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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
501
Ipswich Investment Management
Massachusetts
$471K
AL
502
Aspiriant LLC
California
$469K +$16.7K +309 +4%
MWM
503
Mission Wealth Management
California
$468K +$37.7K +695 +9%
WA
504
Wealthstar Advisors
Texas
$468K +$459K +8,471 New
EWA
505
EP Wealth Advisors
California
$466K -$90K -1,660 -16%
FCA
506
FLC Capital Advisors
California
$466K -$30.8K -568 -6%
QC
507
Quadrature Capital
United Kingdom
$465K -$4.76M -87,904 -91%
AP
508
Americana Partners
Texas
$464K -$2.38K -44 -0.5%
SFM
509
Signet Financial Management
New Jersey
$462K -$10.9K -201 -2%
HA
510
Herold Advisors
New York
$461K +$13K +240 +3%
DWM
511
Diversify Wealth Management
Utah
$456K +$481K +8,881 New
RIA
512
Regal Investment Advisors
Michigan
$454K +$51K +942 +13%
EFMC
513
Empire Financial Management Company
New York
$453K -$312K -5,754 -41%
KFGK
514
Keystone Financial Group (Kentucky)
Kentucky
$453K -$47.2K -871 -10%
IRP
515
Investment Research Partners
Pennsylvania
$452K -$3.63K -67 -0.8%
ANTB
516
AMG National Trust Bank
Colorado
$452K +$98.6K +1,820 +29%
NSAM
517
North Star Asset Management
Wisconsin
$447K -$1.08K -20 -0.2%
SN
518
Sittner & Nelson
Oregon
$444K
CC
519
Chicago Capital
Illinois
$442K
CT
520
Colonial Trust
South Carolina
$442K -$1.79K -33 -0.4%
CFO
521
CVA Family Office
Colorado
$442K
CD
522
Chapin Davis
Maryland
$441K -$19.3K -357 -4%
BRWA
523
B. Riley Wealth Advisors
Florida
$440K -$302K -5,577 -41%
APP
524
Avantax Planning Partners
Iowa
$437K -$87.8K -1,620 -17%
CTC
525
Cetera Trust Company
Minnesota
$433K