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Name Holding Trade Value Shares
Change
Change in
Stake
AFP
801
Alpha Financial Partners
Kentucky
$226K -$5.55K -47 -2%
BWMG
802
Barnes Wealth Management Group
California
$226K -$4.25K -36 -2%
PJWM
803
Philip James Wealth Mangement
Georgia
$226K +$222K +1,883 New
GL
804
Gerber LLC
Ohio
$226K
RCAG
805
Rehmann Capital Advisory Group
Michigan
$225K -$1.06K -9 -0.5%
MNBTD
806
Moody National Bank Trust Division
Texas
$225K
MAM
807
Martingale Asset Management
Massachusetts
$223K -$271K -2,300 -55%
DC
808
Davenport & Co
Virginia
$219K -$40.8K -346 -16%
BA
809
Bridgewater Advisors
New York
$218K +$204K +1,726 New
BAM
810
Berkshire Asset Management
Pennsylvania
$217K -$472 -4 -0.2%
PCIA
811
Prime Capital Investment Advisors
Kansas
$217K -$708 -6 -0.3%
BS
812
Banco Santander
Spain
$216K
FCM
813
Fire Capital Management
California
$216K
QWP
814
Quotient Wealth Partners
Texas
$216K +$212K +1,799 New
FOA
815
Five Oceans Advisors
California
$215K -$826 -7 -0.4%
MFIM
816
Mesirow Financial Investment Management
Illinois
$213K +$210K +1,777 New
TVAMP
817
Tennessee Valley Asset Management Partners
Tennessee
$213K +$209K +1,775 New
RSWM
818
Robertson Stephens Wealth Management
California
$213K +$944 +8 +0.5%
PS
819
Planned Solutions
California
$212K +$3.66K +31 +2%
PHWA
820
Petersen Hastings Wealth Advisors
Washington
$211K +$590 +5 +0.3%
MPWT
821
MassMutual Private Wealth & Trust
Connecticut
$211K -$13.2K -112 -6%
GVAG
822
Great Valley Advisor Group
Delaware
$210K -$1.77K -15 -0.8%
CSPIA
823
Cary Street Partners Investment Advisory
Virginia
$210K +$206K +1,745 New
TWM
824
Tradition Wealth Management
Minnesota
$208K +$204K +1,728 New
AC
825
Avestar Capital
New York
$207K -$226K -1,919 -53%