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Name Holding Trade Value Shares
Change
Change in
Stake
KWA
826
Kingswood Wealth Advisors
California
$274K +$262K +2,097 New
FPCP
827
Fort Point Capital Partners
California
$274K +$1.12K +9 +0.4%
SP
828
Systematic Portfolios
New York
$273K +$261K +2,093 New
GWM
829
Gitterman Wealth Management
New Jersey
$273K +$260K +2,084 New
PCS
830
Personal CFO Solutions
New Jersey
$273K +$260K +2,085 New
JF
831
Jump Financial
Illinois
$272K -$27.1K -217 -9%
SI
832
Seeds Investor
New York
$272K +$260K +2,082 New
FRM
833
Fox Run Management
Connecticut
$272K +$260K +2,082 New
WA
834
Waddell & Associates
Tennessee
$271K -$32.2K -258 -11%
CPIG
835
Chicago Partners Investment Group
Illinois
$271K -$5.37K -43 -2%
STA
836
Summit Trail Advisors
New York
$270K +$31K +248 +14%
FNFDCM
837
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$270K
CA
838
Carson Advisory
Georgia
$269K -$1.12K -9 -0.4%
LWL
839
Leo Wealth LLC
Texas
$268K +$242K +1,937 New
CGL
840
Clarius Group LLC
Washington
$267K -$14.7K -118 -5%
PCMK
841
Paragon Capital Management (Kansas)
Kansas
$267K
PWM
842
Palumbo Wealth Management
New York
$267K -$874 -7 -0.3%
GAG
843
GM Advisory Group
New York
$267K +$1.25K +10 +0.5%
CPA
844
Cardiff Park Advisors
California
$267K
CWG
845
Cornerstone Wealth Group
North Carolina
$265K +$499 +4 +0.2%
GA
846
Geller Advisors
New York
$262K +$250 +2 +0.1%
IA
847
IFG Advisory
Georgia
$261K -$499 -4 -0.2%
MIM
848
Marco Investment Management
Georgia
$261K
VCA
849
Verdence Capital Advisors
Maryland
$261K -$22.3K -179 -8%
HL
850
HeadInvest LLC
Maine
$259K