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Name Holding Trade Value Shares
Change
Change in
Stake
WP
876
WealthSource Partners
California
$342K +$10.9K +300 +3%
V
877
VeraBank
Texas
$341K -$2.32K -64 -0.7%
WFA
878
Wipfli Financial Advisors
Wisconsin
$340K +$342K +9,427 New
BHWM
879
Bar Harbor Wealth Management
New Hampshire
$337K
WHAM
880
Windmill Hill Asset Management
United Kingdom
$337K
SIM
881
SSI Investment Management
California
$331K +$907 +25 +0.3%
MS
882
Maven Securities
Jersey
$331K +$109K +2,996 +48%
GC
883
GFG Capital
Florida
$330K
GD
884
Grandfield & Dodd
New York
$330K
SC
885
Sawyer & Company
Massachusetts
$330K
SA
886
Syntax Advisors
New York
$330K +$71.6K +1,974 +27%
VCG
887
Vantage Consulting Group
Virginia
$330K +$71.6K +1,974 +27%
BC
888
Burney Company
Virginia
$330K +$333K +9,190 New
PPP
889
Private Portfolio Partners
New Jersey
$328K
LP
890
LMR Partners
United Kingdom
$326K -$1.57M -43,303 -83%
IAA
891
Independent Advisor Alliance
North Carolina
$326K +$14K +386 +4%
AWM
892
Avior Wealth Management
Nebraska
$325K
CCA
893
Checchi Capital Advisers
California
$322K +$16.1K +445 +5%
GRP
894
Global Retirement Partners
California
$321K -$6.49K -179 -3%
WP
895
Wealthspan Partners
Iowa
$320K
HPWM
896
Highland Private Wealth Management
Washington
$319K +$17.8K +492 +6%
MIG
897
McGuire Investment Group
Rhode Island
$317K
SI
898
SCP Investment
California
$316K +$109K +3,000 +52%
PNAA
899
Pictet North America Advisors
Switzerland
$314K
SFA
900
Sequoia Financial Advisors
Ohio
$314K -$14.9K -410 -4%