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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
651
Wallace Advisory Group
California
$228K
WSWA
652
Warren Street Wealth Advisors
California
$227K +$199K +528 New
FPAS
653
Focus Partners Advisor Solutions
Missouri
$225K +$197K +522 New
Lido Advisors
654
Lido Advisors
California
$224K +$197K +521 New
LNWWM
655
Laird Norton Wetherby Wealth Management
California
$222K +$195K +516 New
BWM
656
Brophy Wealth Management
New Hampshire
$221K +$194K +513 New
RGF
657
Retirement Guys Formula
Ohio
$221K +$194K +513 New
CA
658
Claro Advisors
Massachusetts
$219K +$192K +508 New
CAM
659
Claret Asset Management
Quebec, Canada
$217K +$190K +504 New
SFI
660
Siemens Fonds Invest
Germany
$217K +$190K +503 New
BMWM
661
Brown Miller Wealth Management
Virginia
$215K +$189K +500 New
PGWM
662
Parisi Gray Wealth Management
New Jersey
$215K +$189K +500 New
FWTB
663
First Western Trust Bank
Colorado
$214K +$188K +498 New
WTC
664
WhitTier Trust Company
Nevada
$214K +$163K +432 +655%
CI
665
Cigna Investments
Connecticut
$214K +$188K +497 New
AAP
666
Arax Advisory Partners
Colorado
$208K -$29.4K -78 -14%
CCB
667
Cutter & Co Brokerage
Missouri
$205K +$180K +477 New
FEM
668
Fulcrum Equity Management
Texas
$205K +$180K +477 New
CPWA
669
Cerro Pacific Wealth Advisors
California
$204K
RCAG
670
Rehmann Capital Advisory Group
Michigan
$204K +$179K +473 New
S
671
SignatureFD
Georgia
$202K +$18.5K +49 +12%
ECG
672
Edge Capital Group
Georgia
$202K +$177K +469 New
GI
673
GAMMA Investing
California
$198K +$43.8K +116 +34%
GRP
674
Global Retirement Partners
California
$183K +$44.5K +118 +39%
RCM
675
Raleigh Capital Management
North Carolina
$174K +$1.89K +5 +1%