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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1676
Westside Investment Management
California
$225K
AWA
1677
Acorn Wealth Advisors
Michigan
$225K -$3.78K -23 -2%
LGG
1678
Luts & Greenleigh Group
Maryland
$224K -$61.5K -374 -22%
TLFA
1679
True Link Financial Advisors
California
$224K +$222K +1,350 New
TI
1680
tru Independence
Oregon
$223K -$9.7K -59 -4%
CA
1681
Crewe Advisors
Utah
$223K -$44.9K -273 -17%
ACM
1682
Allred Capital Management
Texas
$223K -$32.9K -200 -13%
EWA
1683
EP Wealth Advisors
California
$222K -$2.85M -17,351 -80%
TCM
1684
Triumph Capital Management
Colorado
$221K +$219K +1,334 New
DIM
1685
Delta Investment Management
California
$221K +$219K +1,332 New
Kayne Anderson Rudnick Investment Management
1686
Kayne Anderson Rudnick Investment Management
California
$221K -$128K -781 -37%
BAM
1687
Bosun Asset Management
Illinois
$219K -$8.38K -51 -4%
DA
1688
Doliver Advisors
Texas
$219K +$218K +1,323 New
BCG
1689
Breakwater Capital Group
New Jersey
$219K +$217K +1,322 New
MHIC
1690
Marble Harbor Investment Counsel
Massachusetts
$219K +$217K +1,320 New
QPWM
1691
Quadrant Private Wealth Management
Pennsylvania
$218K -$26.1K -159 -11%
RIA
1692
Retirement Investment Advisors
Oklahoma
$218K +$216K +1,316 New
ZB
1693
Zions Bancorporation
Utah
$217K -$5.43K -33 -2%
LWP
1694
Lumature Wealth Partners
Georgia
$217K +$20.7K +126 +11%
GIM
1695
Guild Investment Management
California
$217K +$216K +1,313 New
SWM
1696
Silverlake Wealth Management
Vermont
$217K +$215K +1,308 New
AA
1697
Alta Advisers
United Kingdom
$215K
PCS
1698
Personal CFO Solutions
New Jersey
$214K -$100K -608 -32%
TA
1699
TruWealth Advisors
Louisiana
$214K -$17.9K -109 -8%
IAP
1700
Indie Asset Partners
Indiana
$214K +$212K +1,291 New