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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1051
Teamwork Financial Advisors
Texas
$249K -$50.2K -76 -19%
AP
1052
Adero Partners
California
$249K +$217K +329 New
MKA
1053
M. Kulyk & Associates
Georgia
$248K +$217K +328 New
HW
1054
Hamilton Wealth
California
$248K -$219K -332 -50%
TCBWMS
1055
Texas Capital Bank Wealth Management Services
Texas
$248K -$21.1K -32 -9%
SB
1056
Strategic Blueprint
Georgia
$247K +$215K +326 New
PWM
1057
Purus Wealth Management
California
$247K -$10.6K -16 -5%
IAIM
1058
International Assets Investment Management
Florida
$246K -$123K -186 -36%
MA
1059
MONECO Advisors
Connecticut
$244K +$213K +323 New
QWP
1060
Quotient Wealth Partners
Texas
$244K +$213K +322 New
GWS
1061
Glassman Wealth Services
Virginia
$244K +$23.1K +35 +12%
SC
1062
Sepio Capital
Utah
$242K +$211K +320 New
UB
1063
UMB Bank
Missouri
$242K -$83.2K -126 -28%
KIA
1064
KCM Investment Advisors
California
$242K +$211K +320 New
CCG
1065
Catalina Capital Group
California
$241K +$211K +319 New
FWM
1066
FMB Wealth Management
California
$241K +$211K +319 New
AC
1067
Apella Capital
Connecticut
$239K
Fiera Capital (Canada)
1068
Fiera Capital (Canada)
Quebec, Canada
$239K -$116K -176 -36%
ST
1069
Sentinel Trust
Texas
$239K +$209K +316 New
SAM
1070
Simplify Asset Management
Nevada
$238K -$30.4K -46 -13%
AFT
1071
Alpha Family Trust
California
$238K +$208K +315 New
AL
1072
Aspiriant LLC
California
$238K +$207K +314 New
HWM
1073
Hemington Wealth Management
Virginia
$236K +$206K +312 New
W
1074
WorthPointe
California
$234K +$204K +309 New
AWM
1075
Angeles Wealth Management
California
$232K -$46.9K -71 -19%