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Name Holding Trade Value Shares
Change 		Change in
Stake
G
976
GenTrust
Florida
$216K +$86.1K +465 +48%
AA
977
Alta Advisers
United Kingdom
$215K – – –
PIA
978
Perennial Investment Advisors
California
$215K -$3.15K -17 -1%
PCM
979
Pincus Capital Management
New York
$215K – – –
DWM
980
Drive Wealth Management
Utah
$215K +$264K +1,424 New
JTWM
981
Jackson Thornton Wealth Management
Alabama
$213K -$216K -1,165 -40%
WPA
982
Wealth Preservation Advisors
Tennessee
$213K +$46.3K +250 +22%
SB
983
SIG Brokerage
New York
$209K +$256K +1,384 New
EWM
984
Empirical Wealth Management
Washington
$208K -$118K -637 -32%
TPWA
985
Twin Peaks Wealth Advisors
California
$208K +$370 +2 +0.1%
BCM
986
Bayesian Capital Management
New York
$207K +$254K +1,374 New
SP
987
Symmetry Partners
Connecticut
$205K -$12.4K -67 -5%
MWM
988
Meridian Wealth Management
Kentucky
$205K -$396K -2,137 -61%
SVWAG
989
Sound View Wealth Advisors Group
Georgia
$204K +$250K +1,353 New
CA
990
Claro Advisors
Massachusetts
$201K +$740 +4 +0.3%
AAS
991
Ameritas Advisory Services
Nebraska
$201K +$64K +346 +35%
WC
992
Westerkirk Capital
$196K – – –
ACM
993
Adalta Capital Management
New York
$195K – – –
FP
994
Financial Perspectives
Minnesota
$193K – – –
IAAG
995
Innovative Asset Advisors Group
Connecticut
$186K +$229K +1,235 New
RS
996
Rakuten Securities
Japan
$165K -$15.4K -83 -7%
GM
997
GeoWealth Management
Illinois
$165K +$51.8K +280 +35%
WPWM
998
Western Pacific Wealth Management
Illinois
$157K -$3.33K -18 -2%
QT
999
Quantbot Technologies
New York
$156K -$8.56M -46,233 -98%
LWM
1000
Lodestone Wealth Management
Washington
$154K +$15K +81 +9%
38 39
40
41 42