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Name Holding Trade Value Shares
Change
Change in
Stake
CPC
976
Congress Park Capital
New York
$330K -$336K -3,455 -57%
LNWWM
977
Laird Norton Wetherby Wealth Management
California
$329K +$249K +2,563 New
BF
978
bLong Financial
Tennessee
$327K +$248K +2,550 New
ACM
979
Alta Capital Management
Utah
$326K +$247K +2,541 New
CFS
980
CRA Financial Services
New Jersey
$326K +$247K +2,538 New
SFS
981
Sharp Financial Services
Pennsylvania
$325K -$175K -1,800 -42%
GA
982
Goldstein Advisors
Wisconsin
$323K +$244K +2,513 New
SWP
983
Sagespring Wealth Partners
Tennessee
$322K +$244K +2,511 New
S
984
Sunpointe
Missouri
$321K +$243K +2,503 New
CPA
985
Capital Performance Advisors
California
$321K +$243K +2,497 New
AssetMark Inc
986
AssetMark Inc
California
$321K +$189K +1,945 +352%
AIM
987
Advyzon Investment Management
Illinois
$319K -$43.8K -450 -15%
WFAG
988
Worth Financial Advisory Group
North Carolina
$318K +$241K +2,478 New
AWC
989
Abundance Wealth Counselors
Pennsylvania
$316K +$239K +2,457 New
AIS
990
AM Investment Strategies
Tennessee
$316K +$240K +2,465 New
VA
991
VestGen Advisors
Illinois
$316K +$239K +2,458 New
SMC
992
Smith, Moore & Co
Missouri
$315K +$239K +2,456 New
MWM
993
Modera Wealth Management
New Jersey
$313K +$237K +2,440 New
BIG
994
Brooklyn Investment Group
New York
$313K +$110K +1,130 +86%
WFI
995
West Family Investments
California
$310K +$235K +2,418 New
PCS
996
Personal CFO Solutions
New Jersey
$310K +$235K +2,415 New
WMA
997
Wealth Management Associates
New Jersey
$307K +$233K +2,392 New
CF
998
Centaurus Financial
California
$307K -$486 -5 -0.2%
CI
999
Cavalier Investments
Georgia
$305K +$231K +2,372 New
MGCM
1000
Mane Global Capital Management
New York
$304K +$230K +2,369 New