1217
Cape Investment Advisory
Georgia
$475K -$130K -548 -19%
AG
1218
Algert Global
California
$474K -$5.6M -23,649 -91%
CHWM
1219
Cauble & Harre Wealth Management
Missouri
$473K -$492K -2,076 -47%
CCA
1220
Checchi Capital Advisers
California
$472K -$117K -493 -18%
MHC
1221
Meyer Handelman Company
New York
$472K -$2.75M -11,611 -83%
BRWA
1222
B. Riley Wealth Advisors
Florida
$471K -$98.1K -414 -15%
Edgewood Management
1223
Edgewood Management
Connecticut
$470K – – –
GPWA
1224
Gaddis Premier Wealth Advisors
Oklahoma
$469K +$18.7K +79 +4%
TPCW
1225
TD Private Client Wealth
New York
$469K +$92.6K +391 +21%