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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
426
Ironwood Investment Management
Massachusetts
$625K
JIC
427
Joel Isaacson & Co
New York
$624K
HAG
428
HighPoint Advisor Group
Illinois
$624K +$25.4K +424 +5%
TPWA
429
TRUE Private Wealth Advisors
Oregon
$616K +$3K +50 +0.6%
BFG
430
Beacon Financial Group
Texas
$614K +$5.82K +97 +4%
RFC
431
Regions Financial Corp
Alabama
$611K +$41.7K +695 +8%
SWM
432
Spire Wealth Management
Virginia
$602K -$224K -3,740 -30%
Vanguard Personalized Indexing Management
433
Vanguard Personalized Indexing Management
California
$602K -$63K -1,050 -11%
VWA
434
V Wealth Advisors
Kansas
$597K -$782K -13,025 -60%
EW
435
Evoke Wealth
California
$595K
ALAM
436
Asahi Life Asset Management
Japan
$593K +$23.4K +390 +5%
BWM
437
Bulltick Wealth Management
Florida
$589K -$105K -1,750 -17%
SHGA
438
Sand Hill Global Advisors
California
$575K +$58.9K +981 +13%
HCM
439
Howland Capital Management
Massachusetts
$570K +$502K +8,360 New
AC
440
Alexandria Capital
Virginia
$569K +$20.8K +347 +4%
CIS
441
Capital International Sarl
California
$566K +$119K +1,988 +31%
LNWWM
442
Laird Norton Wetherby Wealth Management
California
$565K -$922K -15,369 -65%
TMAM
443
Tokio Marine Asset Management
Japan
$561K +$45.6K +759 +10%
ER
444
Enlightenment Research
Florida
$559K +$492K +8,200 New
OC
445
Oakmont Corp
California
$547K
SCA
446
Spearhead Capital Advisors
Florida
$547K +$50.7K +844 +12%
APA
447
American Portfolios Advisors
New York
$544K +$7.92K +132 +2%
PCM
448
Prelude Capital Management
New York
$528K +$465K +7,753 New
NL
449
NWAM LLC
Washington
$520K
VAS
450
Vestmark Advisory Solutions
Massachusetts
$519K -$63.4K -1,057 -12%