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Name Holding Trade Value Shares
Change
Change in
Stake
AWP
851
Abacus Wealth Partners
California
$312K -$245K -2,298 -45%
BRWA
852
B. Riley Wealth Advisors
Florida
$312K +$13.3K +125 +5%
QWP
853
Quotient Wealth Partners
Texas
$312K +$15.7K +147 +6%
CSP
854
Cary Street Partners
Virginia
$312K -$132K -1,240 -31%
NI
855
Natural Investments
California
$311K -$13.8K -129 -4%
KOC
856
Koss-Olinger Consulting
Florida
$311K -$317K -2,974 -52%
AWM
857
Angeles Wealth Management
California
$309K +$35K +328 +13%
CAM
858
Carret Asset Management
New York
$309K -$86.1K -807 -23%
RPWA
859
Regent Peak Wealth Advisors
Georgia
$308K +$16.8K +157 +6%
BWA
860
Basecamp Wealth Advisors
Washington
$308K – – –
FCBT
861
First Citizens Bank & Trust
North Carolina
$307K +$1.49K +14 +0.5%
RFA
862
Reyes Financial Architecture
California
$307K -$8.43K -79 -3%
BMCM
863
Burns Matteson Capital Management
New York
$306K +$7.79K +73 +3%
CA
864
Claro Advisors
Massachusetts
$305K -$4.8K -45 -2%
BPWM
865
Badgley Phelps Wealth Managers
Washington
$305K +$2.35K +22 +0.8%
LFIA
866
Legacy Financial Independent Advisors
Kentucky
$304K -$6.51K -61 -2%
TCIIS
867
TIAA-CREF Individual & Institutional Services
New York
$303K -$7.9K -74 -3%
PA
868
Probity Advisors
Texas
$302K -$4.91K -46 -2%
KWM
869
Kingsview Wealth Management
Oregon
$302K +$288K +2,698 New
ZIM
870
Zacks Investment Management
Illinois
$301K -$5.97K -56 -2%
BTI
871
Blue Trust Inc
Georgia
$301K +$52.3K +490 +22%
BFG
872
Beacon Financial Group
Texas
$300K – – –
BCM
873
Brookstone Capital Management
Illinois
$300K -$11.9K -112 -4%
PA
874
Pinnacle Associates
New York
$298K +$47.2K +442 +20%
SCTC
875
Sanibel Captiva Trust Company
Florida
$295K +$282K +2,643 New