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Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
1476
First Command Advisory Services
Texas
$838K +$557K +350 +493%
LCM
1477
Lazari Capital Management
California
$836K +$43K +27 +7%
RIA
1478
Regal Investment Advisors
Michigan
$835K +$256K +161 +62%
RMAM
1479
Raab & Moskowitz Asset Management
New Jersey
$834K -$7.96K -5 -1%
KWM
1480
Keebeck Wealth Management
Illinois
$832K +$247K +155 +59%
BPCE
1481
Bank Pictet & Cie (Europe)
Germany
$830K +$49.3K +31 +8%
SFG
1482
Shum Financial Group
California
$826K +$242K +152 +58%
BWM
1483
Bulltick Wealth Management
Florida
$826K +$661K +415 New
GWM
1484
GDS Wealth Management
Texas
$824K +$317K +199 +93%
SP
1485
SmartHarvest Portfolios
Washington
$822K -$14.3K -9 -2%
EF
1486
Evanson Financial
Virginia
$822K +$657K +413 New
TCWM
1487
Total Clarity Wealth Management
Illinois
$820K -$215K -135 -25%
VAG
1488
VisionPoint Advisory Group
Texas
$820K +$156K +98 +31%
AMPWP
1489
Alvarez & Marsal Private Wealth Partners
Florida
$820K +$656K +412 New
SAG
1490
SageView Advisory Group
California
$816K +$131K +82 +25%
TWM
1491
Tradition Wealth Management
Minnesota
$816K +$71.6K +45 +12%
GCM
1492
Greenland Capital Management
New York
$816K +$653K +410 New
VW
1493
Vantus Wealth
Pennsylvania
$814K +$651K +409 New
VVP
1494
Venture Visionary Partners
Ohio
$812K -$27.1K -17 -4%
HFO
1495
Heritage Family Offices
Arizona
$811K -$328K -206 -34%
PEWA
1496
Pacific Excel Wealth Advisors
California
$811K -$90.7K -57 -12%
CT
1497
Caldwell Trust
Florida
$810K +$3.18K +2 +0.5%
EFG
1498
Everhart Financial Group
Ohio
$808K -$50.9K -32 -7%
WCA
1499
Whetstone Capital Advisors
Kansas
$808K +$646K +406 New
KIA
1500
Knollwood Investment Advisory
Maryland
$806K +$47.8K +30 +8%