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Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1701
Moller Wealth Partners
$231K
EWM
1702
Executive Wealth Management
Michigan
$231K +$24.3K +185 +10%
VAM
1703
Verity Asset Management
North Carolina
$231K +$265K +2,015 New
MAM
1704
Martingale Asset Management
Massachusetts
$230K -$157K -1,197 -37%
Pacer Advisors
1705
Pacer Advisors
Pennsylvania
$230K +$10K +76 +4%
AWA
1706
Arkadios Wealth Advisors
Georgia
$230K +$42.4K +322 +19%
FAN
1707
Financial Advisors Network
California
$229K -$223K -1,697 -46%
NCM
1708
Novare Capital Management
North Carolina
$229K +$1.32K +10 +0.5%
SW
1709
SlateStone Wealth
Florida
$228K -$23.3K -177 -8%
PWM
1710
PBMares Wealth Management
Virginia
$228K +$15.9K +121 +6%
FSC
1711
Full Sail Capital
Oklahoma
$228K +$241K +1,833 New
NQWM
1712
Northwest Quadrant Wealth Management
Oregon
$226K +$5.13K +39 +2%
CWM
1713
Cornerstone Wealth Management
Missouri
$225K -$3.29K -25 -1%
AIM
1714
Alhambra Investment Management
Florida
$225K +$15.8K +120 +6%
RFN
1715
RDA Financial Network
Iowa
$224K -$57.4K -436 -18%
RDWM
1716
Red Door Wealth Management
Tennessee
$224K +$6.58K +50 +3%
MMA
1717
Miracle Mile Advisors
California
$223K -$392K -2,979 -60%
WBC
1718
West Branch Capital
Massachusetts
$223K -$6.32K -48 -2%
HR
1719
Hayden Royal
North Carolina
$222K +$3.29K +25 +1%
EWF
1720
Epstein & White Financial
California
$221K -$603K -4,587 -70%
EIG
1721
Ellenbecker Investment Group
Wisconsin
$221K +$7.1K +54 +3%
CA
1722
Capital Advantage
California
$219K +$27.2K +207 +13%
AF
1723
Allworth Financial
California
$219K +$39.7K +302 +19%
WP
1724
WealthSource Partners
California
$217K -$17.9K -136 -7%
TA
1725
TFG Advisers
Michigan
$216K -$34.1K -259 -12%