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Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
1101
Onyx Bridge Wealth Group
New York
$603K -$32.9K -458 -5%
ALAM
1102
Asahi Life Asset Management
Japan
$600K +$559K +7,790 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1103
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$599K +$559K +7,784 New
EFG
1104
Everhart Financial Group
Ohio
$599K +$69.8K +973 +14%
WCA
1105
Westover Capital Advisors
Delaware
$598K
SFG
1106
Synergy Financial Group
California
$594K -$3.02K -42 -0.5%
GL
1107
Graypoint LLC
New York
$594K +$132K +1,837 +31%
TA
1108
TFB Advisors
Kansas
$592K +$627K +8,736 New
CCA
1109
Checchi Capital Advisers
California
$589K +$46.5K +648 +9%
TAM
1110
Titleist Asset Management
Texas
$589K -$50K -696 -8%
CWA
1111
CM Wealth Advisors
Ohio
$588K +$600K +8,355 New
AC
1112
Aristeia Capital
Connecticut
$588K +$549K +7,643 New
LAS
1113
Lloyd Advisory Services
Georgia
$587K +$547K +7,625 New
SIG
1114
Stonegate Investment Group
Alabama
$582K -$7.68K -107 -1%
VIM
1115
VELA Investment Management
Ohio
$581K
CAIMH
1116
Central Asset Investments & Management Holdings
Hong Kong
$580K -$306K -4,265 -36%
NWA
1117
Navis Wealth Advisors
New York
$580K -$72 -1 -0%
AM
1118
AGF Management
Ontario, Canada
$576K -$298K -4,154 -36%
CPIG
1119
Chicago Partners Investment Group
Illinois
$574K +$184K +2,562 +46%
SMC
1120
Smith, Moore & Co
Missouri
$570K -$15.9K -222 -3%
AP
1121
Americana Partners
Texas
$570K +$66.5K +927 +14%
PAWA
1122
Palo Alto Wealth Advisors
California
$570K -$100K -1,400 -16%
Focus Partners Wealth
1123
Focus Partners Wealth
Massachusetts
$569K +$111K +1,553 +27%
BWP
1124
BSW Wealth Partners
Colorado
$567K -$54.9K -765 -9%
VHAM
1125
Van Hulzen Asset Management
California
$566K -$16.9K -235 -3%