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Name Holding Trade Value Shares
Change
Change in
Stake
HFP
1001
Holistic Financial Partners
Indiana
$260K +$88K +1,065 +39%
GDP
1002
Great Diamond Partners
Maine
$259K -$1.65K -20 -0.5%
KWMG
1003
King Wealth Management Group
Florida
$259K +$312K +3,773 New
TWP
1004
Tempus Wealth Planning
California
$259K +$312K +3,780 New
SCP
1005
Stamos Capital Partners
California
$258K -$715K -8,650 -70%
IC
1006
Inverness Counsel
New York
$258K -$204K -2,470 -40%
FC
1007
Forte Capital
New York
$258K -$90.3K -1,093 -22%
TC
1008
TownSquare Capital
Utah
$258K +$41.8K +506 +16%
TAIM
1009
TD Ameritrade Investment Management
Nebraska
$257K -$31.4K -380 -9%
MNBTD
1010
Moody National Bank Trust Division
Texas
$257K -$20.4K -247 -6%
FWM
1011
Finer Wealth Management
Massachusetts
$257K +$15.7K +190 +5%
LA
1012
Latitude Advisors
Florida
$257K +$20.3K +246 +7%
HIC
1013
Hartline Investment Corp
Illinois
$257K +$309K +3,741 New
PCM
1014
Perritt Capital Management
Illinois
$256K +$35.5K +430 +13%
BPA
1015
Beacon Pointe Advisors
California
$255K -$64.2K -777 -17%
EMG
1016
ETF Managers Group
New Jersey
$254K +$4.21K +51 +1%
SGA
1017
Strategic Global Advisors
California
$250K – – –
HFM
1018
Harvest Fund Management
China
$250K +$94.4K +1,142 +46%
SB
1019
Simmons Bank
Arkansas
$248K +$7.52K +91 +3%
H
1020
HoyleCohen
California
$246K -$83.8K -1,014 -22%
1IA
1021
1620 Investment Advisors
Massachusetts
$245K +$13K +157 +5%
EDRIA
1022
Edmonds Duncan Registered Investment Advisors
Kansas
$244K – – –
IP
1023
Investment Partners
Ohio
$244K +$67.5K +817 +30%
CW
1024
CreativeOne Wealth
Kansas
$243K +$1.49K +18 +0.5%
AG
1025
Ascent Group
Virginia
$242K +$12.9K +156 +4%