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First American

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
326
Wealthspire Advisors (New York)
New York
$200K +$203K +3,735 New
AP
327
Advisors Preferred
Maryland
$191K +$192K +3,532 New
HAG
328
HighPoint Advisor Group
Illinois
$170K +$169K +3,103 New
DWM
329
Doyle Wealth Management
Florida
$153K +$155K +2,841 New
CCM
330
Covington Capital Management
California
$107K
GWM
331
Geneos Wealth Management
Colorado
$105K -$7.78K -143 -7%
CWA
332
Clarus Wealth Advisors
Arizona
$78K +$79.2K +1,456 New
TFO
333
Tarbox Family Office
California
$75K
WCG
334
Weaver Consulting Group
California
$71K
KPCM
335
Kings Point Capital Management
New York
$70K
FL
336
Fort LP
Maryland
$70K +$70.9K +1,303 New
S
337
SignatureFD
Georgia
$61K +$11.4K +209 +23%
FPFS
338
First Personal Financial Services
North Carolina
$60K
QCG
339
Quadrant Capital Group
Ohio
$50K
DWA
340
Dougherty Wealth Advisers
Minnesota
$48K
EWM
341
Executive Wealth Management
Michigan
$43K
RCAG
342
Rehmann Capital Advisory Group
Michigan
$41.2K
NC
343
NewSquare Capital
Pennsylvania
$41K +$41.1K +755 New
PCM
344
Penserra Capital Management
California
$33K +$7.62K +140 +28%
SSB
345
Sandy Spring Bank
Maryland
$32K
CAW
346
Cornerstone Advisors (Washington)
Washington
$29K
CI
347
CX Institutional
Indiana
$29K +$2.23K +41 +8%
GSWM
348
Golden State Wealth Management
California
$24K
IWA
349
IBEX Wealth Advisors
New Jersey
$17K +$17.3K +317 New
Asset Management One
350
Asset Management One
Japan
$16K