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Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
926
Independent Solutions Wealth Management
New York
$1.8M -$13.9K -48 -1%
TAFW
927
Tred Avon Family Wealth
Maryland
$1.8M -$92.6K -320 -7%
FAM
928
Fairtree Asset Management
South Africa
$1.79M -$890K -3,076 -43%
AWA
929
Acorn Wealth Advisors
Michigan
$1.79M -$85K -294 -7%
GC
930
Gould Capital
Washington
$1.79M -$2.35M -8,123 -66%
CFC
931
Coyle Financial Counsel
Illinois
$1.79M -$550K -1,901 -31%
AA
932
ALPS Advisors
Colorado
$1.79M -$1.73M -5,977 -59%
WWM
933
WT Wealth Management
Arizona
$1.79M +$1.2M +4,142 New
NSAM
934
North Star Asset Management
Wisconsin
$1.78M – – –
PPC
935
Park Place Capital
Alabama
$1.78M +$957K +3,308 +403%
PFPG
936
Pinnacle Financial Partners (Georgia)
Georgia
$1.77M +$249K +860 +27%
WA
937
Wealth Alliance
New York
$1.76M +$1.18M +4,083 New
PA
938
Profund Advisors
Maryland
$1.75M +$143K +494 +14%
CCA
939
Checchi Capital Advisers
California
$1.74M -$12.7K -44 -1%
BWM
940
Braeburn Wealth Management
Michigan
$1.73M +$1.16M +4,013 New
MG
941
Marex Group
$1.73M -$58.9M -203,753 -98%
FBT
942
First Bank & Trust
South Dakota
$1.72M -$23.4K -81 -2%
WPC
943
Wedmont Private Capital
Pennsylvania
$1.72M +$18.2K +63 +2%
AG
944
AIA Group
Hong Kong
$1.71M -$516K -1,785 -31%
XF
945
XML Financial
Maryland
$1.7M -$685K -2,370 -38%
TP
946
TritonPoint Partners
Maryland
$1.7M +$1.14M +3,938 New
APP
947
Avantax Planning Partners
Iowa
$1.69M -$113K -391 -9%
TW
948
TritonPoint Wealth
Maryland
$1.68M -$7.81K -27 -0.7%
AWP
949
Abacus Wealth Partners
California
$1.68M -$1.16M -4,015 -51%
DWM
950
Ducere Wealth Management
California
$1.67M +$400K +1,384 +56%