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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1751
Soltis Investment Advisors
Utah
$605K +$108K +4,073 +23%
CWG
1752
Cornerstone Wealth Group
North Carolina
$605K +$44.5K +1,670 +8%
FBT
1753
First Bankers Trust
Kentucky
$604K -$18.4K -692 -3%
BHIA
1754
Birch Hill Investment Advisors
Massachusetts
$602K -$12.6K -475 -2%
GKWIM
1755
Gerber Kawasaki Wealth & Investment Management
California
$602K +$43.3K +1,627 +8%
OWA
1756
One Wealth Advisors
California
$601K +$18.8K +707 +3%
KWM
1757
KFG Wealth Management
Indiana
$601K -$586 -22 -0.1%
IPWA
1758
International Private Wealth Advisors
California
$600K +$83K +3,117 +17%
GFL
1759
Granite FO LLC
New Hampshire
$598K
VPF
1760
Vantage Point Financial
Illinois
$597K +$13.7K +514 +2%
SI
1761
Severin Investments
Missouri
$596K +$2.42K +91 +0.4%
CL
1762
COWA LLC
Oklahoma
$592K +$228K +8,550 +68%
FFG
1763
Fortem Financial Group
California
$588K +$81.4K +3,058 +17%
ADL
1764
Asset Dedication LLC
California
$588K -$74.7K -2,805 -12%
ML
1765
McAdam LLC
Pennsylvania
$588K -$49.3K -1,853 -8%
TNBTD
1766
Trustmark National Bank Trust Department
Mississippi
$587K -$14.6K -550 -3%
FAL
1767
Focused Alpha LLC
Colorado
$587K +$932 +35 +0.2%
KMWM
1768
Keudell/Morrison Wealth Management
Oregon
$587K +$33.5K +1,260 +6%
CCIA
1769
Cherry Creek Investment Advisors
Colorado
$584K +$8.81K +331 +2%
CWS
1770
Cypress Wealth Services
California
$584K +$95.3K +3,581 +21%
CIAS
1771
CFS Investment Advisory Services
New Jersey
$584K +$13.1K +492 +2%
BG
1772
Bahl & Gaynor
Ohio
$582K -$125K -4,700 -18%
LA
1773
LVW Advisors
New York
$581K +$73.4K +2,756 +15%
W
1774
Wealthquest
Ohio
$581K +$60.2K +2,263 +12%
SFG
1775
Southern Financial Group
Alabama
$576K +$9.29K +349 +2%