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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
901
Mission Wealth Management
California
$536K +$104K +841 +23%
MW
902
Marcum Wealth
Ohio
$532K +$557K +4,498 New
JWM
903
Janiczek Wealth Management
Colorado
$525K +$70.2K +567 +15%
BFA
904
Beaumont Financial Advisors
Massachusetts
$525K +$264K +2,132 +92%
Kayne Anderson Rudnick Investment Management
905
Kayne Anderson Rudnick Investment Management
California
$517K -$589K -4,752 -52%
KFP
906
KB Financial Partners
New Jersey
$517K +$541K +4,371 New
KPW
907
Kore Private Wealth
New York
$516K +$85.8K +693 +19%
CSIC
908
Clifford Swan Investment Counsel
California
$515K – – –
GIA
909
Guyasuta Investment Advisors
Pennsylvania
$515K +$10.5K +85 +2%
GAM
910
Griffin Asset Management
New York
$515K +$31.1K +251 +6%
HAG
911
HighPoint Advisor Group
Illinois
$512K -$15.4K -124 -3%
OWA
912
Octavia Wealth Advisors
Ohio
$510K +$38.9K +314 +8%
BIAS
913
Beacon Investment Advisory Services
New Jersey
$508K +$62.9K +508 +13%
GI
914
Gradient Investments
Minnesota
$507K -$256K -2,063 -33%
FANJ
915
Financial Architects (New Jersey)
New Jersey
$504K -$20.1K -162 -4%
FDS
916
First Dallas Securities
Texas
$503K -$226K -1,825 -30%
SIG
917
Sargent Investment Group
Maryland
$503K – – –
BCM
918
Beck Capital Management
Texas
$502K +$8.67K +70 +2%
CAAS
919
Capital Asset Advisory Services
Michigan
$499K +$108K +875 +26%
MHS
920
M Holdings Securities
Oregon
$499K +$523K +4,221 New
IWM
921
IHT Wealth Management
Illinois
$497K +$107K +866 +26%
TAIM
922
TD Ameritrade Investment Management
Nebraska
$495K – – –
YIA
923
YHB Investment Advisors
Connecticut
$493K +$514K +4,146 New
KOC
924
Koss-Olinger Consulting
Florida
$493K +$517K +4,171 New
APP
925
Avantax Planning Partners
Iowa
$490K -$205K -1,655 -29%