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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
776
Wedmont Private Capital
Pennsylvania
$250K -$77.6K -1,688 -24%
BTWM
777
Baker Tilly Wealth Management
Wisconsin
$249K -$59.8K -1,302 -19%
BFM
778
Boothbay Fund Management
New York
$246K -$59.8K -1,301 -19%
GKWIM
779
Gerber Kawasaki Wealth & Investment Management
California
$241K +$46 +1 +0%
HA
780
Herold Advisors
New York
$241K +$248K +5,400 New
MCM
781
Manchester Capital Management
Vermont
$238K +$92 +2 +0%
MWPCG
782
Measured Wealth Private Client Group
New Hampshire
$238K -$91.5K -1,992 -27%
TLFA
783
True Link Financial Advisors
California
$237K – – –
IAIM
784
International Assets Investment Management
Florida
$237K -$32.9K -715 -12%
CS
785
Comerica Securities
Michigan
$236K +$11.8K +257 +5%
LA
786
LexAurum Advisors
Kansas
$235K +$322 +7 +0.1%
SSWM
787
Strait & Sound Wealth Management
California
$235K +$233K +5,082 New
EVM
788
Evelyn V. Moreno
$234K – – –
AFP
789
Alpha Financial Partners
Kentucky
$234K +$241K +5,240 New
TAIM
790
TD Ameritrade Investment Management
Nebraska
$233K -$77.6K -1,690 -24%
WAM
791
Watershed Asset Management
California
$231K +$5.56K +121 +2%
CRC
792
Curi RMB Capital
Illinois
$231K -$1.56K -34 -0.7%
CAMG
793
CWA Asset Management Group
Florida
$231K +$238K +5,184 New
CSWM
794
Cassady Schiller Wealth Management
Ohio
$231K -$873 -19 -0.4%
SWM
795
Seed Wealth Management
Illinois
$229K +$236K +5,145 New
HH
796
Hilltop Holdings
Texas
$228K -$4.59K -100 -2%
HFAS
797
Hummer Financial Advisory Services
Illinois
$228K -$23.3K -508 -9%
RPGK
798
Retirement Planning Group (Kansas)
Kansas
$225K +$2.53K +55 +1%
TC
799
TownSquare Capital
Utah
$223K +$230K +5,011 New
GA
800
Gateway Advisory
New Jersey
$223K +$230K +5,008 New