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Name Holding Trade Value Shares
Change
Change in
Stake
AC
951
Avestar Capital
New York
$310K – – –
Brighton Jones LLC
952
Brighton Jones LLC
Washington
$310K +$5.63K +92 +2%
SFWA
953
Summit Financial Wealth Advisors
Louisiana
$307K -$2.75K -45 -0.8%
CGH
954
CMG Global Holdings
Texas
$307K +$327K +5,336 New
XTX Topco
955
XTX Topco
Cayman Islands
$307K +$327K +5,336 New
GLA
956
Good Life Advisors
Pennsylvania
$306K +$11.7K +191 +4%
ACM
957
Alethea Capital Management
Washington
$305K – – –
MCM
958
Manchester Capital Management
Vermont
$305K – – –
4WM
959
44 Wealth Management
Oregon
$304K -$14.5K -237 -4%
9WM
960
9258 Wealth Management
Ohio
$303K +$31K +507 +11%
CFG
961
Cooper Financial Group
California
$303K +$323K +5,269 New
CST
962
Charles Schwab Trust
Nevada
$301K -$122K -2,000 -28%
Perigon Wealth Management
963
Perigon Wealth Management
California
$301K +$60.8K +994 +23%
Chicago Partners Investment Group
964
Chicago Partners Investment Group
Illinois
$300K +$17.8K +291 +6%
WW
965
Westshore Wealth
California
$298K -$138K -2,261 -30%
AIM
966
Anchor Investment Management
South Carolina
$295K +$5.39K +88 +2%
MWM
967
Mattern Wealth Management
Kansas
$295K +$35.5K +580 +13%
ANRIA
968
American National Registered Investment Advisor
Texas
$294K -$551 -9 -0.2%
GC
969
Grace Capital
Massachusetts
$294K – – –
R.M. Davis Inc
970
R.M. Davis Inc
Maine
$294K +$30.5K +499 +11%
Great Valley Advisor Group
971
Great Valley Advisor Group
Delaware
$292K -$12.7K -208 -4%
TCM
972
Triumph Capital Management
Colorado
$292K +$79.9K +1,306 +35%
RIA
973
Realta Investment Advisors
Delaware
$292K +$97.2K +1,588 +46%
WAOI
974
Wealth Advisors of Iowa
Iowa
$291K -$43.8K -716 -12%
PIMG
975
Patriot Investment Management Group
Tennessee
$291K -$5.75K -94 -2%