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Name Holding Trade Value Shares
Change
Change in
Stake
BF
576
BOK Financial
Oklahoma
$1.13K – – –
CPG
577
Cornerstone Planning Group
New Jersey
$1.04K +$1.13K +7 New
MG
578
Mather Group
Illinois
$848 – – –
GFPC
579
Global Financial Private Client
Florida
$848 +$804 +5 +500%
HWA
580
HHM Wealth Advisors
Tennessee
$708 – – –
SIC
581
SJS Investment Consulting
Ohio
$708 +$161 +1 +25%
BWL
582
Bogart Wealth LLC
Virginia
$566 +$643 +4 New
CH
583
Cromwell Holdings
Wyoming
$566 +$643 +4 New
SS
584
Sunbelt Securities
Texas
$566 +$643 +4 New
PWA
585
Principia Wealth Advisory
Texas
$456 – – –
GWP
586
Gen-Wealth Partners
Michigan
$283 – – –
MCM
587
Manchester Capital Management
Vermont
$283 – – –
Pacer Advisors
588
Pacer Advisors
Pennsylvania
$283 +$321 +2 New
UB
589
UMB Bank
Missouri
$283 +$321 +2 New
BHWM
590
Bay Harbor Wealth Management
Maryland
$282 +$321 +2 New
AAP
591
Arax Advisory Partners
Colorado
$142 -$3.38K -21 -95%
TFM
592
TFC Financial Management
Massachusetts
$142 – – –
HIA
593
HFM Investment Advisors
New Jersey
$142 +$161 +1 New
HNW
594
High Note Wealth
Minnesota
$141 – – –
PWM
595
Parkworth Wealth Management
California
$141 – – –
PWAM
596
Private Wealth Asset Management
Iowa
$141 +$161 +1 New
AWM
597
Activest Wealth Management
Florida
$15 – – –
TLP
598
Tri Locum Partners
New York
– -$32.1M -202,646 Closed
PA
599
Perceptive Advisors
New York
– -$19.8M -125,000 Closed
CM
600
Crestline Management
Texas
– -$16.2M -102,303 Closed