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Name Holding Trade Value Shares
Change
Change in
Stake
RIL
1551
Rothschild Investment LLC
Illinois
$585K +$65.1K +345 +14%
CWM
1552
Centurion Wealth Management
Virginia
$582K +$89.6K +475 +20%
NIWA
1553
New Insight Wealth Advisors
California
$581K +$148K +785 +38%
CIAS
1554
Capital Investment Advisory Services
North Carolina
$578K -$14.2K -75 -3%
RFN
1555
Redwood Financial Network
Ohio
$574K +$943 +5 +0.2%
NHT
1556
New Hampshire Trust
New Hampshire
$574K – – –
NRG
1557
Nemes Rush Group
Michigan
$570K +$48.1K +255 +10%
OC
1558
Oarsman Capital
Wisconsin
$569K +$120K +635 +30%
CPA
1559
Capital Performance Advisors
California
$567K +$106K +560 +26%
CIS
1560
Custom Index Systems
New York
$566K -$68.9K -365 -12%
VCM
1561
Vivaldi Capital Management
Illinois
$565K +$519K +2,750 New
OL
1562
OneFund LLC
Florida
$562K -$4.72K -25 -0.9%
FP
1563
Financial Perspectives
Minnesota
$560K – – –
BSHC
1564
Breed's Hill Capital
Massachusetts
$558K +$28.3K +150 +6%
VCM
1565
Versant Capital Management
Arizona
$557K +$258K +1,370 +102%
MWA
1566
Meridian Wealth Advisors
Texas
$555K – – –
LCWP
1567
Legacy Capital Wealth Partners
Arkansas
$553K -$20.8K -110 -4%
BIG
1568
Brookwood Investment Group
Arizona
$549K -$280K -1,485 -36%
HIC
1569
Holderness Investments Company
North Carolina
$549K -$17.9K -95 -3%
JFGIW
1570
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$548K -$5.66K -30 -1%
Klingman & Associates
1571
Klingman & Associates
New York
$548K +$91.5K +485 +22%
Lighthouse Investment Partners
1572
Lighthouse Investment Partners
Florida
$544K +$499K +2,645 New
DAM
1573
Deltec Asset Management
New York
$541K +$496K +2,630 New
SIMG
1574
Sonora Investment Management Group
Arizona
$536K +$36.8K +195 +8%
HFP
1575
Holistic Financial Partners
Indiana
$535K -$18.9K -100 -4%