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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
801
Alterna Wealth Management
Texas
$363K – – –
AWP
802
Abacus Wealth Partners
California
$362K +$336K +3,200 New
NP
803
NorthRock Partners
Minnesota
$359K – – –
HR
804
Hayden Royal
North Carolina
$358K +$18.9K +180 +6%
PP
805
PDT Partners
New York
$357K -$1.03M -9,850 -76%
AWS
806
AJ Wealth Strategies
New York
$355K +$56.7K +540 +21%
DWA
807
Douglass Winthrop Advisors
New York
$353K +$328K +3,120 New
TS
808
Tamar Securities
California
$352K +$13.6K +130 +4%
VFA
809
Valeo Financial Advisors
Indiana
$351K +$89.2K +850 +38%
HS
810
Haafor (Singapore)
Singapore
$348K +$322K +3,070 New
KPW
811
Kore Private Wealth
New York
$348K +$322K +3,070 New
MWM
812
Mattern Wealth Management
Kansas
$344K -$8.4K -80 -3%
CRI
813
Colonial River Investments
Virginia
$343K +$252K +2,400 New
PPCM
814
Pillar Pacific Capital Management
California
$343K +$318K +3,030 New
WWM
815
Wolff Wiese Magana
California
$343K +$318K +3,030 New
GWSG
816
GPS Wealth Strategies Group
Colorado
$342K +$317K +3,020 New
GGS
817
Galvin Gaustad & Stein
Arizona
$340K +$315K +3,000 New
LCH
818
Lee Capital Holdings
New York
$340K +$315K +3,000 New
Credit Agricole
819
Credit Agricole
France
$339K -$13.6K -130 -4%
KNW
820
Kesler Norman & Wride
Utah
$338K +$314K +2,990 New
LWIC
821
Leith Wheeler Investment Counsel
British Columbia, Canada
$332K – – –
AMC
822
Asset Management Corp
Illinois
$331K +$5.25K +50 +2%
BWP
823
Bernardo Wealth Planning
Pennsylvania
$330K +$51.4K +490 +20%
UAS
824
United Asset Strategies
New York
$328K -$26.2K -250 -8%
AF
825
Allworth Financial
California
$325K -$125K -1,190 -29%