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Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
701
U.S. Capital Wealth Advisors
Texas
$259K
William Blair & Company
702
William Blair & Company
Illinois
$258K -$182K -548 -44%
ORG
703
Optimist Retirement Group
Washington
$258K -$24.6K -74 -10%
SPFA
704
Summit Place Financial Advisors
New Jersey
$257K -$83.1K -250 -26%
BOH
705
Bank of Hawaii
Hawaii
$251K +$227K +682 New
GI
706
GAMMA Investing
California
$249K +$59.5K +179 +36%
BIC
707
Beach Investment Counsel
Pennsylvania
$248K
Capstone Investment Advisors
708
Capstone Investment Advisors
New York
$246K -$386K -1,162 -64%
AG
709
Ascent Group
Virginia
$244K +$220K +663 New
PCIA
710
Prime Capital Investment Advisors
Kansas
$244K +$220K +662 New
ETCM
711
Evolutionary Tree Capital Management
Virginia
$243K
AF
712
Advisornet Financial
Minnesota
$242K +$332 +1 +0.2%
MMA
713
Miracle Mile Advisors
California
$242K +$218K +657 New
CWM
714
Congress Wealth Management
Massachusetts
$242K +$218K +657 New
EWA
715
EverSource Wealth Advisors
Alabama
$242K -$108K -325 -33%
BP
716
Ballentine Partners
Massachusetts
$239K +$216K +649 New
MAM
717
Martingale Asset Management
Massachusetts
$239K -$76.8K -231 -26%
SL
718
Sentry LLC
Tennessee
$238K
JSSH
719
J. Safra Sarasin Holding
$237K -$20.6K -62 -9%
SCA
720
Sandy Cove Advisors
Massachusetts
$233K +$210K +631 New
APW
721
Austin Private Wealth
Texas
$232K +$209K +630 New
CCB
722
Cutter & Co Brokerage
Missouri
$231K +$208K +626 New
1CP
723
17 Capital Partners
Arizona
$226K +$204K +614 New
1WA
724
180 Wealth Advisors
Washington
$225K +$203K +610 New
SSCM
725
Spectrum Strategic Capital Management
Oregon
$224K +$202K +608 New