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Name Holding Trade Value Shares
Change
Change in
Stake
GI
651
GAMMA Investing
California
$404K -$5.14K -526 -1%
SC
652
Searle & Co
Connecticut
$401K
GAA
653
Global Assets Advisory
Florida
$400K +$422K +43,248 New
FM
654
Foster & Motley
Ohio
$400K -$16.4K -1,679 -4%
AFG
655
Atomi Financial Group
New York
$400K +$199K +20,415 +105%
WIA
656
World Investment Advisors
California
$398K -$55.4K -5,670 -13%
RWMG
657
Redwood Wealth Management Group
New Jersey
$398K +$11.5K +1,182 +3%
VCA
658
Verdence Capital Advisors
Maryland
$398K -$30.4K -3,116 -7%
DC
659
Davenport & Co
Virginia
$398K -$7.04K -721 -2%
CI
660
Cigna Investments
Connecticut
$397K -$5.31K -544 -1%
FWP
661
FAS Wealth Partners
Kansas
$396K +$420 +43 +0.1%
CIG
662
Cairn Investment Group
Washington
$395K -$23.4K -2,400 -6%
QFW
663
QTR Family Wealth
Florida
$394K +$383K +39,251 New
PWM
664
Perigon Wealth Management
California
$392K +$27.7K +2,832 +8%
HCM
665
Hollencrest Capital Management
California
$391K +$19.5K +2,000 +5%
NFSG
666
Newbridge Financial Services Group
Florida
$385K +$25.3K +2,594 +7%
WW
667
Waterfront Wealth
Kansas
$379K +$239K +24,476 +183%
SAG
668
SageView Advisory Group
California
$377K -$43.9K -4,497 -11%
TPA
669
Trivium Point Advisory
Connecticut
$377K -$120K -12,297 -25%
WAP
670
Wealthcare Advisory Partners
Pennsylvania
$376K -$98.7K -10,105 -21%
FRA
671
Frank Rimerman Advisors
California
$374K -$220K -22,473 -38%
WIM
672
WealthPlan Investment Management
Nebraska
$374K +$133K +13,573 +57%
AWA
673
Arbor Wealth Advisors
Michigan
$373K
EFS
674
Essex Financial Services
Connecticut
$373K -$81.3K -8,319 -18%
AWA
675
Arete Wealth Advisors
Illinois
$372K -$21.6K -2,210 -6%