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Name Holding Trade Value Shares
Change
Change in
Stake
BPCE
1476
Bank Pictet & Cie (Europe)
Germany
$510K -$204K -149 -28%
PWC
1477
Pathfinder Wealth Consulting
North Carolina
$510K -$31.5K -23 -6%
EAP
1478
Elevation Advisory Partners
Florida
$509K +$480K +350 New
WE
1479
Wealth Effects
Massachusetts
$509K – – –
EWA
1480
Evolution Wealth Advisors
Florida
$505K – – –
PWP
1481
Phillips Wealth Planners
Mississippi
$504K -$2.74K -2 -0.6%
RP
1482
Riverwater Partners
Wisconsin
$503K -$8.22K -6 -2%
JWM
1483
Jacksonville Wealth Management
Florida
$503K – – –
LFIA
1484
Legacy Financial Independent Advisors
Kentucky
$503K +$522K +381 New
GCP
1485
GSA Capital Partners
United Kingdom
$502K +$521K +380 New
TCOO
1486
Trust Company of Oklahoma
Oklahoma
$502K +$60.3K +44 +13%
AIP
1487
ARS Investment Partners
New York
$502K – – –
SWGC
1488
Summit Wealth Group (Colorado)
Colorado
$501K +$111K +81 +27%
KDA
1489
Kraft Davis & Associates
Missouri
$500K +$43.9K +32 +10%
YWS
1490
Yarger Wealth Strategies
Ohio
$499K +$32.9K +24 +7%
OWA
1491
Opal Wealth Advisors
New York
$499K -$30.1K -22 -6%
KFGK
1492
Keystone Financial Group (Kentucky)
Kentucky
$498K +$26K +19 +5%
BAM
1493
BOS Asset Management
Illinois
$498K – – –
LIM
1494
Letson Investment Management
Georgia
$497K – – –
QCIG
1495
Quad-Cities Investment Group
Iowa
$496K -$15.1K -11 -3%
KIA
1496
Knollwood Investment Advisory
Maryland
$495K – – –
AWM
1497
Accurate Wealth Management
Florida
$495K +$116K +85 +34%
WAU
1498
Wellington-Altus USA
Manitoba, Canada
$493K +$52.1K +38 +18%
CAI
1499
Capital Advisors Inc
Oklahoma
$493K +$98.7K +72 +24%
Verition Fund Management
1500
Verition Fund Management
Connecticut
$491K -$20.4M -14,880 -98%