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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
826
Balboa Wealth Partners
Arizona
$390K -$21.9K -100 -6%
RP
827
Regal Partners
Australia
$389K -$1.31M -6,000 -79%
ITFISA
828
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$385K -$153K -700 -31%
QWP
829
Quotient Wealth Partners
Texas
$385K +$56.4K +258 +20%
TCWM
830
Total Clarity Wealth Management
Illinois
$382K +$95.2K +435 +39%
DS
831
DRW Securities
Illinois
$382K +$38.1K +174 +13%
AFA
832
Avant Financial Advisors
Texas
$380K -$186K -850 -35%
1W
833
1776 Wealth
Georgia
$375K – – –
NF
834
Napier Financial
Massachusetts
$375K – – –
HA
835
Herold Advisors
New York
$373K – – –
DM
836
Diker Management
New York
$368K +$328K +1,500 New
FFM
837
Forum Financial Management
Illinois
$367K +$10.9K +50 +3%
HIC
838
Holderness Investments Company
North Carolina
$367K +$327K +1,496 New
APG
839
Abacus Planning Group
South Carolina
$364K – – –
RCA
840
Resonant Capital Advisors
Wisconsin
$364K -$50.8K -232 -14%
CAG
841
Crestwood Advisors Group
Massachusetts
$361K +$322K +1,471 New
MFA
842
Mayflower Financial Advisors
Massachusetts
$360K +$15.5K +71 +5%
BAAM
843
Baker Avenue Asset Management
California
$359K +$321K +1,465 New
GIA
844
Gladstone Institutional Advisory
Florida
$359K -$9.63K -44 -3%
IAS
845
Insigneo Advisory Services
Florida
$358K +$3.28K +15 +1%
BCM
846
Bayesian Capital Management
New York
$355K +$317K +1,449 New
PWMAG
847
Pinnacle Wealth Management Advisory Group
New Jersey
$355K +$317K +1,447 New
CWP
848
Core Wealth Partners
California
$353K – – –
SI
849
Stonekeep Investments
New Mexico
$351K +$7.66K +35 +3%
FWM
850
Focused Wealth Management
New York
$349K +$47K +215 +18%
32 33
34
35 36