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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1251
Avaii Wealth Management
Wisconsin
$351K -$26.6K -1,282 -8%
CPA
1252
Capital Performance Advisors
California
$351K +$115K +5,527 +55%
CG
1253
Clarus Group
Texas
$350K +$38.9K +1,878 +14%
FWTB
1254
First Western Trust Bank
Colorado
$350K -$684 -33 -0.2%
BEW
1255
Burton Enright Welch
California
$350K +$42K +2,027 +15%
SAG
1256
SageView Advisory Group
California
$349K +$8.79K +424 +3%
BPWM
1257
BCS Private Wealth Management
New Jersey
$348K +$322K +15,536 New
LWM
1258
Lodestone Wealth Management
Washington
$348K +$13.3K +640 +4%
IHL
1259
Investment House LLC
California
$347K +$321K +15,499 New
CD
1260
Chapin Davis
Maryland
$346K -$71.8K -3,465 -18%
CIC
1261
Crawford Investment Counsel
Georgia
$346K +$17.3K +836 +6%
SB
1262
Simmons Bank
Arkansas
$345K -$23.8K -1,147 -7%
BFA
1263
Bill Few Associates
Pennsylvania
$344K +$1.62K +78 +0.5%
LFAS
1264
Level Four Advisory Services
Texas
$344K -$51.1K -2,467 -14%
FG
1265
Fiduciary Group
Georgia
$344K – – –
NFTC
1266
North Forty Two & Co
Oregon
$344K -$16.6K -800 -5%
UAML
1267
US Asset Management LLC
Pennsylvania
$343K – – –
EA
1268
Eclectic Associates
California
$342K -$33.3K -1,607 -10%
POIA
1269
Pin Oak Investment Advisors
Texas
$341K -$9.16K -442 -3%
LCAM
1270
London & Capital Asset Management
United Kingdom
$341K +$8.95K +432 +3%
SWA
1271
Stratos Wealth Advisors
Ohio
$340K -$128K -6,168 -29%
LCGC
1272
Legacy Capital Group California
California
$340K -$953 -46 -0.3%
OBWG
1273
Onyx Bridge Wealth Group
New York
$337K -$80.9K -3,903 -21%
MDA
1274
Minot DeBlois Advisors
Massachusetts
$336K – – –
SR
1275
Syntax Research
Florida
$336K – – –