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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1601
TSA Wealth Management
Texas
$383K +$26.9K +57 +8%
RFP
1602
Root Financial Partners
California
$382K +$159K +336 +77%
KFS
1603
Kurt F. Somerville
$382K +$363K +770 New
DOA
1604
D'Orazio & Associates
Virginia
$381K +$8.49K +18 +2%
KC
1605
Knuff & Co
California
$381K +$91.1K +193 +34%
MFWP
1606
Mosaic Family Wealth Partners
Missouri
$380K +$138K +292 +62%
PHS
1607
Pekin Hardy Strauss
Illinois
$379K -$3.3K -7 -0.9%
BWM
1608
BigSur Wealth Management
Florida
$377K – – –
JGC
1609
J. Goldman & Co
New York
$377K +$359K +761 New
NC
1610
NewSquare Capital
Pennsylvania
$377K +$91.5K +194 +34%
OC
1611
Oakworth Capital
Alabama
$377K – – –
MW
1612
MBL Wealth
North Carolina
$376K +$115K +244 +47%
SF
1613
Sun Financial
Utah
$373K -$7.55K -16 -2%
KWM
1614
Keebeck Wealth Management
Illinois
$373K +$355K +753 New
CA
1615
Crewe Advisors
Utah
$373K +$7.55K +16 +2%
HWMO
1616
Heritage Wealth Management (Ohio)
Ohio
$372K – – –
PIA
1617
Perennial Investment Advisors
California
$371K +$44.4K +94 +14%
MAG
1618
M3 Advisory Group
Massachusetts
$369K +$34.4K +73 +11%
SHGA
1619
Sand Hill Global Advisors
California
$369K +$18.9K +40 +6%
CFS
1620
CRA Financial Services
New Jersey
$367K +$6.61K +14 +2%
Curi RMB Capital
1621
Curi RMB Capital
Illinois
$367K -$17.9K -38 -5%
ELM
1622
Elite Life Management
Florida
$367K +$14.6K +31 +4%
CPW
1623
Cove Private Wealth
New York
$367K +$350K +741 New
1WA
1624
180 Wealth Advisors
Washington
$367K +$1.42K +3 +0.4%
LA
1625
Latitude Advisors
Florida
$366K -$9.44K -20 -3%