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Name Holding Trade Value Shares
Change
Change in
Stake
WFI
826
West Family Investments
California
$216K +$237K +2,116 New
SSA
827
South Street Advisors
New York
$214K
BWA
828
Basecamp Wealth Advisors
Washington
$212K -$1.23K -11 -0.5%
CA
829
CoreCap Advisors
Michigan
$211K +$55.8K +498 +32%
LWM
830
LeConte Wealth Management
Tennessee
$210K -$8.75K -78 -4%
AWP
831
Abacus Wealth Partners
California
$209K +$230K +2,049 New
CIM
832
Cambria Investment Management
California
$207K -$11K -98 -5%
RFWA
833
RPg Family Wealth Advisory
Massachusetts
$207K
PPC
834
Park Place Capital
Alabama
$206K -$45.5K -406 -17%
KJWM
835
Kiley Juergens Wealth Management
Washington
$206K
MUAMU
836
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$204K -$897K -8,000 -80%
CCI
837
Credit Capital Investments
New Jersey
$204K
JSC
838
Jackson Square Capital
California
$204K
PGAM
839
Princeton Global Asset Management
New Jersey
$202K
GG
840
Greenwood Gearhart
Arkansas
$202K +$14.6K +130 +7%
CH
841
Cromwell Holdings
Wyoming
$201K
GCM
842
Gables Capital Management
Florida
$199K
MA
843
Montag & Associates
Georgia
$198K
BTI
844
Blue Trust Inc
Georgia
$196K +$209K +1,861 +2,908%
VCM
845
Versant Capital Management
Arizona
$195K -$23.2K -207 -10%
BWL
846
Bogart Wealth LLC
Virginia
$191K +$96.2K +858 +84%
ISWM
847
Intesa Sanpaolo Wealth Management
$183K +$58.9K +525 +41%
Bessemer Group
848
Bessemer Group
New Jersey
$176K -$5.16K -46 -3%
PWPS
849
Pinnacle Wealth Planning Services
Ohio
$171K
CWIG
850
Chung Wu Investment Group
Texas
$163K -$575K -5,130 -76%