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Name Holding Trade Value Shares
Change
Change in
Stake
Destination Wealth Management
1526
Destination Wealth Management
California
$346K -$94.7K -342 -19%
BCG
1527
Breakwater Capital Group
New Jersey
$345K +$62.9K +227 +19%
AWM
1528
Ariadne Wealth Management
California
$344K +$393K +1,417 New
CM
1529
Cercano Management
Washington
$343K – – –
CPA
1530
Capital Performance Advisors
California
$343K -$139K -503 -26%
LI
1531
LRI Investments
Florida
$342K -$130K -469 -25%
FMN
1532
Financial Management Network
California
$342K -$27.7K -100 -6%
AIM
1533
Alhambra Investment Management
Florida
$342K +$16.6K +60 +4%
CWM
1534
Cornerstone Wealth Management
Missouri
$342K +$61.8K +223 +19%
FOFP
1535
Fee-Only Financial Planning
South Carolina
$342K – – –
NRC
1536
New Republic Capital
North Carolina
$342K +$82.8K +299 +27%
IWA
1537
Icon Wealth Advisors
Texas
$341K -$1.28M -4,605 -77%
PWAM
1538
Pinnacle West Asset Management
Wyoming
$341K +$6.37K +23 +2%
GBT
1539
Grove Bank & Trust
Florida
$340K -$560K -2,020 -59%
SC
1540
Sierra Capital
Florida
$339K -$6.09K -22 -2%
BAM
1541
Bellevue Asset Management
Washington
$338K -$41K -148 -10%
SFG
1542
Synergy Financial Group
California
$338K +$16.6K +60 +5%
HighPoint Advisor Group
1543
HighPoint Advisor Group
Illinois
$337K -$2.62M -9,445 -87%
SIG
1544
Sargent Investment Group
Maryland
$337K -$15.2K -55 -4%
Defiance ETFs
1545
Defiance ETFs
New York
$337K +$384K +1,387 New
YP
1546
YANKCOM Partnership
South Dakota
$336K +$25.5K +92 +7%
AF
1547
Advisornet Financial
Minnesota
$335K -$92.5K -334 -19%
Chilton Investment Company
1548
Chilton Investment Company
Connecticut
$335K +$382K +1,380 New
HPC
1549
Hobart Private Capital
North Carolina
$335K -$849K -3,065 -69%
PL
1550
PeakShares LLC
Florida
$334K +$102K +368 +37%