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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1651
Wealth Advisors
California
$218K -$106K -475 -30%
APWM
1652
Atlas Private Wealth Management
New York
$218K – – –
JFGIW
1653
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$217K -$71.3K -321 -25%
GWM
1654
Greenhouse Wealth Management
Connecticut
$217K – – –
NCM
1655
Noesis Capital Mangement
Florida
$217K – – –
WLIM
1656
White Lighthouse Investment Management
Massachusetts
$216K – – –
MSE
1657
MUFG Securities EMEA
United Kingdom
$215K – – –
BCA
1658
Berman Capital Advisors
Georgia
$214K +$4.44K +20 +2%
ICG
1659
InterOcean Capital Group
Tennessee
$214K +$209K +942 New
MWM
1660
Merriman Wealth Management
Washington
$214K +$210K +944 New
SWIG
1661
Strategic Wealth Investment Group
Kentucky
$214K +$210K +945 New
MFG
1662
Merit Financial Group
Georgia
$213K -$134K -602 -39%
GKWIM
1663
Gerber Kawasaki Wealth & Investment Management
California
$213K -$42.4K -191 -17%
BPB
1664
Badgley, Phelps & Bell
Washington
$213K -$8.89K -40 -4%
TWA
1665
TCI Wealth Advisors
Arizona
$213K +$95.3K +429 +84%
SIA
1666
Soltis Investment Advisors
Utah
$212K -$26.7K -120 -11%
FMW
1667
Farr Miller & Washington
District of Columbia
$212K – – –
3F
1668
360 Financial
Minnesota
$211K – – –
HT
1669
Heritage Trust
Oklahoma
$211K +$207K +931 New
BS
1670
Boenning & Scattergood
Pennsylvania
$210K +$206K +926 New
SEIA
1671
Signature Estate & Investment Advisors
California
$210K +$206K +928 New
EI
1672
Ellevest Inc
New York
$207K -$21.8K -98 -10%
DWM
1673
Destination Wealth Management
California
$207K -$15.6K -70 -7%
JWM
1674
Janiczek Wealth Management
Colorado
$207K +$80K +360 +65%
PIM
1675
Penobscot Investment Management
Massachusetts
$206K -$44.4K -200 -18%