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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1676
WrapManager Inc
California
$490K -$352K -3,272 -42%
IIM
1677
InTrack Investment Management
Vermont
$489K -$252K -2,349 -34%
OP
1678
ORG Partners
Indiana
$489K +$3.65K +34 +0.8%
BWG
1679
Beta Wealth Group
California
$489K +$10.9K +101 +2%
LI
1680
Louisbourg Investments
New Brunswick, Canada
$489K +$484K +4,500 New
IA
1681
IFG Advisors
Missouri
$488K -$42.2K -393 -8%
OWMIAS
1682
One Wealth Management Investment & Advisory Services
Florida
$488K +$483K +4,493 New
CC
1683
Corton Capital
Ontario, Canada
$486K -$442K -4,112 -48%
CT
1684
Clearstead Trust
Maine
$485K +$413K +3,842 +613%
AAG
1685
Armstrong Advisory Group
Massachusetts
$485K +$5.91K +55 +1%
CFP
1686
Catalyst Financial Partners
Massachusetts
$485K +$135K +1,253 +39%
QC
1687
Quent Capital
New York
$484K +$87.6K +815 +22%
WP
1688
Westmount Partners
California
$484K -$20.7K -193 -4%
BHPW
1689
Beverly Hills Private Wealth
California
$483K -$215 -2 -0%
PP
1690
PDS Planning
Ohio
$482K +$94.7K +881 +25%
VAF
1691
Values Added Financial
District of Columbia
$481K +$50.5K +470 +12%
IPWA
1692
International Private Wealth Advisors
California
$480K +$475K +4,417 New
WFA
1693
WestHill Financial Advisors
California
$479K – – –
IP
1694
Intellectus Partners
California
$478K -$5.7K -53 -1%
FFWM
1695
Future Financial Wealth Management
Ohio
$477K – – –
9WM
1696
9258 Wealth Management
Ohio
$474K +$90.5K +842 +24%
HPM
1697
Hoxton Planning & Management
West Virginia
$473K -$11.7K -109 -2%
WPA
1698
West Paces Advisors
Georgia
$472K +$3.44K +32 +0.7%
AWM
1699
Accurate Wealth Management
Florida
$470K -$112K -1,041 -19%
CAM
1700
Cidel Asset Management
Ontario, Canada
$469K +$464K +4,322 New
66 67
68
69 70