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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
676
Independent Advisor Alliance
North Carolina
$422K +$2.02K +16 +0.4%
CIP
677
Capital Insight Partners
Arizona
$418K +$11.4K +90 +3%
GM
678
GeoWealth Management
Illinois
$414K -$3.79K -30 -0.8%
BAM
679
Blueshift Asset Management
New Jersey
$406K +$263K +2,084 +139%
PVI
680
Pine Valley Investments
New Jersey
$405K +$181K +1,430 +67%
PCS
681
Personal CFO Solutions
New Jersey
$403K -$379 -3 -0.1%
MWM
682
Moran Wealth Management
Florida
$402K +$156K +1,236 +54%
WBC
683
Westpac Banking Corp
Australia
$399K
TCA
684
Transcend Capital Advisors
New Jersey
$398K -$1.52K -12 -0.3%
KWM
685
Koa Wealth Management
California
$397K
AFC
686
AFT Forsyth & Company
Florida
$387K +$34.8K +275 +9%
KCM
687
KRS Capital Management
Michigan
$386K +$91.3K +722 +27%
IFPG
688
Intrepid Financial Planning Group
Indiana
$385K -$40.5K -320 -9%
LSAG
689
Lake Street Advisors Group
New Hampshire
$384K -$4.05K -32 -0.9%
CWS
690
Confluence Wealth Services
Pennsylvania
$383K +$48.4K +383 +13%
GI
691
GAMMA Investing
California
$374K +$31.4K +248 +8%
BWP
692
Baldwin Wealth Partners
Massachusetts
$373K -$6.32K -50 -1%
UAML
693
US Asset Management LLC
Pennsylvania
$372K -$14.5K -115 -3%
CC
694
Centiva Capital
New York
$370K -$107K -845 -21%
LCM
695
Landscape Capital Management
New Jersey
$369K +$412K +3,256 New
MCM
696
MAI Capital Management
Ohio
$369K +$21.2K +168 +5%
DWT
697
Dorsey & Whitney Trust
South Dakota
$365K +$3.03K +24 +0.8%
CG
698
Cynosure Group
Utah
$364K +$110K +873 +37%
SAG
699
SageView Advisory Group
California
$363K +$405K +3,206 New
IPW
700
Invictus Private Wealth
Colorado
$361K -$22.4K -177 -5%