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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
601
Evolution Wealth Management
Florida
$304K – – –
GRP
602
Global Retirement Partners
California
$303K +$296K +2,678 New
Holocene Advisors
603
Holocene Advisors
New York
$299K +$293K +2,649 New
TCA
604
Transcend Capital Advisors
New Jersey
$296K +$35.3K +319 +14%
LFA
605
Legacy Financial Advisors
Kentucky
$295K +$1.44K +13 +0.5%
HNB
606
Hilltop National Bank
Wyoming
$295K +$884 +8 +0.3%
WAP
607
Wealthcare Advisory Partners
Pennsylvania
$295K -$17.3K -157 -6%
CA
608
Crumly & Associates
Illinois
$293K – – –
PCIG
609
Partners Capital Investment Group
Massachusetts
$291K +$285K +2,575 New
CTB
610
Country Trust Bank
Illinois
$290K +$23.8K +215 +9%
KA
611
Kovack Advisors
Florida
$289K -$5.08K -46 -2%
GKWIM
612
Gerber Kawasaki Wealth & Investment Management
California
$289K -$14.3K -129 -5%
RPGK
613
Retirement Planning Group (Kansas)
Kansas
$289K +$59.3K +537 +27%
BAAM
614
Baker Avenue Asset Management
California
$289K +$282K +2,553 New
AIP
615
Ameritas Investment Partners
Nebraska
$287K -$37.2K -337 -12%
PCM
616
Prelude Capital Management
New York
$287K +$281K +2,540 New
CI
617
Cigna Investments
Connecticut
$287K – – –
RW
618
Rockport Wealth
Ohio
$285K – – –
BFW
619
Brady Family Wealth
Missouri
$278K – – –
SSWM
620
Strait & Sound Wealth Management
California
$277K – – –
WG
621
Welch Group
Alabama
$277K – – –
SSC
622
Syverson Strege & Co
Iowa
$273K – – –
KNFPWM
623
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$271K – – –
CAG
624
Crestwood Advisors Group
Massachusetts
$271K +$265K +2,397 New
PGF
625
Plan Group Financial
Oklahoma
$271K – – –