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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1551
Poinciana Advisors Group
Florida
$334K +$381K +1,374 New
FFA
1552
Fi3 Financial Advisors
Indiana
$333K +$190K +687 +100%
QWM
1553
Quadcap Wealth Management
Texas
$333K +$34.1K +123 +10%
JWM
1554
Jeppson Wealth Management
California
$332K -$8.59K -31 -2%
AAA
1555
American Alpha Advisors
New York
$332K +$198K +715 +110%
PCP
1556
Perbak Capital Partners
United Kingdom
$332K +$193K +696 +104%
SageView Advisory Group
1557
SageView Advisory Group
California
$330K -$574K -2,073 -60%
MNBTD
1558
Moody National Bank Trust Division
Texas
$329K +$32.1K +116 +9%
TW
1559
TritonPoint Wealth
Maryland
$329K -$1.71M -6,180 -82%
GSB
1560
Greenfield Savings Bank
Massachusetts
$329K -$50.7K -183 -12%
WI
1561
WrapManager Inc
California
$327K -$72.6K -262 -16%
Obermeyer Wealth Partners
1562
Obermeyer Wealth Partners
Colorado
$327K +$53.2K +192 +17%
KP
1563
Keel Point
Alabama
$325K -$184K -665 -33%
DLCIG
1564
D.L. Carlson Investment Group
New Hampshire
$325K -$81.4K -294 -18%
PCG
1565
Prosperity Consulting Group
Maryland
$324K -$293K -1,057 -44%
TBA
1566
Tower Bridge Advisors
Pennsylvania
$324K -$57.6K -208 -13%
TCWA
1567
Turtle Creek Wealth Advisors
Texas
$323K -$528K -1,906 -59%
CWM
1568
Cordatus Wealth Management
Pennsylvania
$323K – – –
SSW
1569
Smith Shellnut Wilson
Mississippi
$323K +$3.6K +13 +1%
MAWA
1570
Moss Adams Wealth Advisors
Washington
$323K +$23.8K +86 +7%
WCP
1571
Wick Capital Partners
Pennsylvania
$323K +$18.6K +67 +5%
MWA
1572
Monograph Wealth Advisors
California
$322K +$367K +1,325 New
GIM
1573
Goelzer Investment Management
Indiana
$322K -$3.93M -14,183 -91%
IIM
1574
Ipswich Investment Management
Massachusetts
$322K -$72K -260 -16%
71 West Capital Partners
1575
71 West Capital Partners
Massachusetts
$321K -$112K -406 -24%