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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
851
L2 Asset Management
Massachusetts
$241K +$9.94K +43 +4%
ACI
852
Alpha Cubed Investments
California
$241K
AWM
853
Arista Wealth Management
Nevada
$241K
CI
854
Corient IA
Florida
$241K
PWP
855
Perfromance Wealth Partners
Illinois
$241K
RFO
856
RiverGlades Family Offices
Florida
$241K
FB
857
First Bancorp
Maine
$241K +$231K +1,000 New
SWM
858
SeaCrest Wealth Management
New York
$239K -$79.8K -345 -26%
SCA
859
Stillwater Capital Advisors
Pennsylvania
$239K
APM
860
a16z Perennial Management
California
$238K +$21K +91 +10%
BFM
861
Boothbay Fund Management
New York
$237K -$284K -1,230 -56%
SW
862
Simplicity Wealth
New Jersey
$236K -$568K -2,457 -72%
WIM
863
Westside Investment Management
California
$235K
SQA
864
Simon Quick Advisors
New Jersey
$235K +$226K +976 New
IF
865
IRON Financial
Illinois
$233K +$224K +967 New
WSWA
866
Warren Street Wealth Advisors
California
$232K +$1.62K +7 +0.7%
KCM
867
KRS Capital Management
Michigan
$231K
OCM
868
One Capital Management
California
$230K -$2.31K -10 -1%
QP
869
Quilter Plc
United Kingdom
$229K +$17.8K +77 +9%
ASN
870
Advisory Services Network
Georgia
$229K -$675K -2,918 -75%
WSFS
871
Wilmington Savings Fund Society
Delaware
$229K -$4.74M -20,502 -96%
SBFM
872
S-Bank Fund Management
Finland
$229K -$2.77K -12 -1%
PW
873
PUREfi Wealth
Massachusetts
$228K -$123K -533 -36%
1WM
874
1858 Wealth Management
Ohio
$226K -$2.77K -12 -1%
RCA
875
Resonant Capital Advisors
Wisconsin
$226K +$7.63K +33 +4%