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Name Holding Trade Value Shares
Change 		Change in
Stake
WR
976
WD Rutherford
Oregon
$312K +$30.2K +8 +10%
PHAM
977
Palisades Hudson Asset Management
Florida
$312K – – –
LWM
978
LongView Wealth Management
Georgia
$310K – – –
VFA
979
Valeo Financial Advisors
Indiana
$309K -$7.56K -2 -2%
CCC
980
Compass Capital Corp
Massachusetts
$309K – – –
HH
981
Hilltop Holdings
Texas
$309K -$1.96M -518 -85%
SCP
982
Sivia Capital Partners
California
$309K -$310K -82 -47%
QWP
983
Quotient Wealth Partners
Texas
$308K -$11.3K -3 -3%
FCM
984
Fire Capital Management
California
$305K – – –
FWTB
985
First Western Trust Bank
Colorado
$305K – – –
SIA
986
SkyView Investment Advisors
New Jersey
$305K – – –
MAM
987
McLean Asset Management
Virginia
$301K -$7.56K -2 -2%
SHFG
988
S Harris Financial Group
Texas
$298K +$332K +88 New
HBW
989
Hazlett, Burt & Watson
West Virginia
$298K -$3.78K -1 -1%
GDP
990
Great Diamond Partners
Maine
$295K -$15.1K -4 -4%
PL
991
Plancorp LLC
Missouri
$295K -$7.56K -2 -2%
KFP
992
Kerr Financial Planning
California
$292K -$30.2K -8 -9%
AWM
993
Aprio Wealth Management
Georgia
$292K -$26.4K -7 -8%
GWA
994
Gratus Wealth Advisors
Virginia
$292K -$26.4K -7 -8%
PWPS
995
Pinnacle Wealth Planning Services
Ohio
$292K – – –
SPC
996
Sigma Planning Corp
Michigan
$292K +$11.3K +3 +4%
FMI
997
F/M Investments
District of Columbia
$292K +$45.3K +12 +16%
RPC
998
Rossmore Private Capital
Connecticut
$292K +$325K +86 New
FIA
999
Foundations Investment Advisors
Arizona
$289K -$276K -73 -46%
OIA
1000
OneDigital Investment Advisors
Kansas
$288K -$106K -28 -25%
38 39
40
41 42