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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1226
Cypress Wealth Services
California
$272K -$50.9K -442 -16%
WWG
1227
West Wealth Group
California
$272K +$3.22K +28 +1%
SA
1228
Sovran Advisors
California
$271K -$691 -6 -0.3%
RG
1229
Renaissance Group
Kentucky
$271K – – –
BWP
1230
BSW Wealth Partners
Colorado
$271K +$43.5K +378 +20%
SIA
1231
Sovereign Investment Advisors
Arizona
$270K – – –
LC
1232
Legacy CG
Texas
$270K – – –
LAM
1233
Longboard Asset Management
Arizona
$270K – – –
FBB
1234
Fulton Breakefield Broenniman
Maryland
$270K +$6.91K +60 +3%
CAL
1235
Capital Advisors Ltd
Ohio
$269K +$2.3K +20 +0.9%
SLWA
1236
San Luis Wealth Advisors
California
$268K +$230 +2 +0.1%
CSA
1237
Cottage Street Advisors
Massachusetts
$267K – – –
JDLA
1238
J. Derek Lewis & Associates
California
$266K – – –
SFG
1239
Sunburst Financial Group
Alabama
$266K -$50.4K -438 -16%
I
1240
InvesTrust
Oklahoma
$266K +$261K +2,266 New
PWP
1241
Precedent Wealth Partners
Texas
$265K -$187K -1,625 -42%
WPP
1242
Whalerock Point Partners
Rhode Island
$265K – – –
AA
1243
ABC Arbitrage
France
$264K +$259K +2,249 New
GBT
1244
Grove Bank & Trust
Florida
$263K +$182K +1,585 +240%
SPFA
1245
Summit Place Financial Advisors
New Jersey
$262K -$22.1K -192 -8%
CFO
1246
CVA Family Office
Colorado
$261K +$1.61K +14 +0.6%
LFA
1247
Legacy Financial Advisors
Kentucky
$261K -$3.45K -30 -1%
FF
1248
Financial Futures
New Jersey
$261K +$460 +4 +0.2%
SC
1249
Scotia Capital
Ontario, Canada
$260K – – –
BCFD
1250
Boit C.F. David
$258K – – –