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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1601
Calamos Wealth Management
Illinois
$217K -$10.9K -32 -4%
PFA
1602
Pathway Financial Advisors
Vermont
$217K
RCA
1603
Resonant Capital Advisors
Wisconsin
$217K +$12.3K +36 +6%
UCMOK
1604
United Capital Management of KS
Kansas
$216K +$232K +679 New
SG
1605
StoneX Group
New York
$214K +$5.82K +17 +3%
RWM
1606
Ritholtz Wealth Management
New York
$214K +$230K +673 New
PFG
1607
PAX Financial Group
Texas
$213K +$211K +618 New
WFA
1608
Wade Financial Advisory
California
$212K
TWA
1609
TCI Wealth Advisors
Arizona
$212K +$21.9K +64 +11%
BFPW
1610
BOK Financial Private Wealth
Colorado
$212K +$228K +666 New
BCM
1611
Boltwood Capital Management
California
$211K
AWM
1612
Aries Wealth Management
Maine
$210K
VCM
1613
Vivaldi Capital Management
Illinois
$210K +$10.9K +32 +5%
MIC
1614
Means Investment Company
Maine
$209K -$10.9K -32 -5%
GC
1615
Garde Capital
Washington
$209K -$5.82K -17 -3%
NPT
1616
Nixon Peabody Trust
Massachusetts
$209K
QCM
1617
Quest Capital Management
Texas
$209K +$224K +656 New
MCM
1618
MV Capital Management
Maryland
$208K
WCWM
1619
Willow Creek Wealth Management
California
$207K
SWA
1620
SFMG Wealth Advisors
Texas
$207K +$9.58K +28 +5%
GIA
1621
GHP Investment Advisors
Colorado
$207K +$223K +651 New
EWM
1622
EPG Wealth Management
Georgia
$206K -$37.6K -110 -15%
NGA
1623
Naples Global Advisors
Florida
$206K
CCM
1624
Carlson Capital Management
Minnesota
$202K +$201K +588 New
DI
1625
DFPG Investments
Utah
$201K +$207K +604 New