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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
2051
Baker Tilly Wealth Management
Wisconsin
$225K -$53.1K -1,620 -18%
JGIA
2052
Jackson Grant Investment Advisers
Connecticut
$225K -$11.5K -351 -5%
SIA
2053
Sage Investment Advisers
New York
$225K +$238K +7,259 New
GKWIM
2054
Gerber Kawasaki Wealth & Investment Management
California
$224K -$28.1K -857 -11%
LC
2055
Lincoln Capital
Nebraska
$224K
AA
2056
Alesco Advisors
New York
$224K +$66 +2 +0%
GAG
2057
GM Advisory Group
New York
$224K -$11K -336 -4%
WQ
2058
Wealth Quarterback
New Jersey
$223K +$20.8K +635 +10%
EHWM
2059
Eads & Heald Wealth Management
Georgia
$223K -$368K -11,225 -61%
LC
2060
Landaas & Company
Wisconsin
$223K -$19.7K -600 -8%
CCG
2061
Catalina Capital Group
California
$223K -$98.3K -3,001 -29%
CGA
2062
Crescent Grove Advisors
Illinois
$222K -$101K -3,086 -30%
GI
2063
Gradient Investments
Minnesota
$222K -$12.7K -387 -5%
MIM
2064
Morningstar Investment Management
Illinois
$221K
RCG
2065
Regatta Capital Group
California
$221K -$5.31K -162 -2%
TA
2066
Townsend & Associates
Colorado
$220K +$33 +1 +0%
CFA
2067
Cahill Financial Advisors
Minnesota
$220K -$17.2K -525 -7%
HCP
2068
Hexagon Capital Partners
Arkansas
$219K -$14.8K -452 -6%
TFM
2069
TFC Financial Management
Massachusetts
$219K -$3.93K -120 -2%
UBV
2070
United Bank (Virginia)
Virginia
$219K -$203K -6,180 -47%
EWA
2071
EverSource Wealth Advisors
Alabama
$219K +$6.46K +197 +3%
AWM
2072
Austin Wealth Management
Texas
$219K -$1.41K -43 -0.7%
PWM
2073
Palumbo Wealth Management
New York
$219K -$17.9K -546 -7%
MRCM
2074
M&R Capital Management
New Jersey
$218K -$3.28K -100 -1%
VWM
2075
Valley Wealth Managers
New Jersey
$218K