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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1051
Cornerstone Wealth Management
Missouri
$423K +$409K +1,900 New
LP
1052
LMR Partners
United Kingdom
$422K +$408K +1,894 New
WRPWM
1053
Werba Rubin Papier Wealth Management
California
$420K +$405K +1,883 New
VVP
1054
Venture Visionary Partners
Ohio
$419K +$2.58K +12 +0.6%
MP
1055
Moment Partners
California
$417K +$3.01K +14 +0.8%
IBOK
1056
Independence Bank of Kentucky
Kentucky
$416K – – –
TA
1057
TFB Advisors
Kansas
$415K -$16.8K -78 -4%
UBP
1058
Union Bancaire Privee
Switzerland
$413K -$41.1K -191 -8%
FMI
1059
F/M Investments
District of Columbia
$410K +$14.9K +69 +4%
SAM
1060
Strategy Asset Managers
California
$406K -$7.53K -35 -2%
BTWM
1061
Brass Tax Wealth Management
Ohio
$405K – – –
IC
1062
Iconiq Capital
California
$405K +$151K +700 +63%
AA
1063
Alta Advisers
United Kingdom
$403K – – –
PC
1064
Promus Capital
Illinois
$402K +$430 +2 +0.1%
BOH
1065
Bank of Hawaii
Hawaii
$401K – – –
DWM
1066
Drive Wealth Management
Utah
$401K +$5.17K +24 +1%
RS
1067
R Squared
Hong Kong
$400K +$43.9K +204 +13%
CCC
1068
Compass Capital Corp
Massachusetts
$397K +$3.23K +15 +0.9%
PNAA
1069
Pictet North America Advisors
Switzerland
$397K – – –
DF
1070
Define Financial
California
$395K +$861 +4 +0.2%
PCP
1071
Proficio Capital Partners
Massachusetts
$395K +$16.8K +78 +5%
NWAG
1072
Net Worth Advisory Group
Utah
$394K +$28.4K +132 +8%
PF
1073
Phoenix Financial
Israel
$386K +$80.1K +372 +27%
TBWA
1074
Three Bridge Wealth Advisors
California
$386K +$373K +1,732 New
MWA
1075
Midland Wealth Advisors
Illinois
$385K – – –