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Name Holding Trade Value Shares
Change
Change in
Stake
AFGAS
701
Allegiance Financial Group Advisory Services
Virginia
$378K -$22.1K -2,075 -5%
APP
702
Avantax Planning Partners
Iowa
$378K -$26.2K -2,453 -6%
S
703
SignatureFD
Georgia
$375K -$71.9K -6,742 -15%
DI
704
Diligent Investors
California
$372K -$48.6K -4,558 -11%
MWA
705
Medallion Wealth Advisors
Connecticut
$371K +$400K +37,468 New
RG
706
Rathbones Group
United Kingdom
$371K +$63.4K +5,946 +19%
Bessemer Group
707
Bessemer Group
New Jersey
$370K +$108K +10,095 +37%
AWA
708
Arbor Wealth Advisors
Michigan
$368K +$175K +16,456 +79%
HCM
709
Hollencrest Capital Management
California
$366K -$213K -20,000 -35%
KJWM
710
Kiley Juergens Wealth Management
Washington
$363K +$21.6K +2,029 +6%
PWM
711
Perigon Wealth Management
California
$363K -$26.7K -2,507 -6%
KWA
712
Kingswood Wealth Advisors
California
$363K -$73.2K -6,864 -16%
SAM
713
Smartleaf Asset Management
Massachusetts
$362K +$7K +656 +2%
SCM
714
Stevens Capital Management
Pennsylvania
$361K +$389K +36,433 New
SW
715
SVB Wealth
Massachusetts
$359K +$387K +36,275 New
PM
716
Parametrica Management
Hong Kong
$357K +$385K +36,100 New
CCP
717
Clarkston Capital Partners
Michigan
$357K -$6.4K -600 -2%
FHA
718
Flagship Harbor Advisors
Massachusetts
$357K -$56.3K -5,280 -13%
NFSG
719
Newbridge Financial Services Group
Florida
$355K +$382K +35,826 New
HIMC
720
Heritage Investors Management Corp
Maryland
$354K -$82.8K -7,766 -18%
WAM
721
WNY Asset Management
New York
$352K -$27.2K -2,553 -7%
FWM
722
Foguth Wealth Management
Michigan
$352K +$106K +9,960 +40%
GSIAS
723
Garden State Investment Advisory Services
New Jersey
$352K -$25.4K -2,377 -6%
WBWA
724
William B. Walkup & Associates
South Carolina
$351K
SPA
725
Sherbrooke Park Advisers
New York
$351K +$63.8K +5,982 +20%