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Name Holding Trade Value Shares
Change
Change in
Stake
HFP
1351
Holistic Financial Partners
Indiana
$357K +$444 +2 +0.1%
CAM
1352
Cypress Asset Management
Texas
$357K
LWMM
1353
Legacy Wealth Management (Mississippi)
Mississippi
$356K +$4.22K +19 +1%
GKWIM
1354
Gerber Kawasaki Wealth & Investment Management
California
$356K +$315K +1,421 New
VCA
1355
Verdence Capital Advisors
Maryland
$356K +$316K +1,422 New
AAM
1356
Alphadyne Asset Management
New York
$356K +$303K +1,365 +2,482%
VSQM
1357
V-Square Quantitative Management
Illinois
$354K +$247K +1,112 +372%
IP
1358
Ignite Planners
California
$353K +$34.2K +154 +12%
EFMC
1359
Empire Financial Management Company
New York
$353K -$1.33K -6 -0.4%
HCP
1360
Hexagon Capital Partners
Arkansas
$352K +$312K +1,406 New
G
1361
GenTrust
Florida
$351K +$311K +1,402 New
PWM
1362
Prentice Wealth Management
New York
$351K +$2K +9 +0.6%
ML
1363
McAdam LLC
Pennsylvania
$350K +$311K +1,399 New
MNBTD
1364
Moody National Bank Trust Division
Texas
$350K +$14K +63 +5%
MMA
1365
Miracle Mile Advisors
California
$350K +$310K +1,396 New
AWM
1366
Activest Wealth Management
Florida
$350K +$140K +629 +82%
MSRI
1367
Michael S. Ryan Inc
New York
$350K
OF
1368
Optimize Financial
California
$349K -$263K -1,183 -46%
1IA
1369
1834 Investment Advisors
Wisconsin
$349K +$309K +1,394 New
NRI
1370
NFP Retirement Inc
California
$345K +$444 +2 +0.1%
FMLI
1371
Fukoku Mutual Life Insurance
Japan
$345K -$19.5K -88 -6%
SCTC
1372
Sanibel Captiva Trust Company
Florida
$345K +$305K +1,376 New
KFA
1373
Kelleher Financial Advisors
New York
$344K -$10.9K -49 -3%
LOIM
1374
Liberty One Investment Management
Illinois
$343K +$58.8K +265 +24%
OWP
1375
Obermeyer Wealth Partners
Colorado
$343K