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Name Holding Trade Value Shares
Change
Change in
Stake
GA
626
Geller Advisors
New York
$370K -$98.3K -125 -20%
HI
627
Harrington Investments
California
$370K
FOA
628
Five Oceans Advisors
California
$366K +$386K +491 New
WCAMG
629
Woodard & Company Asset Management Group
North Carolina
$363K +$5.5K +7 +1%
MNBTD
630
Moody National Bank Trust Division
Texas
$362K -$44K -56 -10%
Charles Schwab
631
Charles Schwab
California
$361K -$46.4K -59 -11%
AR
632
Advisory Research
Illinois
$359K +$50.3K +64 +15%
VFA
633
Values First Advisors
Tennessee
$355K -$41.7K -53 -10%
QAM
634
Q3 Asset Management
Michigan
$353K -$8.65K -11 -2%
HCA
635
Harbour Capital Advisors
Virginia
$350K +$21.2K +27 +6%
MPCG
636
Matrix Private Capital Group
New York
$349K +$14.9K +19 +4%
IWM
637
IHT Wealth Management
Illinois
$346K -$108K -137 -23%
WS
638
Wedbush Securities
California
$346K -$3.14K -4 -0.9%
BBW
639
Blue Barn Wealth
Utah
$346K +$365K +464 New
WGAM
640
Wilkinson Global Asset Management
New York
$343K
KPW
641
Kore Private Wealth
New York
$342K +$108K +137 +43%
HIC
642
Holderness Investments Company
North Carolina
$339K +$7.86K +10 +2%
CAAS
643
Capital Asset Advisory Services
Michigan
$338K -$169K -215 -32%
BOPW
644
Brandywine Oak Private Wealth
Pennsylvania
$338K -$49.5K -63 -12%
RC
645
Roundview Capital
New Jersey
$336K
OWA
646
Opal Wealth Advisors
New York
$331K +$18.1K +23 +5%
IFWM
647
Institute for Wealth Management
Colorado
$330K -$4.72K -6 -1%
WANY
648
Wealthspire Advisors (New York)
New York
$330K +$348K +443 New
CCP
649
Cardan Capital Partners
Colorado
$329K
SF
650
Summit Financial
New Jersey
$329K +$347K +441 New