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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
401
Vanguard Personalized Indexing Management
California
$439K +$17K +117 +4%
IAA
402
Independent Advisor Alliance
North Carolina
$439K +$28.1K +193 +7%
WI
403
WBI Investments
New Jersey
$434K +$447K +3,066 New
GKWIM
404
Gerber Kawasaki Wealth & Investment Management
California
$430K +$207K +1,422 +88%
CIA
405
Cladis Investment Advisory
Montana
$424K
UAG
406
United Advisor Group
Ohio
$421K +$434K +2,979 New
Brown Advisory
407
Brown Advisory
Maryland
$419K
APWM
408
Argonautica Private Wealth Management
Massachusetts
$409K +$30.4K +209 +8%
Lido Advisors
409
Lido Advisors
California
$402K +$50.2K +345 +14%
AWA
410
Arkadios Wealth Advisors
Georgia
$382K -$276K -1,897 -41%
KFP
411
Kerr Financial Planning
California
$381K +$390K +2,675 New
NG
412
Northstar Group
New York
$378K +$14.6K +100 +4%
FA
413
Fountainhead AM
New Jersey
$374K -$4.22K -29 -1%
FFN
414
Focus Financial Network
Minnesota
$373K +$23K +158 +6%
EWM
415
Empirical Wealth Management
Washington
$371K +$382K +2,623 New
CWG
416
Crown Wealth Group
North Carolina
$368K
MCP
417
Mirador Capital Partners
California
$367K +$378K +2,597 New
MWM
418
Meridian Wealth Management
Kentucky
$364K
CCM
419
Coldstream Capital Management
Washington
$360K +$71.1K +488 +24%
TWC
420
TD Waterhouse Canada
Ontario, Canada
$360K -$402K -2,762 -54%
BTI
421
Blue Trust Inc
Georgia
$359K +$21.4K +147 +6%
BAM
422
Belpointe Asset Management
Nevada
$356K
FCA
423
Fortis Capital Advisors
Kansas
$356K
HWA
424
HHM Wealth Advisors
Tennessee
$352K
HJIM
425
Henry James International Management
New York
$351K -$22.3K -153 -6%