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Name Holding Trade Value Shares
Change
Change in
Stake
QWP
1226
Quotient Wealth Partners
Texas
$258K +$209K +1,572 New
WCG
1227
Weaver Consulting Group
California
$256K +$208K +1,562 New
TSMHT
1228
Thurston Springer Miller Herd & Titak
Indiana
$254K +$51.3K +385 +33%
CSP
1229
Cary Street Partners
Virginia
$253K -$65.5K -492 -24%
LA
1230
LVW Advisors
New York
$253K +$206K +1,544 New
WE
1231
Wealth Effects
Massachusetts
$251K -$48K -360 -19%
NAMP
1232
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$250K +$203K +1,525 New
BF
1233
BOK Financial
Oklahoma
$250K -$666 -5 -0.3%
RCA
1234
Resonant Capital Advisors
Wisconsin
$249K +$203K +1,520 New
CFO
1235
Cambient Family Office
Michigan
$249K +$202K +1,518 New
KFAS
1236
Keating Financial Advisory Services
Kansas
$249K -$920K -6,908 -82%
EWA
1237
Exencial Wealth Advisors
Oklahoma
$247K +$200K +1,502 New
AP
1238
Advisortrust Partners
North Carolina
$246K +$200K +1,501 New
AHL
1239
Abel Hall LLC
Louisiana
$246K +$200K +1,500 New
HA
1240
Harbor Advisors
Florida
$246K +$200K +1,500 New
SGAM
1241
Smith Group Asset Management
Texas
$246K +$200K +1,500 New
BFA
1242
Beacon Financial Advisory
Ohio
$246K +$200K +1,498 New
CI Investments Inc
1243
CI Investments Inc
Ontario, Canada
$246K -$42K -315 -17%
TFGT
1244
TS Financial Group (TSFG)
Illinois
$245K
SAM
1245
S.A. Mason
Michigan
$244K
VI
1246
VectorGlobal IAG
Florida
$244K +$198K +1,486 New
TCA
1247
Transcend Capital Advisors
New Jersey
$244K -$81.4K -611 -29%
TWIM
1248
TIAA Wealth Investment Management
New York
$243K +$197K +1,480 New
CA
1249
CV Advisors
Florida
$242K +$197K +1,476 New
TWM
1250
Tradition Wealth Management
Minnesota
$242K -$93.8K -704 -32%