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Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
776
Regatta Capital Group
California
$452K +$6.56K +95 +2%
JSSH
777
J. Safra Sarasin Holding
$451K – – –
CE
778
Cornerstone Enterprises
Wisconsin
$449K +$6.56K +95 +2%
IHL
779
Investment House LLC
California
$449K -$6.22K -90 -2%
GAA
780
Guardian Asset Advisors
Pennsylvania
$447K +$11.1K +160 +3%
MWM
781
Mission Wealth Management
California
$447K -$34.8K -504 -8%
OWA
782
Octavia Wealth Advisors
Ohio
$446K -$88.1K -1,276 -19%
UB
783
UMB Bank
Missouri
$443K -$2.83K -41 -0.7%
KA
784
Kozak & Associates
Colorado
$443K – – –
GC
785
GFG Capital
Florida
$442K +$27.8K +403 +6%
GDP
786
Great Diamond Partners
Maine
$439K -$265K -3,833 -41%
BAM
787
Blueshift Asset Management
New Jersey
$438K -$3.02M -43,719 -89%
PI
788
Pachira Investments
California
$431K +$1.59K +23 +0.4%
HSA
789
HBK Sorce Advisory
Pennsylvania
$430K -$115K -1,663 -24%
RW
790
Rede Wealth
Virginia
$430K -$28.1K -407 -7%
CWA
791
Clarity Wealth Advisors
California
$428K +$25.9K +375 +8%
WAG
792
Winthrop Advisory Group
Massachusetts
$427K +$69.1K +1,000 +23%
PI
793
PineBridge Investments
New York
$424K -$106K -1,538 -28%
CFD
794
Creative Financial Designs
Indiana
$421K – – –
CLOS
795
Compagnie Lombard Odier SCmA
Switzerland
$421K +$138K +2,000 +62%
CC
796
Callan Capital
California
$420K +$15.2K +220 +4%
SWM
797
SeaCrest Wealth Management
New York
$419K -$20.5K -297 -5%
GWMR
798
GC Wealth Management RIA
Massachusetts
$418K -$124K -1,791 -26%
OWMIAS
799
One Wealth Management Investment & Advisory Services
Florida
$418K -$587K -8,504 -62%
BP
800
Ballentine Partners
Massachusetts
$415K +$358K +5,183 New
30 31
32
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