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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
976
Forefront Wealth Management
Pennsylvania
$232K +$239K +5,533 New
UCB
977
United Community Bank
South Carolina
$231K +$238K +5,512 New
IA
978
Insight Advisors
Pennsylvania
$231K -$86.2K -2,000 -27%
KFS
979
Kaizen Financial Strategies
California
$231K +$237K +5,500 New
HWM
980
HB Wealth Management
Georgia
$230K +$236K +5,485 New
DIM
981
Delta Investment Management
California
$229K +$2.76K +64 +1%
CA
982
Cornerstone Advisory
Maryland
$226K -$184K -4,265 -44%
ARC
983
Advisor Resource Council
Texas
$225K +$231K +5,366 New
First Manhattan
984
First Manhattan
New York
$223K +$142K +3,300 +163%
LNWTC
985
Laird Norton Wetherby Trust Company
Washington
$222K
CP
986
CenterBook Partners
Connecticut
$222K +$228K +5,289 New
CLOS
987
Compagnie Lombard Odier SCmA
Switzerland
$221K -$422K -9,778 -65%
CRC
988
Curi RMB Capital
Illinois
$218K -$32.3K -750 -13%
BSW
989
Buckingham Strategic Wealth
Missouri
$218K +$8.62K +200 +4%
IFAM
990
Institutional & Family Asset Management
Colorado
$217K -$81.5K -1,890 -27%
MA
991
Mutual Advisors
Nebraska
$215K +$27.7K +643 +14%
MG
992
Mather Group
Illinois
$215K +$221K +5,135 New
AA
993
Altrafin AG
$214K +$220K +5,114 New
OWA
994
Opal Wealth Advisors
New York
$213K -$1.59K -37 -0.7%
AHB
995
Abner Herrman & Brock
New Jersey
$210K
LFP
996
Leeward Financial Partners
Washington
$210K +$216K +5,020 New
CPA
997
Clear Perspective Advisors
Illinois
$209K +$11.9K +275 +6%
EWM
998
Executive Wealth Management
Michigan
$208K +$3.32K +77 +2%
CG
999
Caprock Group
Idaho
$208K +$17.3K +402 +9%
SFP
1000
Shepherd Financial Partners
Massachusetts
$207K -$458K -10,617 -68%