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Name Holding Trade Value Shares
Change
Change in
Stake
CWMA
551
Capstone Wealth Management (Alabama)
Alabama
$226K +$207K +4,155 New
RWA
552
Redhawk Wealth Advisors
Minnesota
$226K +$207K +4,152 New
HCM
553
Howard Capital Management
Georgia
$226K +$206K +4,151 New
EWA
554
Evolution Wealth Advisors
Florida
$218K +$200K +4,018 New
NWM
555
Northwest Wealth Management
Iowa
$218K +$3.18K +64 +2%
AWM
556
Arista Wealth Management
Nevada
$218K – – –
EP
557
Essential Partners
California
$217K -$65.8K -1,323 -25%
LWM
558
LeConte Wealth Management
Tennessee
$215K +$197K +3,959 New
MOS
559
MGO One Seven
Ohio
$215K -$3.93K -79 -2%
BBHC
560
Brown Brothers Harriman & Co
New York
$214K -$2.39K -48 -1%
CWP
561
Cyndeo Wealth Partners
Florida
$213K +$195K +3,923 New
DAS
562
Dynamic Advisor Solutions
Arizona
$213K -$2.69K -54 -1%
IWN
563
Independent Wealth Network
Iowa
$212K +$194K +3,896 New
BPA
564
Beacon Pointe Advisors
California
$211K +$193K +3,879 New
RPA
565
Redwood Park Advisors
California
$206K – – –
ICP
566
Interchange Capital Partners
Pennsylvania
$206K -$159K -3,198 -46%
OC
567
OceanIQ Capital
California
$205K +$281K +5,651 New
GIA
568
Gateway Investment Advisers
Ohio
$205K +$187K +3,761 New
NAMI
569
Nomura Asset Management International
Pennsylvania
$203K -$197K -3,966 -52%
LS
570
Livforsakringsbolaget Skandia
Sweden
$201K – – –
DAM
571
Delta Asset Management
Tennessee
$192K – – –
GI
572
GAMMA Investing
California
$174K +$17.8K +358 +13%
FAM
573
Fulcrum Asset Management
United Kingdom
$154K +$141K +2,835 New
Pacer Advisors
574
Pacer Advisors
Pennsylvania
$140K +$30.8K +620 +32%
IAIM
575
International Assets Investment Management
Florida
$138K +$24.9K +501 +27%