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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
826
Checchi Capital Advisers
California
$361K -$15.5K -272 -4%
WSFS
827
Wilmington Savings Fund Society
Delaware
$361K +$14K +246 +4%
LS
828
Livforsakringsbolaget Skandia
Sweden
$358K – – –
CFO
829
Callan Family Office
Pennsylvania
$357K +$355K +6,228 New
QC
830
Quent Capital
New York
$357K -$15.5K -273 -4%
WCF
831
West Coast Financial
California
$356K -$66.3K -1,164 -16%
RPGK
832
Retirement Planning Group (Kansas)
Kansas
$353K +$48.1K +845 +16%
LC
833
Lindbrook Capital
California
$345K +$10.5K +184 +3%
KWM
834
Kolinsky Wealth Management
New Jersey
$342K +$41.1K +722 +14%
OPOWM
835
One Plus One Wealth Management
Florida
$340K +$65K +1,141 +24%
IWM
836
IHT Wealth Management
Illinois
$340K -$152K -2,676 -31%
OWA
837
Octavia Wealth Advisors
Ohio
$340K -$97.6K -1,714 -22%
UW
838
Unique Wealth
Florida
$336K +$102K +1,788 +44%
KP
839
Keel Point
Alabama
$333K +$35.5K +624 +12%
HCM
840
Howland Capital Management
Massachusetts
$329K – – –
DAS
841
Diversify Advisory Services
Utah
$328K -$38.7K -679 -10%
SIG
842
Stonegate Investment Group
Alabama
$327K +$1.54K +27 +0.5%
VFA
843
Valeo Financial Advisors
Indiana
$326K -$342 -6 -0.1%
CNTOF
844
Canandaigua National Trust of Florida
New York
$325K +$322K +5,658 New
CG
845
Cynosure Group
Utah
$324K -$124K -2,185 -28%
CIA
846
Concurrent Investment Advisors
Florida
$324K -$1.82K -32 -0.6%
NIM
847
Northeast Investment Management
Massachusetts
$323K – – –
CC
848
Corton Capital
Ontario, Canada
$321K +$318K +5,587 New
PCM
849
Peregrine Capital Management
Minnesota
$320K – – –
KWM
850
KFG Wealth Management
Indiana
$319K +$42K +737 +15%