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Name Holding Trade Value Shares
Change
Change in
Stake
IP
426
Ignite Planners
California
$668K -$11.2K -211 -2%
WIA
427
World Investment Advisors
California
$668K -$61.3K -1,160 -9%
HT
428
Heritage Trust
Oklahoma
$663K -$28.2K -534 -4%
JWCA
429
J.W. Cole Advisors
Florida
$654K -$46.3K -875 -7%
WANY
430
Wealthspire Advisors (New York)
New York
$651K +$203K +3,843 +45%
DWM
431
Dynasty Wealth Management
Florida
$650K -$21.6K -408 -3%
HCM
432
Huber Capital Management
California
$650K +$3.65K +69 +0.6%
MFF
433
Michels Family Financial
Texas
$650K +$14.9K +282 +2%
PVI
434
Pine Valley Investments
New Jersey
$649K -$26.3K -498 -4%
ACA
435
Aptus Capital Advisors
Alabama
$645K +$268K +5,059 +70%
LCM
436
Lazari Capital Management
California
$642K -$47.8K -904 -7%
GCM
437
Genus Capital Management
British Columbia, Canada
$640K -$15.9K -300 -2%
Deutsche Bank
438
Deutsche Bank
Germany
$638K -$19.5M -369,029 -97%
DW30
439
Drucker Wealth 3.0
New Jersey
$632K -$58.1K -1,098 -8%
GM
440
GeoWealth Management
Illinois
$625K +$14.7K +278 +2%
NWWA
441
New Wave Wealth Advisors
Arkansas
$620K +$156K +2,943 +33%
JIC
442
Johnson Investment Counsel
Ohio
$616K -$51.9K -982 -8%
CCA
443
Checchi Capital Advisers
California
$614K -$12.4K -235 -2%
VFG
444
Victory Financial Group
Texas
$613K +$219K +4,132 +55%
PWM
445
Perigon Wealth Management
California
$611K +$43.6K +824 +8%
CWS
446
Cypress Wealth Services
California
$611K -$6.45K -122 -1%
EM
447
Excalibur Management
Massachusetts
$608K -$4.97K -94 -0.8%
BGC
448
Beutel, Goodman & Co
Ontario, Canada
$607K +$50.5K +954 +9%
PE
449
PCM Encore
Colorado
$603K +$1K +19 +0.2%
WG
450
Winton Group
United Kingdom
$603K +$608K +11,500 New