Name Holding Trade Value Shares
Change
Change in
Stake
WG
2226
Winton Group
United Kingdom
$511K +$493K +1,680 New
WC
2227
Westerkirk Capital
$509K -$7.85M -26,742 -94%
MWP
2228
Meriwether Wealth & Planning
Louisiana
$509K -$51.3K -175 -9%
OM
2229
OV Management
Minnesota
$508K -$7.92K -27 -2%
DAM
2230
Draper Asset Management
New York
$507K -$2.05K -7 -0.4%
MWA
2231
Monograph Wealth Advisors
California
$506K -$907K -3,090 -65%
FFG
2232
Fiduciary Financial Group
California
$505K +$17K +58 +4%
CIM
2233
Capital Investment Management
Missouri
$505K +$488K +1,662 New
GFG
2234
Greenberg Financial Group
Arizona
$505K +$488K +1,662 New
BCM
2235
BluePath Capital Management
Georgia
$505K -$6.75K -23 -1%
AWM
2236
Accurate Wealth Management
Florida
$503K +$41.4K +141 +10%
WAP
2237
Wealth Analytics Partners
California
$501K +$484K +1,648 New
VCM
2238
Vivaldi Capital Management
Illinois
$500K +$56.9K +194 +13%
SLWA
2239
San Luis Wealth Advisors
California
$499K -$14.1K -48 -3%
SF
2240
Symphony Financial
Texas
$499K -$108K -367 -18%
M
2241
Mirova
France
$499K – – –
TS
2242
Tamar Securities
California
$498K +$11.2K +38 +2%
FAG
2243
Fortitude Advisory Group
Washington
$497K +$21.4K +73 +5%
SPI
2244
Sutton Place Investors
New York
$496K +$13.5K +46 +3%
GWAG
2245
Garrett Wealth Advisory Group
Texas
$496K +$52.8K +180 +12%
LWM
2246
LJI Wealth Management
Indiana
$495K +$12.9K +44 +3%
ATI
2247
ARK & TLK Investments
Oklahoma
$495K – – –
WAG
2248
Wilkerson Advisory Group
Missouri
$495K +$478K +1,629 New
NIA
2249
NBZ Investment Advisors
Tennessee
$494K -$23.5K -80 -5%
GFG
2250
Goldstone Financial Group
Illinois
$494K +$30.2K +103 +7%