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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
801
Realta Investment Advisors
Delaware
$237K +$14K +103 +6%
GRP
802
Global Retirement Partners
California
$237K +$37.5K +276 +19%
AG
803
AIA Group
Hong Kong
$235K -$51K -375 -18%
PCIA
804
Prime Capital Investment Advisors
Kansas
$235K -$5.58K -41 -2%
NSIM
805
North Star Investment Management
Illinois
$234K -$1.09K -8 -0.5%
CWM
806
Chemistry Wealth Management
New York
$232K – – –
ACA
807
Aptus Capital Advisors
Alabama
$231K +$231K +1,701 New
LAM
808
Lakewood Asset Management
Illinois
$231K – – –
MBT
809
Montecito Bank & Trust
California
$229K – – –
GT
810
Glenview Trust
Kentucky
$228K – – –
LIM
811
Leavell Investment Management
Alabama
$228K +$2.99K +22 +1%
LI
812
LRI Investments
Florida
$227K +$228K +1,676 New
BW
813
BIP Wealth
Georgia
$227K +$228K +1,675 New
APWM
814
Argonautica Private Wealth Management
Massachusetts
$227K – – –
MSF
815
Mustard Seed Financial
Arkansas
$226K +$544 +4 +0.2%
BA
816
Bridgewater Associates
Connecticut
$226K -$773K -5,685 -77%
WS
817
Wedbush Securities
California
$225K -$10.3K -76 -4%
MIM
818
Moseley Investment Management
Florida
$225K +$2.72K +20 +1%
AA
819
Advisory Alpha
Michigan
$225K -$7.48K -55 -3%
CWM
820
Cornerstone Wealth Management
Missouri
$224K – – –
NA
821
Navellier & Associates
Nevada
$224K +$680 +5 +0.3%
CD
822
Chapin Davis
Maryland
$223K – – –
TCA
823
Tortoise Capital Advisors
Kansas
$222K -$16.3K -120 -7%
EWM
824
Evercore Wealth Management
New York
$222K – – –
BCG
825
Breakwater Capital Group
New Jersey
$219K – – –