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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
776
Laird Norton Wetherby Wealth Management
California
$344K +$38.2K +63 +13%
ACP
777
Arcus Capital Partners
Georgia
$343K -$157K -259 -33%
PHS
778
Pekin Hardy Strauss
Illinois
$341K -$60.7K -100 -16%
LOAMU
779
Lombard Odier Asset Management (USA)
New York
$340K +$79.5K +131 +33%
FTWA
780
Fifth Third Wealth Advisors
Ohio
$339K -$507K -836 -62%
Fifth Third Bancorp
781
Fifth Third Bancorp
Ohio
$338K -$171K -282 -35%
PA
782
Profund Advisors
Maryland
$337K -$314K -517 -50%
JSW
783
Journey Strategic Wealth
New Jersey
$337K -$12.1K -20 -4%
PCS
784
Personal CFO Solutions
New Jersey
$334K +$46.7K +77 +18%
DE
785
Diversified Enterprises
Delaware
$333K +$311K +513 New
MAWA
786
Moss Adams Wealth Advisors
Washington
$333K +$1.21K +2 +0.4%
FHA
787
Flagship Harbor Advisors
Massachusetts
$332K +$75.2K +124 +32%
FAG
788
Fortitude Advisory Group
Washington
$329K -$43.1K -71 -12%
Northwestern Mutual Wealth Management
789
Northwestern Mutual Wealth Management
Wisconsin
$329K +$29.7K +49 +11%
OF
790
Optimize Financial
California
$328K -$41.3K -68 -12%
FWTB
791
First Western Trust Bank
Colorado
$327K – – –
KWM
792
Keebeck Wealth Management
Illinois
$324K -$353K -582 -54%
SS
793
Sunbelt Securities
Texas
$323K +$126K +207 +71%
BWCS
794
Beirne Wealth Consulting Services
Connecticut
$321K +$299K +493 New
LI
795
LifeWealth Investments
Florida
$321K +$1.21K +2 +0.4%
PAG
796
Poinciana Advisors Group
Florida
$316K -$19.4K -32 -6%
WSWA
797
Warren Street Wealth Advisors
California
$315K -$17.6K -29 -6%
DJSG
798
D.J. St. Germain
Massachusetts
$312K +$160K +264 +122%
SW
799
SkyOak Wealth
Michigan
$312K -$109K -180 -27%
AIM
800
Advyzon Investment Management
Illinois
$311K +$291K +479 New