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Name Holding Trade Value Shares
Change 		Change in
Stake
C
476
Certuity
Florida
$1.28M +$79.3K +1,196 +7%
RWM
477
Ritholtz Wealth Management
New York
$1.26M -$147K -2,222 -10%
DWA
478
Douglass Winthrop Advisors
New York
$1.26M +$69.6K +1,050 +6%
AWA
479
Alta Wealth Advisors
Massachusetts
$1.25M +$21.4K +323 +2%
CTFG
480
Capstone Triton Financial Group
Oklahoma
$1.25M -$199K -3,001 -14%
RWP
481
Revolve Wealth Partners
New Jersey
$1.24M +$3.85K +58 +0.3%
AGWCA
482
Annis Gardner Whiting Capital Advisors
Florida
$1.24M +$402K +6,055 +48%
GWMIA
483
Global Wealth Management Investment Advisory
Florida
$1.23M +$119K +1,800 +11%
AF
484
Aviso Financial
Ontario, Canada
$1.23M +$1.24M +18,631 New
GWM
485
Gibbs Wealth Management
Georgia
$1.21M +$926K +13,957 +323%
NL
486
NVWM LLC
Pennsylvania
$1.2M +$1.06M +16,028 +725%
FP
487
Financial Perspectives
Minnesota
$1.2M +$202K +3,041 +20%
NCGI
488
Next Century Growth Investors
Minnesota
$1.2M +$1.21M +18,221 New
PWM
489
Prosperity Wealth Management
California
$1.19M +$182K +2,740 +18%
MA
490
Montag & Associates
Georgia
$1.18M – – –
PWP
491
Private Wealth Partners
California
$1.17M +$1.18M +17,740 New
GAM
492
Griffin Asset Management
New York
$1.17M +$435K +6,555 +59%
CCM
493
Connective Capital Management
California
$1.16M +$1.17M +17,606 New
BIP
494
Bouvel Investment Partners
Pennsylvania
$1.16M -$995 -15 -0.1%
MOS
495
MGO One Seven
Ohio
$1.15M -$65.5K -987 -5%
HI
496
Harbour Investments
Wisconsin
$1.15M +$99.4K +1,499 +9%
SW
497
Simplicity Wealth
New Jersey
$1.14M -$162K -2,435 -12%
OIA
498
OneDigital Investment Advisors
Kansas
$1.13M +$366K +5,511 +47%
JWCA
499
J.W. Cole Advisors
Florida
$1.13M +$580K +8,746 +104%
SFA
500
Sequoia Financial Advisors
Ohio
$1.13M -$28.4K -428 -2%
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