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Name Holding Trade Value Shares
Change
Change in
Stake
TPW
901
Transatlantique Private Wealth
New York
$230K – – –
CSPIA
902
Cary Street Partners Investment Advisory
Virginia
$229K +$5.17K +96 +2%
AWA
903
Arkadios Wealth Advisors
Georgia
$229K +$247K +4,589 New
CAG
904
Csenge Advisory Group
Florida
$229K -$1.35K -25 -0.5%
AC
905
Avestar Capital
New York
$228K +$246K +4,568 New
CFS
906
Coordinated Financial Services
Colorado
$227K +$1.35K +25 +0.6%
GKWIM
907
Gerber Kawasaki Wealth & Investment Management
California
$226K +$3.23K +60 +1%
JWM
908
Janiczek Wealth Management
Colorado
$226K -$8.83K -164 -4%
SSWM
909
Strait & Sound Wealth Management
California
$223K – – –
MG
910
Mather Group
Illinois
$223K +$58.2K +1,081 +38%
FNBT
911
FineMark National Bank & Trust
Florida
$223K – – –
CRWM
912
Castle Rock Wealth Management
California
$223K +$29.7K +551 +14%
PFPT
913
Pinnacle Financial Partners (Tennessee)
Tennessee
$221K -$6.78K -126 -3%
GC
914
Globeflex Capital
California
$219K – – –
VAM
915
Verity Asset Management
North Carolina
$219K -$6.89K -128 -3%
JAG
916
Journey Advisory Group
Kentucky
$219K – – –
RMCM
917
Reynders McVeigh Capital Management
Massachusetts
$218K -$77.7K -1,443 -25%
SLI
918
Sumitomo Life Insurance
Japan
$218K -$40.2K -746 -15%
MNBTD
919
Moody National Bank Trust Division
Texas
$218K – – –
GT
920
Glenview Trust
Kentucky
$217K – – –
SPI
921
Sutton Place Investors
New York
$216K -$485 -9 -0.2%
PWPS
922
Pinnacle Wealth Planning Services
Ohio
$213K – – –
AC
923
ASB Consultores
Florida
$212K -$84.6K -1,571 -27%
SEIA
924
Signature Estate & Investment Advisors
California
$212K +$228K +4,238 New
1IA
925
1620 Investment Advisors
Massachusetts
$211K +$228K +4,228 New