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Name Holding Trade Value Shares
Change
Change in
Stake
MA
651
Montag & Associates
Georgia
$510
DWA
652
Delos Wealth Advisors
Texas
$486
CWP
653
Concord Wealth Partners
Virginia
$340 +$334 +14 New
IAA
654
Independent Advisor Alliance
North Carolina
$335 -$31.8K -1,333 -9%
VCM
655
Versant Capital Management
Arizona
$291
FA
656
Fiduciary Alliance
South Carolina
$291 +$286 +12 New
FFL
657
Financial Freedom LLC
Ohio
$279 +$262 +11 New
DI
658
Disciplined Investments
Oklahoma
$267 -$2.93K -123 -92%
AA
659
Addison Advisors
Vermont
$267 +$262 +11 New
PAG
660
Private Advisor Group
New Jersey
$251 -$6.11K -256 -2%
BCH
661
Berkshire Capital Holdings
California
$243
FP
662
Financial Perspectives
Minnesota
$243
NC
663
NewSquare Capital
Pennsylvania
$243 +$239 +10 New
AAP
664
Arax Advisory Partners
Colorado
$219 +$215 +9 New
TF
665
TimeScale Financial
Massachusetts
$210
GJIA
666
Glass Jacobson Investment Advisors
Maryland
$194 +$191 +8 New
TWD
667
True Wealth Design
Ohio
$73 +$72 +3 New
FGAM
668
Financial Gravity Asset Management
Texas
$60 +$572 +24 New
TCWA
669
Ten Capital Wealth Advisors
Washington
$24
VWM
670
Valley Wealth Managers
New Jersey
$8 -$859 -36 Closed
WRCM
671
Whale Rock Capital Management
Massachusetts
-$55M -2,362,354 Closed
CAM
672
Contour Asset Management
New York
-$25.6M -1,097,643 Closed
KC
673
KCL Capital
New York
-$17.5M -750,000 Closed
SAM
674
Scopus Asset Management
New York
-$11.7M -500,000 Closed
SLG
675
Stanley-Laman Group
Pennsylvania
-$11.6M -496,723 Closed