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Name Holding Trade Value Shares
Change
Change in
Stake
1WA
526
180 Wealth Advisors
Washington
$287K -$33.9K -669 -13%
JMPWA
527
JP Morgan Private Wealth Advisors
California
$285K +$240K +4,742 New
B
528
Bellecapital
Switzerland
$284K +$239K +4,721 New
Vanguard Personalized Indexing Management
529
Vanguard Personalized Indexing Management
California
$279K +$235K +4,637 New
CPA
530
Clear Perspective Advisors
Illinois
$277K -$65.8K -1,300 -22%
KPCM
531
Kings Point Capital Management
New York
$277K
EAM
532
Eagle Asset Management
Florida
$276K +$235K +4,644 New
IAA
533
Independent Advisor Alliance
North Carolina
$270K -$131K -2,581 -37%
CWM
534
Cornerstone Wealth Management
Missouri
$269K -$52.9K -1,045 -19%
BDS
535
Banco de Sabadell
Florida
$269K +$228K +4,500 New
AIP
536
Almanack Investment Partners
Pennsylvania
$256K +$216K +4,261 New
HJMC
537
Hellman Jordan Management Company
Massachusetts
$255K +$214K +4,232 New
OIA
538
OneDigital Investment Advisors
Kansas
$252K +$212K +4,186 New
LA
539
Legacy Advisors
Pennsylvania
$250K +$211K +4,162 New
RWM
540
Ritholtz Wealth Management
New York
$242K +$203K +4,016 New
NSIM
541
North Star Investment Management
Illinois
$241K
AFP
542
Ausdal Financial Partners
Iowa
$236K -$61.9K -1,223 -24%
SW
543
SteelPeak Wealth
California
$236K +$199K +3,921 New
LWM
544
Lenox Wealth Management
Ohio
$232K +$195K +3,858 New
AF
545
Advisornet Financial
Minnesota
$231K -$31.6K -625 -14%
Fayez Sarofim & Co
546
Fayez Sarofim & Co
Texas
$231K +$194K +3,840 New
CG
547
Colony Group
Massachusetts
$230K +$193K +3,819 New
WA
548
WESPAC Advisors
California
$230K +$193K +3,820 New
GT
549
Greenleaf Trust
Michigan
$227K +$191K +3,774 New
SWRP
550
Summit Wealth & Retirement Planning
California
$226K +$190K +3,752 New