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Name Holding Trade Value Shares
Change
Change in
Stake
RA
1426
Riversedge Advisors
Delaware
$379K +$274K +11,297 New
DWA
1427
Delos Wealth Advisors
Texas
$379K +$18.2K +750 +7%
SW
1428
Simplicity Wealth
New Jersey
$376K -$368K -15,172 -58%
ABWM
1429
Alpine Bank Wealth Management
Colorado
$376K – – –
PWM
1430
Parkshore Wealth Management
California
$375K -$30.7K -1,268 -10%
IP
1431
Investment Partners
Ohio
$374K – – –
TIA
1432
Traphagen Investment Advisors
New Jersey
$374K -$23.7K -979 -8%
HWM
1433
Horizon Wealth Management
Illinois
$374K -$4.51K -186 -2%
AWM
1434
Aries Wealth Management
Maine
$373K – – –
NB
1435
Nicolet Bankshares
Wisconsin
$373K -$4.22K -174 -2%
SEIA
1436
Signature Estate & Investment Advisors
California
$372K +$37.9K +1,566 +16%
RMCM
1437
Reynders McVeigh Capital Management
Massachusetts
$372K -$15.3K -633 -5%
ML
1438
McAdam LLC
Pennsylvania
$371K -$14.7K -608 -5%
KIC
1439
Keating Investment Counselors
Florida
$371K -$1.33K -55 -0.5%
SMC
1440
Smith, Moore & Co
Missouri
$370K -$38.1K -1,571 -12%
RWP
1441
Ridgecrest Wealth Partners
California
$369K +$581 +24 +0.2%
NME
1442
Notis-McConarty Edward
$369K – – –
SWA
1443
SOA Wealth Advisors
New York
$368K -$77.7K -3,207 -23%
ISWM
1444
Independent Solutions Wealth Management
New York
$368K -$7.15K -295 -3%
ACM
1445
Advisors Capital Management
New Jersey
$367K +$27.7K +1,144 +12%
MNBTD
1446
Moody National Bank Trust Division
Texas
$367K -$135K -5,552 -34%
CFD
1447
Creative Financial Designs
Indiana
$365K -$1.37M -56,647 -84%
UAG
1448
United Advisor Group
Ohio
$364K +$263K +10,860 New
OWM
1449
Opes Wealth Management
California
$364K -$9.23K -381 -3%
NAS
1450
Nicolet Advisory Services
Wisconsin
$364K +$237K +9,790 New