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Name Holding Trade Value Shares
Change
Change in
Stake
NL
1401
NWAM LLC
Washington
$450K -$19.4K -43 -4%
Diversify Advisory Services
1402
Diversify Advisory Services
Utah
$450K +$10.8K +24 +2%
TA
1403
TFB Advisors
Kansas
$450K +$15.3K +34 +4%
NP
1404
Nilsine Partners
Colorado
$449K -$215K -478 -33%
MP
1405
Moment Partners
California
$447K -$5.85K -13 -1%
BCG
1406
Breakwater Capital Group
New Jersey
$446K +$169K +376 +65%
AI
1407
AdvisorShares Investments
Maryland
$444K +$428K +950 New
FCB
1408
First County Bank
Connecticut
$442K +$428K +950 New
NB
1409
Nicolet Bankshares
Wisconsin
$442K – – –
OWA
1410
One Wealth Advisors
California
$440K +$71.6K +159 +20%
W
1411
Wealthquest
Ohio
$436K +$7.2K +16 +2%
Boothbay Fund Management
1412
Boothbay Fund Management
New York
$434K -$522K -1,159 -55%
THCM
1413
Taylor Hoffman Capital Management
Virginia
$434K – – –
RCG
1414
Regatta Capital Group
California
$434K – – –
TNA
1415
True North Advisors
Texas
$429K +$415K +921 New
HWMO
1416
Heritage Wealth Management (Ohio)
Ohio
$427K – – –
TTWM
1417
TCV Trust & Wealth Management
Virginia
$425K – – –
TIA
1418
Tiemann Investment Advisors
California
$425K – – –
HBT
1419
Heartland Bank & Trust
Illinois
$425K +$50K +111 +14%
HPM
1420
Hoxton Planning & Management
West Virginia
$423K -$2.7K -6 -0.7%
SIM
1421
Stratos Investment Management
Ohio
$423K -$143K -317 -26%
MWPCG
1422
Measured Wealth Private Client Group
New Hampshire
$423K -$9K -20 -2%
CT
1423
Colonial Trust
South Carolina
$422K +$173K +384 +73%
HCP
1424
Hamilton Capital Partners
Georgia
$421K -$4.4M -9,769 -92%
PWG
1425
Portside Wealth Group
Utah
$420K +$57.6K +128 +17%