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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1226
Arete Wealth Advisors
Illinois
$950K +$806K +5,312 New
GI
1227
GAMMA Investing
California
$947K +$68K +448 +9%
CA
1228
Crumly & Associates
Illinois
$945K -$26.7K -176 -3%
UCB
1229
United Community Bank
South Carolina
$940K -$44K -290 -5%
CFG
1230
Carr Financial Group
Massachusetts
$938K -$10.9K -72 -1%
TCA
1231
Transcend Capital Advisors
New Jersey
$932K +$211K +1,390 +35%
Chevy Chase Trust
1232
Chevy Chase Trust
Maryland
$929K
AF
1233
Aviso Financial
Ontario, Canada
$927K +$809K +5,333 New
SAG
1234
SageView Advisory Group
California
$922K +$805K +5,306 New
IA
1235
IFG Advisory
Georgia
$922K +$804K +5,303 New
ONGA
1236
O'Neil Global Advisors
California
$919K +$802K +5,290 New
WANY
1237
Wealthspire Advisors (New York)
New York
$916K +$168K +1,107 +27%
TCOO
1238
Trust Company of Oklahoma
Oklahoma
$910K +$54.5K +359 +7%
GC
1239
GFG Capital
Florida
$908K +$29.4K +194 +4%
X
1240
Xponance
Pennsylvania
$905K +$86.8K +572 +12%
DWM
1241
Diversify Wealth Management
Utah
$900K +$923K +6,084 New
LIA
1242
LS Investment Advisors
Michigan
$897K
IDA
1243
Intelligence Driven Advisers
California
$896K -$61.1K -403 -7%
AA
1244
AlphaMark Advisors
Kentucky
$892K -$17.6K -116 -2%
RDWM
1245
Red Door Wealth Management
Tennessee
$887K +$18.4K +121 +2%
WAP
1246
Wealthcare Advisory Partners
Pennsylvania
$880K +$78.4K +517 +11%
BAM
1247
Brilliance Asset Management
Hong Kong
$879K +$98.7K +651 +15%
ACI
1248
Alpha Cubed Investments
California
$878K +$86.6K +571 +13%
NFG
1249
Norris Financial Group
South Carolina
$876K +$765K +5,041 New
WPP
1250
Whalerock Point Partners
Rhode Island
$875K