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Name Holding Trade Value Shares
Change
Change in
Stake
MA
626
Mutual Advisors
Nebraska
$299K +$36.5K +82 +15%
QCG
627
Quadrant Capital Group
Ohio
$299K +$15.1K +34 +5%
WCM
628
Weaver Capital Management
Georgia
$299K +$296K +666 New
GI
629
GAMMA Investing
California
$297K +$114K +256 +63%
AWM
630
Axxcess Wealth Management
California
$294K -$6.67K -15 -2%
CAAS
631
Capital Asset Advisory Services
Michigan
$293K -$4.89K -11 -2%
LAM
632
Lakewood Asset Management
Illinois
$292K
WTC
633
WhitTier Trust Company
Nevada
$292K
RCAG
634
Rehmann Capital Advisory Group
Michigan
$291K -$3.56K -8 -1%
SWM
635
Salvus Wealth Management
New Jersey
$290K +$8.01K +18 +3%
WANY
636
Wealthspire Advisors (New York)
New York
$287K +$69.9K +157 +33%
PHK
637
Point72 Hong Kong
Hong Kong
$286K +$283K +636 New
PF
638
Phoenix Financial
Israel
$285K +$33.4K +75 +13%
GA
639
Geller Advisors
New York
$285K +$6.67K +15 +2%
D
640
Diversified
Delaware
$285K
FTWA
641
Fifth Third Wealth Advisors
Ohio
$284K +$282K +633 New
OWA
642
One Wealth Advisors
California
$284K +$16.5K +37 +7%
MWM
643
MinichMacGregor Wealth Management
New York
$283K -$445 -1 -0.2%
LSAG
644
Lake Street Advisors Group
New Hampshire
$282K -$3.56K -8 -1%
CIA
645
Concurrent Investment Advisors
Florida
$281K +$279K +626 New
SCA
646
Summit Creek Advisors
Minnesota
$279K
SF
647
Summit Financial
New Jersey
$273K +$271K +608 New
PA
648
Parallel Advisors
California
$270K -$3.56K -8 -1%
SB
649
Strategic Blueprint
Georgia
$269K -$46.3K -104 -15%
WBC
650
Westpac Banking Corp
Australia
$266K +$40.9K +92 +18%