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Name Holding Trade Value Shares
Change
Change in
Stake
IA
651
IFP Advisors
Florida
$240K +$16.1K +195 +8%
IP
652
Indivisible Partners
Florida
$237K +$9.36K +113 +4%
NAG
653
Northstar Advisory Group
New Jersey
$237K – – –
GRP
654
Global Retirement Partners
California
$237K +$227K +2,741 New
GIA
655
Guyasuta Investment Advisors
Pennsylvania
$237K – – –
OL
656
Optas LLC
Texas
$236K +$9.19K +111 +4%
LIM
657
Leavell Investment Management
Alabama
$236K – – –
PWM
658
Perigon Wealth Management
California
$235K +$225K +2,714 New
AWM
659
Aprio Wealth Management
Georgia
$233K +$83 +1 +0%
WC
660
Whitney & Co
New York
$233K – – –
AF
661
Avanza Fonder
Sweden
$231K +$94.7K +1,144 +75%
Vontobel Holding
662
Vontobel Holding
Switzerland
$231K +$221K +2,672 New
SOW
663
State of Wyoming
Wyoming
$230K +$220K +2,660 New
VA
664
VestGen Advisors
Illinois
$229K +$12.7K +153 +6%
MA
665
Mutual Advisors
Nebraska
$229K +$219K +2,646 New
WG
666
Welch Group
Alabama
$225K – – –
TFCP
667
Twin Focus Capital Partners
Massachusetts
$225K – – –
SAM
668
Smartleaf Asset Management
Massachusetts
$221K – – –
PAG
669
Poinciana Advisors Group
Florida
$221K – – –
FNBSF
670
First National Bank Sioux Falls
South Dakota
$221K – – –
IDA
671
Intelligence Driven Advisers
California
$219K +$210K +2,539 New
MFG
672
Midwest Financial Group
Kansas
$219K +$166 +2 +0.1%
EA
673
Everpar Advisors
Oklahoma
$218K +$209K +2,526 New
PI
674
Pettee Investors
Connecticut
$218K – – –
TCWA
675
Turtle Creek Wealth Advisors
Texas
$217K +$208K +2,511 New