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Name Holding Trade Value Shares
Change
Change in
Stake
AA
851
Alta Advisers
United Kingdom
$280K +$314K +2,344 New
PPH
852
Pure Portfolios Holdings
Oregon
$280K +$5.76K +43 +2%
AWM
853
AE Wealth Management
Kansas
$279K +$95.9K +716 +44%
AAA
854
American Alpha Advisors
New York
$278K -$142K -1,062 -31%
WFAG
855
Worth Financial Advisory Group
North Carolina
$277K -$290K -2,161 -48%
IA
856
IFP Advisors
Florida
$275K -$70.6K -527 -19%
KWA
857
Kingswood Wealth Advisors
California
$274K -$33.9K -253 -10%
CF
858
Centaurus Financial
California
$274K +$31.3K +234 +11%
BBW
859
Blue Barn Wealth
Utah
$273K +$804 +6 +0.3%
BFO
860
Boston Family Office
Massachusetts
$273K +$19.7K +147 +7%
CW
861
CreativeOne Wealth
Kansas
$272K -$4.02K -30 -1%
KWMG
862
King Wealth Management Group
Florida
$270K +$35.2K +263 +13%
CPW
863
Catalyst Private Wealth
California
$267K – – –
SAM
864
SP Asset Management
California
$262K – – –
GIA
865
Gateway Investment Advisers
Ohio
$262K +$294K +2,197 New
CGL
866
Clarius Group LLC
Washington
$262K -$21.6K -161 -7%
VFP
867
Vested Financial Planning
California
$259K +$24.2K +181 +9%
BIG
868
Brooklyn Investment Group
New York
$259K +$115K +856 +65%
CAU
869
Caxton Associates (UK)
$258K +$289K +2,158 New
PP
870
Patron Partners
Texas
$257K +$288K +2,152 New
SA
871
Sovran Advisors
California
$255K +$303K +2,261 New
MFG
872
Mosaic Financial Group
Illinois
$253K -$268 -2 -0.1%
HFP
873
Holistic Financial Partners
Indiana
$252K -$75.8K -566 -21%
PP
874
PDS Planning
Ohio
$248K -$4.69K -35 -2%
MW
875
Marcum Wealth
Ohio
$248K +$36K +269 +15%