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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1626
Activest Wealth Management
Florida
$404K -$50.1K -2,798 -11%
AGP
1627
Autumn Glory Partners
Texas
$403K
CWM
1628
Congress Wealth Management
Massachusetts
$402K +$22K +1,230 +6%
GP
1629
Girard Partners
Pennsylvania
$402K +$144K +8,042 +58%
WW
1630
Waterfront Wealth
Kansas
$401K -$50K -2,795 -12%
SWM
1631
Selective Wealth Management
Virginia
$401K -$84.4K -4,715 -18%
ROTUOC
1632
Regents of the University of California
California
$399K
SRSA
1633
S.R. Schill & Associates
Washington
$399K +$71.6K +4,000 +23%
PSP
1634
Pacific Sage Partners
Washington
$398K +$387K +21,595 New
JC
1635
JB Capital
Connecticut
$397K +$3.58K +200 +0.9%
OLA
1636
Oliver Luxxe Assets
New Jersey
$397K +$12.6K +702 +3%
CAGAS
1637
Capital Advisory Group Advisory Services
Minnesota
$395K -$35.1K -1,959 -8%
KFA
1638
Kapstone Financial Advisors
Ohio
$393K +$347K +19,389 New
BOPW
1639
Brandywine Oak Private Wealth
Pennsylvania
$392K -$23.6K -1,321 -6%
FPCG
1640
Forum Private Client Group
Indiana
$389K +$1.5K +84 +0.4%
HAIM
1641
Hunter Associates Investment Management
Pennsylvania
$389K +$30.4K +1,698 +9%
TNA
1642
True North Advisors
Texas
$388K -$365K -20,373 -49%
HPM
1643
Hoxton Planning & Management
West Virginia
$388K +$378K +21,094 New
WCG
1644
Weaver Consulting Group
California
$388K +$96.1K +5,367 +34%
MG
1645
Mather Group
Illinois
$387K -$199K -11,131 -35%
CM
1646
Cercano Management
Washington
$387K +$376K +21,000 New
SAA
1647
Southeast Asset Advisors
Georgia
$386K +$56.5K +3,156 +18%
FA
1648
Financial Advisors
Massachusetts
$384K -$29.6K -1,655 -7%
B
1649
Bellecapital
Switzerland
$384K +$374K +20,869 New
MF
1650
Manchester Financial
California
$384K +$17.5K +977 +5%