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Name Holding Trade Value Shares
Change
Change in
Stake
WGAM
426
Wilkinson Global Asset Management
New York
$232K
TCA
427
Transcend Capital Advisors
New Jersey
$230K +$224K +13,565 New
IAA
428
Independent Advisor Alliance
North Carolina
$230K -$312K -18,895 -58%
BWM
429
Baron Wealth Management
Michigan
$230K
SIA
430
Strategic Investment Advisors
Michigan
$227K +$2.23K +135 +1%
PGA
431
Portland Global Advisors
Maine
$225K
BFM
432
Boston Financial Management
Massachusetts
$224K
OL
433
Optas LLC
Texas
$224K -$123K -7,440 -36%
SMA
434
Sage Mountain Advisors
Georgia
$221K +$14.7K +890 +7%
TW
435
Traveka Wealth
California
$220K -$9.34K -565 -4%
SL
436
Summitry LLC
California
$220K +$214K +12,935 New
BTWM
437
Baker Tilly Wealth Management
Wisconsin
$219K -$357K -21,575 -63%
LCGC
438
Legacy Capital Group California
California
$218K -$147K -8,905 -41%
CC
439
Chicago Capital
Illinois
$217K
LI
440
LRI Investments
Florida
$215K +$199K +12,065 +2,045%
CIAS
441
Capital Investment Advisory Services
North Carolina
$213K +$2.73K +165 +1%
SPIA
442
Steward Partners Investment Advisory
New York
$211K +$67.4K +4,075 +49%
PWM
443
Perigon Wealth Management
California
$207K -$39.7K -2,400 -16%
HWM
444
HB Wealth Management
Georgia
$207K +$3.88K +235 +2%
AWM
445
Axxcess Wealth Management
California
$205K -$10.9K -660 -5%
Deutsche Bank
446
Deutsche Bank
Germany
$203K +$100K +6,065 +103%
AA
447
Addison Advisors
Vermont
$203K +$19.8K +1,200 +11%
AWM
448
Avior Wealth Management
Nebraska
$202K -$111K -6,700 -36%
MCM
449
Manchester Capital Management
Vermont
$201K +$6.2K +375 +3%
CA
450
Crewe Advisors
Utah
$195K +$14.4K +870 +8%