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Name Holding Trade Value Shares
Change
Change in
Stake
CP
801
Castleview Partners
Texas
$232K -$231K -2,015 -48%
BJL
802
Brighton Jones LLC
Washington
$232K +$245K +2,140 New
LWM
803
LeConte Wealth Management
Tennessee
$232K +$245K +2,138 New
CIM
804
Cambria Investment Management
California
$232K +$244K +2,135 New
VCM
805
Versant Capital Management
Arizona
$230K +$41.8K +365 +21%
MAS
806
Meeder Advisory Services
Ohio
$230K +$242K +2,117 New
PWM
807
Perigon Wealth Management
California
$230K +$242K +2,116 New
AC
808
Avestar Capital
New York
$229K +$241K +2,108 New
SSA
809
South Street Advisors
New York
$228K +$241K +2,102 New
IFG
810
Independent Financial Group
California
$228K -$59.3K -518 -20%
STA
811
Summit Trail Advisors
New York
$228K +$240K +2,097 New
OP
812
Oslo Pensjonsforsikring
$228K +$240K +2,100 New
WFA
813
Wellspring Financial Advisors
Ohio
$227K -$227K -1,986 -49%
BWA
814
Basecamp Wealth Advisors
Washington
$227K – – –
GVAG
815
Great Valley Advisor Group
Delaware
$224K +$237K +2,067 New
HI
816
Horizon Investments
North Carolina
$223K +$76.3K +667 +48%
AssetMark Inc
817
AssetMark Inc
California
$222K -$66K -577 -22%
RFWA
818
RPg Family Wealth Advisory
Massachusetts
$220K +$232K +2,028 New
V
819
ViaWealth
Kansas
$220K +$232K +2,025 New
ECA
820
Elevate Capital Advisors
Colorado
$220K +$232K +2,023 New
KJWM
821
Kiley Juergens Wealth Management
Washington
$219K +$231K +2,019 New
CCI
822
Credit Capital Investments
New Jersey
$217K +$229K +2,000 New
JSC
823
Jackson Square Capital
California
$217K +$229K +2,000 New
KA
824
Kovack Advisors
Florida
$215K +$223K +1,948 New
PGAM
825
Princeton Global Asset Management
New Jersey
$215K – – –