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Name Holding Trade Value Shares
Change
Change in
Stake
WWA
1051
WCG Wealth Advisors
Nevada
$219K +$5.37K +122 +2%
KIA
1052
KCM Investment Advisors
California
$218K -$88.8K -2,019 -26%
GIA
1053
Gladstone Institutional Advisory
Florida
$217K -$43.9K -998 -15%
Pacer Advisors
1054
Pacer Advisors
Pennsylvania
$217K +$68.2K +1,552 +38%
PCA
1055
Personal Capital Advisors
California
$217K +$247K +5,626 New
CWP
1056
Curated Wealth Partners
California
$216K -$572 -13 -0.2%
CA
1057
Claro Advisors
Massachusetts
$216K – – –
VA
1058
Valmark Advisers
Ohio
$216K +$5.85K +133 +2%
AAP
1059
Arax Advisory Partners
Colorado
$216K +$7.12K +162 +3%
WA
1060
Wealth Alliance
New York
$214K -$1.14K -26 -0.5%
HA
1061
Herold Advisors
New York
$214K +$244K +5,549 New
WF
1062
WoodTrust Financial
Wisconsin
$213K -$18.1K -412 -7%
PTP
1063
Platform Technology Partners
New York
$213K -$2.59K -59 -1%
BMA
1064
Brooks Moore & Associates
Tennessee
$213K – – –
FUBT
1065
First United Bank & Trust
Maryland
$213K – – –
PAM
1066
Peak Asset Management
Colorado
$213K – – –
THWM
1067
Taylor Hoffman Wealth Management
Virginia
$213K – – –
Members Trust
1068
Members Trust
Florida
$212K -$13.1K -299 -5%
AIA
1069
Armor Investment Advisors
North Carolina
$212K – – –
AWA
1070
Arkadios Wealth Advisors
Georgia
$212K +$241K +5,485 New
SG
1071
StoneX Group
New York
$211K -$171K -3,892 -42%
GFS
1072
GYL Financial Synergies
Connecticut
$211K +$13.8K +313 +6%
FFS
1073
Founders Financial Securities
Maryland
$211K +$241K +5,483 New
IIM
1074
Ironwood Investment Management
Massachusetts
$210K – – –
W
1075
WealthOne
New York
$210K +$132 +3 +0.1%