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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
951
Avitas Wealth Management
California
$562K -$42.1K -172 -7%
BWM
952
Biltmore Wealth Management
Arizona
$561K +$538K +2,198 New
LJHT
953
Laurie J. Hall Trustee
$560K
GSIS
954
Global Strategic Investment Solutions
Arizona
$560K -$20.3K -83 -4%
TCBWMS
955
Texas Capital Bank Wealth Management Services
Texas
$559K +$245K +1,000 +84%
CCA
956
Checchi Capital Advisers
California
$558K
PVI
957
Pine Valley Investments
New Jersey
$556K
QCG
958
Quadrant Capital Group
Ohio
$556K +$1.71K +7 +0.3%
EA
959
Everpar Advisors
Oklahoma
$553K -$103K -423 -16%
GL
960
Graypoint LLC
New York
$550K +$25.7K +105 +5%
MM
961
MQS Management
New York
$549K +$526K +2,150 New
ACP
962
Aviance Capital Partners
Florida
$546K -$4.89K -20 -0.9%
UIA
963
Ulland Investment Advisors
Minnesota
$545K
MWM
964
Modera Wealth Management
New Jersey
$545K +$48K +196 +10%
PCG
965
Prosperity Consulting Group
Maryland
$543K -$6.36K -26 -1%
WC
966
Waterloo Capital
Texas
$541K -$6.61K -27 -1%
BFA
967
Beaumont Financial Advisors
Massachusetts
$540K +$1.47K +6 +0.3%
KHCM
968
Kirtland Hills Capital Management
Ohio
$540K +$245 +1 +0%
MLL
969
Moody Lynn & Lieberson
Massachusetts
$535K
CCB
970
Country Club Bank
Missouri
$535K -$2.69K -11 -0.5%
BWM
971
Blossom Wealth Management
California
$535K +$6.12K +25 +1%
SC
972
Syon Capital
California
$535K +$17.6K +72 +4%
MCWS
973
McKinley Carter Wealth Services
West Virginia
$534K -$28.6K -117 -5%
LAM
974
Lakewood Asset Management
Illinois
$532K
IWP
975
Insight Wealth Partners
Texas
$532K