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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
576
Kingsview Wealth Management
Oregon
$245K -$193K -2,962 -43%
ASN
577
Advisory Services Network
Georgia
$244K +$8.68K +133 +4%
EP
578
Essential Partners
California
$243K +$251K +3,849 New
Envestnet Portfolio Solutions
579
Envestnet Portfolio Solutions
Illinois
$243K +$16.8K +258 +7%
MPM
580
MBB Public Markets
Illinois
$242K -$56K -857 -18%
PA
581
Parallel Advisors
California
$240K -$4.57K -70 -2%
BCP
582
Blackhawk Capital Partners
Wisconsin
$239K +$4.9K +75 +2%
SL
583
Summitry LLC
California
$238K -$326 -5 -0.1%
CCP
584
Carmel Capital Partners
California
$238K -$267K -4,091 -52%
JWA
585
JFS Wealth Advisors
Pennsylvania
$234K +$78.3K +1,200 +48%
QIM
586
Quest Investment Management
Oregon
$228K +$236K +3,613 New
PPWP
587
Premier Path Wealth Partners
New Jersey
$224K -$1.63K -25 -0.7%
PCG
588
Prosperity Consulting Group
Maryland
$222K -$1.63K -25 -0.7%
GWAG
589
Garrett Wealth Advisory Group
Texas
$219K +$1.57K +24 +0.7%
KCM
590
Kathmere Capital Management
Pennsylvania
$219K -$54.8K -839 -20%
NP
591
Nilsine Partners
Colorado
$218K +$225K +3,451 New
CFSG
592
Community Financial Services Group
Vermont
$210K -$102K -1,562 -32%
GJWM
593
Gilliland Jeter Wealth Management
Arkansas
$210K – – –
EWA
594
EverSource Wealth Advisors
Alabama
$206K +$41.7K +638 +24%
HWA
595
Hilltop Wealth Advisors
North Carolina
$205K -$1.18K -18 -0.6%
SFS
596
Sowell Financial Services
Arkansas
$205K +$7.9K +121 +4%
CI
597
CX Institutional
Indiana
$205K -$588 -9 -0.3%
CP
598
Camelot Portfolios
Ohio
$203K -$7.12K -109 -3%
NI
599
Natural Investments
California
$203K +$6.92K +106 +3%
TCWA
600
Turtle Creek Wealth Advisors
Texas
$201K +$208K +3,190 New