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Name Holding Trade Value Shares
Change
Change in
Stake
WJA
1501
Willis Johnson & Associates
Texas
$343K +$7.3K +7 +2%
FWM
1502
FMB Wealth Management
California
$341K – – –
AWM
1503
Activest Wealth Management
Florida
$340K +$82.4K +79 +33%
S
1504
ShariaPortfolio
Florida
$338K -$64.7K -62 -16%
AFM
1505
Aspetuck Financial Management
Connecticut
$338K – – –
FTWA
1506
Fifth Third Wealth Advisors
Ohio
$338K +$32.3K +31 +11%
AFT
1507
Alpha Family Trust
California
$337K – – –
HPM
1508
Hoxton Planning & Management
West Virginia
$337K +$97K +93 +42%
WP
1509
Westmount Partners
California
$336K – – –
PIA
1510
Pinion Investment Advisors
Kansas
$336K +$83.5K +80 +34%
SDWMA
1511
Schneider Downs Wealth Management Advisors
Pennsylvania
$332K +$323K +310 New
TVPW
1512
Third View Private Wealth
Connecticut
$332K +$323K +310 New
MAS
1513
Meeder Advisory Services
Ohio
$331K -$97K -93 -23%
JTWM
1514
Jackson Thornton Wealth Management
Alabama
$330K – – –
JIC
1515
Joel Isaacson & Co
New York
$328K +$85.5K +82 +36%
S
1516
Sunpointe
Missouri
$327K +$16.7K +16 +6%
TGAM
1517
TBH Global Asset Management
Tennessee
$327K +$318K +305 New
SWA
1518
Strategies Wealth Advisors
Michigan
$326K +$12.5K +12 +4%
QPBE
1519
Quintet Private Bank (Europe)
Luxembourg
$326K -$15.6K -15 -5%
BP
1520
BBR Partners
New York
$325K – – –
PWM
1521
Purus Wealth Management
California
$325K +$5.22K +5 +2%
VCP
1522
Verus Capital Partners
Arizona
$324K +$80.3K +77 +34%
Renaissance Technologies
1523
Renaissance Technologies
New York
$323K +$313K +300 New
SPW
1524
Signet Private Wealth
Illinois
$323K +$315K +302 New
PAS
1525
Parsonex Advisory Services
Colorado
$323K -$27.1K -26 -8%