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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
476
Physician Wealth Advisors
Utah
$204K +$190K +3,395 New
LWM
477
Laidlaw Wealth Management
New York
$202K +$198K +3,538 New
EWA
478
EP Wealth Advisors
California
$201K -$50.9K -911 -21%
OIA
479
OneDigital Investment Advisors
Kansas
$200K +$196K +3,504 New
DMBA
480
Deseret Mutual Benefit Administrators
Utah
$191K +$187K +3,351 New
Bessemer Group
481
Bessemer Group
New Jersey
$190K +$503 +9 +0.3%
APA
482
American Portfolios Advisors
New York
$188K
S
483
SignatureFD
Georgia
$183K +$8.1K +145 +5%
HFM
484
Harvest Fund Management
China
$176K +$66.9K +1,198 +63%
SCA
485
Stonebridge Capital Advisors
Minnesota
$176K +$89.3K +1,600 +100%
CFA
486
Carroll Financial Associates
North Carolina
$170K +$1.17K +21 +0.7%
BU
487
BBVA USA
Alabama
$164K +$160K +2,871 New
LC
488
Lindbrook Capital
California
$162K +$670 +12 +0.4%
AssetMark Inc
489
AssetMark Inc
California
$158K +$16.2K +291 +12%
BDS
490
Banco de Sabadell
Florida
$152K +$24.5K +439 +20%
SWM
491
Spire Wealth Management
Virginia
$130K -$27.3K -489 -18%
QCG
492
Quadrant Capital Group
Ohio
$127K -$15.3K -274 -11%
RDWM
493
Red Door Wealth Management
Tennessee
$126K +$124K +2,222 New
CYG
494
Clean Yield Group
Vermont
$114K +$112K +2,000 New
AWM
495
Avior Wealth Management
Nebraska
$105K
HWMA
496
Heritage Wealth Management (Arizona)
Arizona
$104K +$102K +1,825 New
RCA
497
Ranch Capital Advisors
Florida
$102K
CHA
498
Carmichael Hill & Associates
Maryland
$101K
EI
499
Ellevest Inc
New York
$100K +$5.86K +105 +6%
AWA
500
Arkadios Wealth Advisors
Georgia
$99K +$51.8K +928 +115%