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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
501
HCR Wealth Advisors
California
$316K -$200 -2 -0.1%
IAA
502
Independent Advisor Alliance
North Carolina
$315K -$5.19K -52 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
503
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$314K -$409K -4,098 -58%
SLWA
504
San Luis Wealth Advisors
California
$314K +$300K +3,006 New
BA
505
Brightwater Advisory
Florida
$313K
CA
506
Crumly & Associates
Illinois
$312K +$798 +8 +0.3%
DSC
507
Duncker Streett & Co
Missouri
$311K
SWM
508
Segment Wealth Management
Texas
$307K +$10.3K +103 +4%
PI
509
PFG Investments
New York
$306K +$998 +10 +0.3%
LA
510
LVW Advisors
New York
$305K +$10.9K +109 +4%
ATPW
511
Ashton Thomas Private Wealth
Arizona
$304K +$291K +2,917 New
PCM
512
Permanent Capital Management
Illinois
$303K +$290K +2,903 New
AIP
513
Ameritas Investment Partners
Nebraska
$300K -$10.3K -103 -3%
TCWA
514
Turtle Creek Wealth Advisors
Texas
$300K +$287K +2,872 New
Envestnet Portfolio Solutions
515
Envestnet Portfolio Solutions
Illinois
$300K -$6.19M -62,016 -96%
GKWIM
516
Gerber Kawasaki Wealth & Investment Management
California
$297K +$1.7K +17 +0.6%
SSWM
517
Strait & Sound Wealth Management
California
$294K
EFA
518
Edge Financial Advisors
Illinois
$294K
ACA
519
Aptus Capital Advisors
Alabama
$291K -$20.6K -206 -7%
NWAG
520
Net Worth Advisory Group
Utah
$289K -$37K -371 -12%
KCPG
521
Kavar Capital Partners Group
Kansas
$289K +$898 +9 +0.3%
WAP
522
Wealthcare Advisory Partners
Pennsylvania
$287K +$275K +2,753 New
CSIC
523
Clifford Swan Investment Counsel
California
$287K -$100 -1 -0%
CPIG
524
Chicago Partners Investment Group
Illinois
$286K +$49.2K +493 +22%
VFA
525
Valeo Financial Advisors
Indiana
$285K +$2.3K +23 +0.8%