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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
751
Geneos Wealth Management
Colorado
$281K +$57K +940 +22%
LCM
752
Landscape Capital Management
New Jersey
$281K
KCM
753
KRS Capital Management
Michigan
$277K -$24.2K -400 -7%
AMM
754
American Money Management
California
$277K +$8.48K +140 +3%
SWA
755
Stratos Wealth Advisors
Ohio
$277K +$5.03K +83 +2%
FWM
756
FFT Wealth Management
Pennsylvania
$276K -$3.03K -50 -1%
CWS
757
Confluence Wealth Services
Pennsylvania
$275K -$3.09K -51 -1%
ATPW
758
Ashton Thomas Private Wealth
Arizona
$275K -$12.1K -200 -4%
RFN
759
Redwood Financial Network
Ohio
$274K -$2.91K -48 -0.9%
ASI
760
Advisory Services & Investments
Oregon
$274K +$55.4K +914 +22%
WP
761
Westmount Partners
California
$273K +$4.36K +72 +1%
NPA
762
Nichols & Pratt Advisers
Massachusetts
$273K -$303K -5,000 -50%
NCM
763
Northside Capital Management
Oregon
$273K +$303K +5,000 New
TFA
764
Teamwork Financial Advisors
Texas
$271K +$301K +4,963 New
ARIS
765
Advanced Research Investment Solutions
California
$271K
CGL
766
Clarius Group LLC
Washington
$270K +$299K +4,940 New
ME
767
McIlrath & Eck
Washington
$269K -$2.79K -46 -0.9%
FCAS
768
First Command Advisory Services
Texas
$268K +$298K +4,920 New
LFP
769
Leeward Financial Partners
Washington
$268K +$298K +4,919 New
VCP
770
Verus Capital Partners
Arizona
$268K -$32.9K -543 -10%
SPIO
771
Seven Post Investment Office
California
$267K
IFWM
772
Institute for Wealth Management
Colorado
$267K
SSB
773
Sandy Spring Bank
Maryland
$266K +$13.6K +224 +5%
PIA
774
Powell Investment Advisors
Florida
$264K +$293K +4,835 New
PA
775
PFG Advisors
Arizona
$262K