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Name Holding Trade Value Shares
Change
Change in
Stake
WW
2501
Westshore Wealth
California
$548K +$38.4K +776 +9%
BAMG
2502
Brand Asset Management Group
Missouri
$547K – – –
WH
2503
Willner & Heller
California
$547K +$630K +12,713 New
AWM
2504
Avaii Wealth Management
Wisconsin
$546K +$458K +9,244 New
WRM
2505
Weybosset Research & Management
Rhode Island
$543K – – –
CFM
2506
Capricorn Fund Managers
United Kingdom
$543K +$455K +9,189 New
IUHSA
2507
Itau Unibanco Holding S.A.
Brazil
$542K +$126K +2,541 +38%
ES
2508
Eagle Strategies
New York
$540K +$453K +9,145 New
GFPC
2509
Global Financial Private Client
Florida
$539K +$109K +2,200 +32%
AG
2510
Appleton Group
Wisconsin
$538K -$5.15K -104 -1%
PCC
2511
Park Circle Company
Maryland
$537K – – –
CA
2512
Claris Advisors
Missouri
$537K +$450K +9,092 New
PFG
2513
Pinnacle Financial Group
Illinois
$536K +$449K +9,069 New
SPFA
2514
Summit Place Financial Advisors
New Jersey
$534K -$26K -525 -5%
SFP
2515
Sweet Financial Partners
Minnesota
$533K +$447K +9,030 New
CA
2516
Crewe Advisors
Utah
$532K +$27.3K +550 +7%
MC
2517
Machina Capital
France
$531K -$30.7K -619 -6%
FPCP
2518
Fort Point Capital Partners
California
$531K – – –
VC
2519
Veracity Capital
Georgia
$531K +$38.7K +781 +10%
MWP
2520
Meridian Wealth Partners
Pennsylvania
$531K +$97.4K +1,965 +28%
JWM
2521
JFG Wealth Management
Colorado
$530K -$991 -20 -0.2%
RZH
2522
Relyea Zuckerberg Hanson
Connecticut
$530K +$59.3K +1,196 +14%
SWA
2523
Sax Wealth Advisors
New Jersey
$530K +$97.2K +1,962 +28%
FMP
2524
Financial Management Professionals
Texas
$529K +$2.82K +57 +0.6%
HCMG
2525
Howard Capital Management Group
California
$528K +$76.7K +1,548 +21%