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Name Holding Trade Value Shares
Change
Change in
Stake
PC
851
Port Capital
Illinois
$233K +$23.4K +73 +10%
IA
852
Inspire Advisors
Idaho
$231K – – –
CBFP
853
Cedar Brook Financial Partners
Ohio
$230K -$34.3K -107 -12%
LI
854
LMCG Investments
Massachusetts
$226K +$249K +778 New
VWM
855
Valley Wealth Managers
New Jersey
$226K – – –
HFS
856
Horizon Financial Services
North Carolina
$224K +$247K +771 New
HT
857
Heritage Trust
Oklahoma
$224K – – –
AFP
858
Ausdal Financial Partners
Iowa
$223K -$34.6K -108 -12%
Merit Financial Group
859
Merit Financial Group
Georgia
$222K +$20.2K +63 +9%
Independent Advisor Alliance
860
Independent Advisor Alliance
North Carolina
$221K -$25K -78 -9%
HCM
861
Hollencrest Capital Management
California
$220K – – –
Oppenheimer & Co
862
Oppenheimer & Co
New York
$219K -$33.3K -104 -12%
Choate Investment Advisors
863
Choate Investment Advisors
Massachusetts
$219K +$7.04K +22 +3%
SAW
864
Signal Advisors Wealth
Michigan
$218K +$240K +749 New
NCM
865
New Capital Management
Texas
$216K – – –
Csenge Advisory Group
866
Csenge Advisory Group
Florida
$215K +$6.72K +21 +3%
Putnam Investments
867
Putnam Investments
Massachusetts
$215K – – –
CW
868
Channel Wealth
California
$214K -$54.4K -170 -19%
DI
869
DFPG Investments
Utah
$214K -$49.6K -155 -17%
TNA
870
True North Advisors
Texas
$212K +$640 +2 +0.3%
ACC
871
Acorn Creek Capital
Colorado
$212K +$233K +729 New
AWA
872
Aaron Wealth Advisors
Illinois
$209K -$17.6K -55 -7%
CWG
873
Cornerstone Wealth Group
North Carolina
$208K – – –
CI Investments Inc
874
CI Investments Inc
Ontario, Canada
$207K +$10.6K +33 +5%
CG
875
Clifford Group
Massachusetts
$207K -$6.72K -21 -3%