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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Cherrydale Wealth Management
New Jersey
$2.1M -$11.2K -47 -0.6%
EBWM
1202
Eagle Bluffs Wealth Management
Missouri
$2.1M -$5.47K -23 -0.3%
IHL
1203
Investment House LLC
California
$2.09M +$582K +2,451 +41%
DP
1204
DDD Partners
Washington
$2.09M -$13.8K -58 -0.7%
PTP
1205
Platform Technology Partners
New York
$2.09M +$172K +725 +7%
LSPW
1206
Lake Street Private Wealth
Illinois
$2.08M +$421K +1,773 +27%
NAM
1207
NorthCrest Asset Manangement
Minnesota
$2.07M -$3.37M -14,181 -63%
FW
1208
FirstPurpose Wealth
Utah
$2.07M -$51.6K -217 -3%
SIA
1209
Schechter Investment Advisors
Michigan
$2.07M -$106K -445 -5%
BBHC
1210
Brown Brothers Harriman & Co
New York
$2.07M -$317K -1,334 -14%
IPWA
1211
International Private Wealth Advisors
California
$2.05M +$1.96M +8,248 New
SCM
1212
SOL Capital Management
Maryland
$2.05M +$8.56K +36 +0.4%
PIMG
1213
Patriot Investment Management Group
Tennessee
$2.05M -$2.38K -10 -0.1%
DIM
1214
Delta Investment Management
California
$2.03M +$264K +1,111 +16%
CA
1215
Continuum Advisory
Idaho
$2.03M -$5.51M -23,181 -74%
AFAS
1216
Acorn Financial Advisory Services
Virginia
$2.03M -$116K -488 -6%
HWM
1217
Horizon Wealth Management
Illinois
$2.03M +$536K +2,256 +38%
NCGI
1218
Next Century Growth Investors
Minnesota
$2.03M +$161K +678 +9%
JCM
1219
Jacobi Capital Management
Pennsylvania
$2.02M -$533K -2,242 -22%
OWA
1220
One Wealth Advisors
California
$2.02M -$2.38K -10 -0.1%
BHCM
1221
Brevan Howard Capital Management
Jersey
$2.02M +$102K +431 +6%
BOH
1222
Bank of Hawaii
Hawaii
$2.01M -$5.94K -25 -0.3%
HA
1223
Herold Advisors
New York
$2M -$951 -4 -0%
MW
1224
MBL Wealth
North Carolina
$2M -$63K -265 -3%
MGWM
1225
Marks Group Wealth Management
Minnesota
$1.99M -$74.9K -315 -4%
47 48
49
50 51