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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
751
Prospera Financial Services
Texas
$220K -$1.63M -6,345 -87%
APW
752
Acima Private Wealth
Virginia
$220K – – –
SIC
753
Sigma Investment Counselors
Michigan
$219K -$10.8K -42 -4%
GWM
754
Gitterman Wealth Management
New Jersey
$218K +$234K +909 New
FAIM
755
Financial Advocates Investment Management
Washington
$217K -$1.01M -3,928 -81%
AA
756
Auxano Advisors
Washington
$216K +$5.91K +23 +3%
CGIM
757
Cannon Global Investment Management
Florida
$216K +$231K +900 New
AWA
758
Arkadios Wealth Advisors
Georgia
$215K -$127K -494 -36%
CWM
759
Cedar Wealth Management
California
$215K – – –
RP
760
Rowlandmiller & Partners
Georgia
$215K +$59.1K +230 +35%
DCM
761
Dupont Capital Management
Delaware
$214K -$501K -1,947 -69%
WA
762
Waddell & Associates
Tennessee
$213K – – –
SWA
763
Sutton Wealth Advisors
Florida
$213K -$1.29K -5 -0.6%
GWSG
764
GPS Wealth Strategies Group
Colorado
$211K -$34.7K -135 -13%
JIC
765
Joel Isaacson & Co
New York
$211K – – –
LFASL
766
Lugano Financial Advisors SA (LFA)
Switzerland
$211K – – –
Koshinski Asset Management
767
Koshinski Asset Management
Illinois
$210K -$10.3K -40 -4%
SWM
768
Selective Wealth Management
Virginia
$208K -$25.7K -100 -10%
Cerity Partners
769
Cerity Partners
New York
$208K +$221K +860 New
EHC
770
Everett Harris & Co
California
$207K – – –
WA
771
WealthTrust Axiom
Pennsylvania
$207K – – –
XT
772
XTX Topco
Cayman Islands
$206K -$422K -1,643 -66%
FFN
773
Focus Financial Network
Minnesota
$205K -$43.7K -170 -17%
SW
774
SVB Wealth
Massachusetts
$205K -$89.2K -347 -29%
PHS
775
Pekin Hardy Strauss
Illinois
$205K -$32.1K -125 -13%