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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
476
Ritholtz Wealth Management
New York
$1.26M -$147K -2,222 -10%
DWA
477
Douglass Winthrop Advisors
New York
$1.26M +$69.6K +1,050 +6%
AWA
478
Alta Wealth Advisors
Massachusetts
$1.25M +$21.4K +323 +2%
CTFG
479
Capstone Triton Financial Group
Oklahoma
$1.25M -$199K -3,001 -14%
RWP
480
Revolve Wealth Partners
New Jersey
$1.24M +$3.85K +58 +0.3%
AGWCA
481
Annis Gardner Whiting Capital Advisors
Florida
$1.24M +$402K +6,055 +48%
GWMIA
482
Global Wealth Management Investment Advisory
Florida
$1.23M +$119K +1,800 +11%
AF
483
Aviso Financial
Ontario, Canada
$1.23M +$1.24M +18,631 New
GWM
484
Gibbs Wealth Management
Georgia
$1.21M +$926K +13,957 +323%
NL
485
NVWM LLC
Pennsylvania
$1.2M +$1.06M +16,028 +725%
FP
486
Financial Perspectives
Minnesota
$1.2M +$202K +3,041 +20%
NCGI
487
Next Century Growth Investors
Minnesota
$1.2M +$1.21M +18,221 New
PWM
488
Prosperity Wealth Management
California
$1.19M +$182K +2,740 +18%
MA
489
Montag & Associates
Georgia
$1.18M – – –
PWP
490
Private Wealth Partners
California
$1.17M +$1.18M +17,740 New
GAM
491
Griffin Asset Management
New York
$1.17M +$435K +6,555 +59%
CCM
492
Connective Capital Management
California
$1.16M +$1.17M +17,606 New
BIP
493
Bouvel Investment Partners
Pennsylvania
$1.16M -$995 -15 -0.1%
MOS
494
MGO One Seven
Ohio
$1.15M -$65.5K -987 -5%
HI
495
Harbour Investments
Wisconsin
$1.15M +$99.4K +1,499 +9%
SW
496
Simplicity Wealth
New Jersey
$1.14M -$162K -2,435 -12%
OIA
497
OneDigital Investment Advisors
Kansas
$1.13M +$366K +5,511 +47%
JWCA
498
J.W. Cole Advisors
Florida
$1.13M +$580K +8,746 +104%
SFA
499
Sequoia Financial Advisors
Ohio
$1.13M -$28.4K -428 -2%
P
500
Pitcairn
Pennsylvania
$1.13M +$74.2K +1,118 +7%
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