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Name Holding Trade Value Shares
Change
Change in
Stake
WI
2076
WBI Investments
New Jersey
$450K +$394K +1,613 New
FFA
2077
Florida Financial Advisors
Florida
$449K +$74.6K +305 +23%
JGGDR
2078
JGP Global Gestao de Recursos
Brazil
$448K -$136K -558 -26%
FFG
2079
Fiduciary Financial Group
California
$448K
TCBWMS
2080
Texas Capital Bank Wealth Management Services
Texas
$448K +$59.2K +242 +18%
TS
2081
Tamar Securities
California
$447K +$35.2K +144 +10%
PFS
2082
Prospect Financial Services
New York
$447K +$97.3K +398 +33%
SVCP
2083
Silicon Valley Capital Partners
California
$446K -$336K -1,374 -46%
WIM
2084
Westside Investment Management
California
$446K +$163K +667 +75%
HP
2085
Holistic Planning
Texas
$445K
FFA
2086
Fairfield Financial Advisors
Massachusetts
$444K +$389K +1,590 New
CIAM
2087
Caitong International Asset Management
Hong Kong
$444K +$389K +1,589 New
LWM
2088
LJI Wealth Management
Indiana
$443K -$8.56K -35 -2%
RPWA
2089
Regent Peak Wealth Advisors
Georgia
$443K +$388K +1,586 New
SPI
2090
Sutton Place Investors
New York
$443K +$12.7K +52 +3%
CGA
2091
Crescent Grove Advisors
Illinois
$442K +$62.8K +257 +19%
MPWS
2092
McCarter Private Wealth Services
Massachusetts
$438K
AWA
2093
AGH Wealth Advisors
Kansas
$438K +$127K +521 +50%
IGGA
2094
Iron Gate Global Advisors
Utah
$438K
NCM
2095
Novare Capital Management
North Carolina
$436K +$7.09K +29 +2%
FAG
2096
Fortitude Advisory Group
Washington
$436K +$46.2K +189 +14%
DA
2097
Detalus Advisors
Missouri
$436K +$489 +2 +0.1%
PA
2098
Probity Advisors
Texas
$435K -$63.8K -261 -14%
SPC
2099
Spirepoint Private Client
Florida
$435K +$381K +1,556 New
WA
2100
Westfuller Advisors
New York
$434K +$8.31K +34 +2%