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Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
1001
Oak Harbor Wealth Partners
North Carolina
$1.55M -$187K -1,280 -11%
PWM
1002
Pines Wealth Management
North Carolina
$1.55M -$500K -3,420 -25%
EWM
1003
EPG Wealth Management
Georgia
$1.54M -$606K -4,140 -28%
AIM
1004
Avanda Investment Management
Singapore
$1.53M +$644K +4,400 +73%
Empower Advisory Group
1005
Empower Advisory Group
Colorado
$1.53M -$1.23M -8,380 -45%
TC
1006
TownSquare Capital
Utah
$1.53M -$46.8K -320 -3%
NB
1007
Northwest Bancshares
Pennsylvania
$1.53M -$71.7K -490 -5%
FCB
1008
First County Bank
Connecticut
$1.52M -$5.85K -40 -0.4%
VCM
1009
Versant Capital Management
Arizona
$1.52M +$161K +1,100 +12%
WAG
1010
Winthrop Advisory Group
Massachusetts
$1.52M -$136K -930 -8%
MPPLM
1011
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.5M +$597K +4,080 +66%
SLWA
1012
San Luis Wealth Advisors
California
$1.48M -$95.1K -650 -6%
LHC
1013
Little House Capital
Massachusetts
$1.47M -$4.39K -30 -0.3%
KA
1014
Kovack Advisors
Florida
$1.47M +$32.2K +220 +2%
VPI
1015
Value Partners Investments
Manitoba, Canada
$1.47M +$152K +1,040 +12%
CRI
1016
Commonwealth Retirement Investments
Virginia
$1.47M -$36.6K -250 -2%
AWM
1017
Axxcess Wealth Management
California
$1.46M +$114K +780 +9%
KA
1018
Kintegral Advisory
New York
$1.45M -$64.4K -440 -4%
AC
1019
AlphaCore Capital
California
$1.45M -$181K -1,240 -11%
AIA
1020
AIMZ Investment Advisors
California
$1.44M +$5.85K +40 +0.4%
MFIM
1021
Mesirow Financial Investment Management
Illinois
$1.44M +$5.85K +40 +0.4%
Point72 Asset Management
1022
Point72 Asset Management
Connecticut
$1.44M +$1.43M +9,800 New
PFG
1023
Prosperity Financial Group
California
$1.44M -$29.3K -200 -2%
FFM
1024
Fisher Funds Management
New Zealand
$1.44M
PCG
1025
Prosperity Consulting Group
Maryland
$1.44M +$32.2K +220 +2%