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Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
751
QP Wealth Management
New Jersey
$5.6M -$133K -426 -3%
CPWMP
752
Cardinal Point Wealth Management Partners
California
$5.58M +$2.8K +9 +0.1%
MSFP
753
Mark Sheptoff Financial Planning
Connecticut
$5.56M -$1.41M -4,515 -23%
PA
754
PFG Advisors
Arizona
$5.56M -$278K -891 -5%
VR
755
Viridian RIA
Washington
$5.55M -$4.73M -15,189 Closed
MAG
756
Mass Ave Global
New York
$5.53M +$3.34M +10,725 +230%
WAM
757
Weatherly Asset Management
California
$5.52M +$257K +825 +6%
LMKC
758
L.M. Kohn & Company
Ohio
$5.51M +$4.78M +15,348 New
FFN
759
Focus Financial Network
Minnesota
$5.51M +$3.94M +12,660 +472%
PFS
760
Prospera Financial Services
Texas
$5.49M -$4.2M -13,497 -47%
CPWM
761
Cypress Point Wealth Management
Texas
$5.49M – – –
BDF
762
Balasa Dinverno & Foltz
$5.48M -$674K -2,163 -12%
JRP
763
Jasper Ridge Partners
California
$5.47M – – –
SLWA
764
San Luis Wealth Advisors
California
$5.47M -$934 -3 -0%
BBL
765
Beck Bode LLC
Massachusetts
$5.45M +$4.28M +13,755 +969%
IIA
766
IPG Investment Advisors
California
$5.43M +$775K +2,487 +20%
FFM
767
Forum Financial Management
Illinois
$5.42M +$828K +2,658 +21%
FFA
768
First Foundation Advisors
California
$5.4M -$212K -681 -4%
IWA
769
Intercontinental Wealth Advisors
Texas
$5.39M -$91.6K -294 -2%
PA
770
Proem Advisors
Texas
$5.39M +$3.27M +10,500 +233%
GRP
771
Global Retirement Partners
California
$5.39M +$8.02M +25,734 New
OQS
772
Occudo Quantitative Strategies
Florida
$5.38M +$2.79M +8,973 +149%
DAM
773
Derbend Asset Management
Georgia
$5.38M – – –
DWA
774
Douglass Winthrop Advisors
New York
$5.38M +$78.5K +252 +2%
WAP
775
Wealthcare Advisory Partners
Pennsylvania
$5.38M +$25.2K +81 +0.5%
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