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Name Holding Trade Value Shares
Change
Change in
Stake
AC
501
Addison Capital
Pennsylvania
$299K
IAN
502
Integrated Advisors Network
Texas
$295K -$88.8K -732 -27%
PWM
503
Purus Wealth Management
California
$289K
MAM
504
Mystic Asset Management
Rhode Island
$285K
AC
505
AlphaCore Capital
California
$280K +$225K +1,853 New
AG
506
Ascent Group
Virginia
$275K +$221K +1,817 New
WJS
507
William John Sempolinski
Massachusetts
$273K +$219K +1,802 New
WCA
508
Westover Capital Advisors
Delaware
$272K +$218K +1,800 New
CW
509
CreativeOne Wealth
Kansas
$271K -$4.73K -39 -2%
Blackstone Inc
510
Blackstone Inc
New York
$270K -$1.82M -14,997 -89%
EWA
511
EP Wealth Advisors
California
$270K -$64.7K -533 -23%
Fifth Third Bancorp
512
Fifth Third Bancorp
Ohio
$269K
VT
513
Vise Technologies
New York
$268K
GKWIM
514
Gerber Kawasaki Wealth & Investment Management
California
$266K -$18.1K -149 -8%
DCM
515
Dimension Capital Management
Florida
$264K +$212K +1,743 New
WE
516
Wealth Effects
Massachusetts
$261K +$209K +1,725 New
GVAG
517
Great Valley Advisor Group
Delaware
$261K +$209K +1,725 New
BF
518
bLong Financial
Tennessee
$259K +$208K +1,710 New
KWM
519
Kingsview Wealth Management
Oregon
$259K +$207K +1,709 New
NL
520
NWAM LLC
Washington
$257K -$14K -115 -6%
CB
521
Commerce Bank
Missouri
$257K +$207K +1,702 New
ADL
522
Asset Dedication LLC
California
$257K
CAP
523
Cordoba Advisory Partners
New York
$254K +$204K +1,682 New
QC
524
Quantessence Capital
New York
$254K +$204K +1,682 New
AF
525
Advisornet Financial
Minnesota
$254K +$11.9K +98 +6%