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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1651
Defined Wealth Management
Oregon
$459K – – –
CGA
1652
Crescent Grove Advisors
Illinois
$459K +$2.95K +12 +0.6%
BCM
1653
BTR Capital Management
California
$455K – – –
MFG
1654
Merit Financial Group
Georgia
$454K -$64.5K -262 -12%
IEFM
1655
IQ EQ Fund Management
Ireland
$453K – – –
EAM
1656
Evanson Asset Management
California
$453K +$2.21K +9 +0.5%
MC
1657
Middleton & Co
Massachusetts
$451K +$57.8K +235 +15%
WANY
1658
Wealthspire Advisors (New York)
New York
$450K -$2.11M -8,571 -82%
T
1659
TOBAM
France
$449K -$40.3K -164 -8%
TFO
1660
Tarbox Family Office
California
$449K – – –
CA
1661
Continuum Advisory
Idaho
$449K +$453K +1,843 New
FFA
1662
Founders Financial Alliance
North Carolina
$448K +$8.61K +35 +2%
IBOK
1663
Independence Bank of Kentucky
Kentucky
$447K -$23.4K -95 -5%
CCA
1664
Clearwater Capital Advisors
Illinois
$447K -$246 -1 -0.1%
NG
1665
Northstar Group
New York
$447K – – –
HFM
1666
Harvest Fund Management
China
$446K -$34.2K -139 -7%
EN1L
1667
Engine No 1 LLC
California
$446K +$450K +1,831 New
CA
1668
Cornerstone Advisory
Maryland
$443K -$1.72K -7 -0.4%
LC
1669
Lindbrook Capital
California
$443K -$1.48K -6 -0.3%
SCM
1670
Spreng Capital Management
Ohio
$443K – – –
TPWA
1671
TRUE Private Wealth Advisors
Oregon
$441K -$94.5K -384 -17%
PCG
1672
Private Capital Group
Connecticut
$441K -$5.17K -21 -1%
CFGS
1673
Concourse Financial Group Securities
Alabama
$441K +$87.6K +356 +24%
SBL
1674
Sargent Bickham Lagudis
Colorado
$440K -$34.2K -139 -7%
SPI
1675
Santori & Peters Inc
Pennsylvania
$440K +$2.95K +12 +0.7%