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Name Holding Trade Value Shares
Change
Change in
Stake
RCWM
826
Red Crane Wealth Management
California
$327K – – –
MOS
827
MGO One Seven
Ohio
$325K -$60.5K -237 -15%
FC
828
Farringdon Capital
United Kingdom
$322K -$255K -1,000 -42%
IC
829
Iconiq Capital
California
$322K +$54.4K +213 +18%
PI
830
PFG Investments
New York
$321K -$200K -785 -36%
KIA
831
KCM Investment Advisors
California
$321K -$7.15K -28 -2%
C
832
Certuity
Florida
$320K +$22.2K +87 +7%
UB
833
UMB Bank
Missouri
$319K +$78.4K +307 +29%
AFT
834
Alpha Family Trust
California
$318K +$57.4K +225 +20%
VCM
835
Versant Capital Management
Arizona
$317K +$271K +1,063 +360%
SWM
836
SeaCrest Wealth Management
New York
$315K +$30.4K +119 +10%
SW
837
Simplicity Wealth
New Jersey
$314K +$17.1K +67 +5%
PPWP
838
Premier Path Wealth Partners
New Jersey
$312K +$17.1K +67 +5%
MA
839
Mutual Advisors
Nebraska
$310K +$38.8K +152 +13%
PP
840
PDS Planning
Ohio
$309K +$37K +145 +12%
VCM
841
Voleon Capital Management
California
$309K +$338K +1,323 New
SFG
842
Synergy Financial Group
California
$308K +$2.55K +10 +0.8%
CNBOF
843
City National Bank of Florida
Florida
$305K +$1.79K +7 +0.5%
FFA
844
Founders Financial Alliance
North Carolina
$305K +$334K +1,307 New
BBW
845
Blue Barn Wealth
Utah
$303K -$1.53K -6 -0.5%
RL
846
Retireful LLC
Michigan
$300K -$1.12M -4,387 -78%
AFAS
847
Acorn Financial Advisory Services
Virginia
$298K -$72K -282 -18%
TI
848
TTP Investments
California
$298K – – –
MPM
849
MBB Public Markets
Illinois
$297K +$325K +1,272 New
TA
850
TFG Advisers
Michigan
$294K – – –