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Name Holding Trade Value Shares
Change
Change in
Stake
VFG
901
Victory Financial Group
Texas
$386K -$57.5K -119 -11%
CAG
902
Crestwood Advisors Group
Massachusetts
$383K -$47.4K -98 -9%
SIA
903
SGL Investment Advisors
Montana
$383K -$48.8K -101 -11%
RCA
904
Resonant Capital Advisors
Wisconsin
$380K -$107K -221 -19%
OAG
905
Oakmont Advisory Group
New Mexico
$377K +$137K +284 +43%
USCWA
906
U.S. Capital Wealth Advisors
Texas
$376K -$16.9K -35 -4%
TAM
907
Titleist Asset Management
Texas
$375K +$270K +558 +145%
FFN
908
Focus Financial Network
Minnesota
$375K +$112K +232 +33%
PP
909
PDS Planning
Ohio
$373K -$50.3K -104 -10%
OF
910
Optimize Financial
California
$372K -$1.02M -2,115 -69%
EI
911
Ellevest Inc
New York
$371K -$108K -223 -19%
OWM
912
OneAscent Wealth Management
Alabama
$371K +$198K +410 +79%
CIA
913
Capital Investment Advisors
Georgia
$370K +$166K +344 +59%
AU
914
AlphaGrep UK
$370K +$449K +929 New
OL
915
Optas LLC
Texas
$369K -$24.6K -51 -5%
CI
916
Conning Inc
Connecticut
$367K -$52.2K -108 -10%
LFAS
917
Level Four Advisory Services
Texas
$367K +$149K +309 +50%
HWAM
918
Hennion & Walsh Asset Management
New Jersey
$365K +$110K +228 +33%
OPWM
919
Oxinas Partners Wealth Management
Indiana
$365K +$239K +495 +117%
CA
920
Crewe Advisors
Utah
$362K +$8.22K +17 +2%
CCS
921
Concentric Capital Strategies
Connecticut
$361K +$438K +907 New
KWM
922
Kingsview Wealth Management
Oregon
$361K +$94.7K +196 +28%
SMAM
923
Sugar Maple Asset Management
Wisconsin
$359K +$436K +903 New
TFA
924
Toth Financial Advisory
Virginia
$357K -$846K -1,750 -66%
QWP
925
Quotient Wealth Partners
Texas
$356K +$14.5K +30 +3%