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Name Holding Trade Value Shares
Change
Change in
Stake
WEG
776
World Equity Group
Illinois
$234K +$2.88M +25,255 +900%
ASFA
777
All Season Financial Advisors
Colorado
$232K +$213K +1,867 New
AFP
778
Alpha Financial Partners
Kentucky
$231K +$212K +1,859 New
NL
779
NWAM LLC
Washington
$229K +$210K +1,843 New
HTC
780
Haverford Trust Company
Pennsylvania
$227K +$208K +1,821 New
KCM
781
KRS Capital Management
Michigan
$227K +$208K +1,821 New
SGA
782
Seaport Global Advisors
Massachusetts
$222K -$55.7K -488 -21%
SAS
783
Stelac Advisory Services
New York
$221K
FFS
784
Founders Financial Securities
Maryland
$221K +$203K +1,780 New
SWM
785
Shelton Wealth Management
Texas
$220K +$202K +1,772 New
BCM
786
Blume Capital Management
California
$219K -$81.6K -715 -29%
AA
787
Axiom Advisory
California
$218K +$205K +1,794 New
WPP
788
Whalerock Point Partners
Rhode Island
$217K +$200K +1,748 New
BAM
789
Blueshift Asset Management
New Jersey
$217K +$199K +1,745 New
SIG
790
Stonegate Investment Group
Alabama
$216K +$199K +1,739 New
CAG
791
Crestwood Advisors Group
Massachusetts
$215K +$198K +1,730 New
PWA
792
Primoris Wealth Advisors
Florida
$215K -$295K -2,585 -60%
AF
793
Allworth Financial
California
$213K +$4.91K +43 +3%
NYLIM
794
New York Life Investment Management
New York
$213K +$195K +1,709 New
KTC
795
Kistler-Tiffany Companies
Pennsylvania
$212K -$18.8K -165 -9%
WFAG
796
Worth Financial Advisory Group
North Carolina
$211K +$193K +1,693 New
V
797
Veritable
Delaware
$210K +$193K +1,692 New
IAN
798
Integrated Advisors Network
Texas
$210K +$193K +1,687 New
GCS
799
Gordian Capital (Singapore)
Singapore
$207K
ATPW
800
Ashton Thomas Private Wealth
Arizona
$206K +$189K +1,654 New