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Name Holding Trade Value Shares
Change
Change in
Stake
TW
1301
TritonPoint Wealth
Maryland
$477K -$246K -1,625 -31%
KAS
1302
KPP Advisory Services
Kentucky
$475K +$472K +3,115 New
Quotient Wealth Partners
1303
Quotient Wealth Partners
Texas
$475K +$31.1K +205 +7%
CT
1304
Chicago Trust
Illinois
$471K +$144K +950 +44%
CDH
1305
Charles D. Hyman
$470K – – –
NAS
1306
Nicolet Advisory Services
Wisconsin
$469K +$96.2K +635 +27%
MW
1307
Marcum Wealth
Ohio
$469K +$9.85K +65 +2%
1W
1308
1776 Wealth
Georgia
$468K – – –
SFS
1309
Stiles Financial Services
Minnesota
$465K -$45.5K -300 -9%
KFS
1310
Kaizen Financial Strategies
California
$465K -$4.54K -30 -1%
HH
1311
Hilltop Holdings
Texas
$464K +$7.58K +50 +2%
APW
1312
Austin Private Wealth
Texas
$464K +$56.8K +375 +14%
PWM
1313
Palumbo Wealth Management
New York
$464K +$238K +1,570 +107%
DIM
1314
Delta Investment Management
California
$459K +$107K +705 +31%
BRG
1315
Bay Rivers Group
Virginia
$458K +$59.8K +395 +15%
AA
1316
Alta Advisers
United Kingdom
$457K – – –
WWM
1317
Westwood Wealth Management
California
$457K +$56.8K +375 +14%
LOAMU
1318
Lombard Odier Asset Management (USA)
New York
$457K +$455K +3,000 New
PFA
1319
Pathway Financial Advisers
Indiana
$456K -$53.8K -355 -11%
EWM
1320
Evermay Wealth Management
Virginia
$456K +$17.4K +115 +4%
Capital Advisors Inc
1321
Capital Advisors Inc
Oklahoma
$456K +$12.9K +85 +3%
VAG
1322
VisionPoint Advisory Group
Texas
$456K +$286K +1,885 +171%
BBW
1323
Blue Barn Wealth
Utah
$454K -$216K -1,425 -32%
OFS
1324
Orrstown Financial Services
Pennsylvania
$454K +$50K +330 +12%
LSA
1325
Lion Street Advisors
Texas
$454K – – –