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Name Holding Trade Value Shares
Change
Change in
Stake
CTC
401
Cetera Trust Company
Minnesota
$358K +$11.7K +600 +4%
SL
402
Summitry LLC
California
$355K +$60.1K +3,084 +23%
1WA
403
180 Wealth Advisors
Washington
$354K -$6.93K -356 -2%
FWM
404
FFT Wealth Management
Pennsylvania
$351K +$2.98K +153 +0.9%
SIG
405
Stonegate Investment Group
Alabama
$348K +$67.8K +3,480 +27%
BTI
406
Blue Trust Inc
Georgia
$348K -$231K -11,879 -42%
APWM
407
Argonautica Private Wealth Management
Massachusetts
$347K +$857 +44 +0.3%
FSA
408
Franklin Street Advisors
North Carolina
$345K +$15.4K +791 +5%
SWP
409
Stratos Wealth Partners
Ohio
$345K -$1.54K -79 -0.5%
DP
410
Dearborn Partners
Illinois
$341K -$9.86K -506 -3%
ACA
411
Atlas Capital Advisors
Wyoming
$341K
ACP
412
Aveo Capital Partners
Colorado
$340K
CAM
413
Chesapeake Asset Management
New York
$336K -$375K -19,237 -55%
SI
414
Seeds Investor
New York
$333K +$49.1K +2,523 +19%
ACM
415
Aljian Capital Management
Nevada
$331K
Schroder Investment Management Group
416
Schroder Investment Management Group
United Kingdom
$330K -$8.88K -456 -3%
FPCP
417
Fort Point Capital Partners
California
$327K -$6.08K -312 -2%
DAS
418
Diversify Advisory Services
Utah
$320K -$1.56M -80,332 -84%
NCM
419
Narwhal Capital Management
Georgia
$317K
SPIA
420
Steward Partners Investment Advisory
New York
$317K -$3.76K -193 -1%
AWM
421
Aprio Wealth Management
Georgia
$317K +$59.5K +3,055 +26%
WPC
422
Wedmont Private Capital
Pennsylvania
$317K +$33.5K +1,718 +12%
PWM
423
Perigon Wealth Management
California
$315K -$670K -34,387 -69%
WMWM
424
Whitaker-Myers Wealth Managers
Ohio
$307K +$282K +14,488 New
CFG
425
Certior Financial Group
Pennsylvania
$306K +$282K +14,456 New