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Name Holding Trade Value Shares
Change 		Change in
Stake
NIP
726
Nicholas Investment Partners
California
$401K +$326K +1,627 New
GS
727
GTS Securities
Florida
$400K -$405K -2,017 -55%
SMA
728
Sage Mountain Advisors
Georgia
$400K +$81.4K +406 +33%
CWIG
729
Chung Wu Investment Group
Texas
$394K – – –
IA
730
IFG Advisory
Georgia
$389K +$317K +1,579 New
OIA
731
OneDigital Investment Advisors
Kansas
$388K -$80K -399 -20%
MAWA
732
Moss Adams Wealth Advisors
Washington
$387K +$4.81K +24 +2%
WHAM
733
Windmill Hill Asset Management
United Kingdom
$386K +$314K +1,565 New
LA
734
LVW Advisors
New York
$385K +$13.6K +68 +5%
NIWA
735
New Insight Wealth Advisors
California
$385K -$13K -65 -4%
CPWM
736
Cypress Point Wealth Management
Texas
$370K +$301K +1,500 New
NWM
737
Northwest Wealth Management
Iowa
$368K +$79.2K +395 +36%
QWP
738
Quotient Wealth Partners
Texas
$367K +$14.4K +72 +5%
FSC
739
Full Sail Capital
Oklahoma
$367K +$298K +1,487 New
SAG
740
SageView Advisory Group
California
$366K +$10.2K +51 +4%
MMA
741
Miracle Mile Advisors
California
$364K +$22.9K +114 +8%
PPW
742
Parcion Private Wealth
Washington
$355K -$70.4K -351 -20%
EA
743
Everpar Advisors
Oklahoma
$352K +$6.82K +34 +2%
CAG
744
Crestwood Advisors Group
Massachusetts
$350K +$60K +299 +27%
PSP
745
Principal Street Partners
Tennessee
$350K +$284K +1,418 New
CAM
746
Cresset Asset Management
Illinois
$349K -$1.78M -8,889 -86%
SP
747
Sherman Porfolios
Idaho
$349K +$284K +1,416 New
IAN
748
Integrated Advisors Network
Texas
$349K +$4.01K +20 +1%
I
749
InceptionR
California
$345K +$281K +1,399 New
WRPWM
750
Werba Rubin Papier Wealth Management
California
$340K +$2.41K +12 +0.9%
28 29
30
31 32