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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
826
Axxcess Wealth Management
California
$257K +$249K +5,612 New
CI Investments Inc
827
CI Investments Inc
Ontario, Canada
$256K +$2.62K +59 +1%
A
828
AlphaQuest
New York
$252K +$245K +5,523 New
CSWM
829
Cassady Schiller Wealth Management
Ohio
$252K
WPC
830
Wedmont Private Capital
Pennsylvania
$252K -$9.02K -203 -4%
NHC
831
Nicholas Hoffman & Company
Georgia
$252K +$666 +15 +0.3%
MCM
832
Manchester Capital Management
Vermont
$251K +$1.51K +34 +0.6%
RCM
833
Raleigh Capital Management
North Carolina
$250K +$4.75K +107 +2%
LA
834
Lane & Associates
New Jersey
$248K -$36.1K -812 -13%
GFP
835
Gryphon Financial Partners
Ohio
$248K +$8.93K +201 +4%
SIC
836
Shoker Investment Counsel
Ohio
$247K +$240K +5,413 New
FPAS
837
Focus Partners Advisor Solutions
Missouri
$246K -$46.9K -1,056 -16%
PIM
838
Plato Investment Management
Australia
$245K +$238K +5,365 New
PCS
839
Personal CFO Solutions
New Jersey
$245K -$70.4K -1,586 -23%
CWM
840
Cornerstone Wealth Management
Missouri
$244K -$7.46K -168 -3%
LA
841
LexAurum Advisors
Kansas
$244K +$844 +19 +0.4%
SLI
842
Sumitomo Life Insurance
Japan
$242K
DFG
843
Demars Financial Group
Washington
$240K -$3.45M -77,583 -94%
CGL
844
Clarius Group LLC
Washington
$240K -$35.9K -809 -13%
CPA
845
Court Place Advisors
Maryland
$239K -$17.5K -394 -7%
SWM
846
Seed Wealth Management
Illinois
$238K
BTWM
847
Baker Tilly Wealth Management
Wisconsin
$238K -$17.8K -401 -7%
CRC
848
Curi RMB Capital
Illinois
$238K +$489 +11 +0.2%
SSWM
849
Strait & Sound Wealth Management
California
$236K
FCFC
850
First Citizens Financial Corp
Iowa
$236K