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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
401
Independent Advisor Alliance
North Carolina
$409K +$166K +3,356 +66%
CFG
402
Carr Financial Group
Massachusetts
$405K
FLPIM
403
F.L. Putnam Investment Management
Massachusetts
$405K +$22.6K +455 +6%
JWM
404
JGP Wealth Management
Oregon
$403K +$412K +8,320 New
KTC
405
Kentucky Trust Company
Kentucky
$403K -$31.2K -630 -7%
PPC
406
Park Place Capital
Alabama
$400K -$77K -1,554 -16%
SRC
407
Sage Rhino Capital
California
$397K -$6.05K -122 -1%
MC
408
Moors & Cabot
Massachusetts
$396K +$2.28K +46 +0.6%
FWM
409
Forza Wealth Management
Florida
$395K -$26.3K -530 -6%
OHWP
410
Oak Harbor Wealth Partners
North Carolina
$394K +$1.19K +24 +0.3%
PA
411
PharVision Advisers
Florida
$394K +$403K +8,121 New
SA
412
SPWM Advisors
Michigan
$393K +$402K +8,119 New
SC
413
Syon Capital
California
$382K -$51.7K -1,043 -12%
WAM
414
Weatherly Asset Management
California
$377K +$1.29K +26 +0.3%
PCS
415
Personal CFO Solutions
New Jersey
$377K +$80.7K +1,629 +27%
JWCA
416
J.W. Cole Advisors
Florida
$375K +$1.74K +35 +0.4%
GSCM
417
Greenfield Seitz Capital Management
Texas
$374K -$77.3K -1,560 -17%
AHL
418
Abel Hall LLC
Louisiana
$372K -$24.6K -496 -6%
LOWM
419
Laurel Oak Wealth Management
New Jersey
$371K +$380K +7,665 New
AIA
420
AssuredPartners Investment Advisors
Florida
$371K +$380K +7,659 New
SCP
421
Sivia Capital Partners
California
$370K +$89.1K +1,797 +31%
AGC
422
Aspen Grove Capital
Colorado
$370K -$50 -1 -0%
SWP
423
Sagespring Wealth Partners
Tennessee
$369K -$5.4K -109 -1%
AWM
424
Arista Wealth Management
Nevada
$364K -$18.3K -370 -5%
EGM
425
Engineers Gate Manager
New York
$362K +$370K +7,473 New