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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1001
EverSource Wealth Advisors
Alabama
$219K -$70K -1,073 -21%
MEAC
1002
M.E. Allison & Co
Texas
$219K – – –
QFA
1003
Quantum Financial Advisors
California
$218K -$6.2K -95 -2%
FAN
1004
Financial Advisors Network
California
$218K -$2.61K -40 -1%
OC
1005
Oppenheimer & Co
New York
$217K -$119K -1,827 -32%
TC
1006
TwinBeech Capital
New York
$217K +$255K +3,909 New
LA
1007
LVW Advisors
New York
$215K +$253K +3,876 New
LGF
1008
LGT Group Foundation
Liechtenstein
$211K +$248K +3,800 New
IDA
1009
Intelligence Driven Advisers
California
$210K +$48.9K +749 +25%
CWA
1010
CogentBlue Wealth Advisors
Tennessee
$209K -$16.9K -259 -6%
RSA
1011
River Street Advisors
Illinois
$208K – – –
UAG
1012
United Advisor Group
Ohio
$207K +$31.8K +487 +15%
GM
1013
GeoWealth Management
Illinois
$206K -$3.52K -54 -1%
SIC
1014
Schwartz Investment Counsel
Michigan
$205K – – –
PL
1015
Parthenon LLC
Kentucky
$203K – – –
OR
1016
Olympiad Research
Connecticut
$203K +$239K +3,657 New
TWP
1017
Tyche Wealth Partners
Texas
$203K +$130 +2 +0.1%
CHAM
1018
Clear Harbor Asset Management
Connecticut
$203K +$238K +3,647 New
SACTSONJ
1019
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$202K -$32K -490 -12%
RDFA
1020
Ritter Daniher Financial Advisory
Ohio
$201K -$20.8K -319 -8%
MAG
1021
M3 Advisory Group
Massachusetts
$200K -$17.8K -273 -7%
MO
1022
McMillan Office
Michigan
$200K – – –
VCM
1023
Versant Capital Management
Arizona
$200K +$17.4K +267 +8%
CF
1024
Centaurus Financial
California
$183K -$1.76K -27 -0.8%
ABC
1025
Anchor Bay Capital
California
$177K +$205K +3,139 New