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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
176
Freedom Investment Management
Connecticut
$278K -$19K -167 -8%
GWSG
177
GPS Wealth Strategies Group
Colorado
$274K +$3.41K +30 +2%
CPA
178
Clear Perspective Advisors
Illinois
$262K +$24.4K +215 +13%
CAM
179
Concorde Asset Management
Michigan
$258K -$121K -1,064 -36%
RIA
180
Regal Investment Advisors
Michigan
$257K +$212K +1,869 New
Mercer Global Advisors
181
Mercer Global Advisors
Colorado
$255K +$29.2K +257 +16%
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$248K -$18.5K -163 -8%
CCM
183
Cribstone Capital Management
Maine
$248K
IFG
184
Independent Financial Group
California
$244K -$31.6K -278 -14%
TCWM
185
Total Clarity Wealth Management
Illinois
$236K +$8.52K +75 +5%
WAP
186
Wealthcare Advisory Partners
Pennsylvania
$229K
CAS
187
Cascadia Advisory Services
Oregon
$227K
LA
188
LexAurum Advisors
Kansas
$226K +$15.6K +137 +9%
AFA
189
Arlington Financial Advisors
California
$220K
MIM
190
Montgomery Investment Management
Maryland
$220K
CIM
191
CIM Investment Management
Pennsylvania
$214K
PPP
192
Private Portfolio Partners
New Jersey
$210K +$173K +1,523 New
SIM
193
Sonora Investment Management
Arizona
$200K +$5.68K +50 +4%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$200K +$11.4K +100 +7%
Amundi
195
Amundi
France
$193K +$159K +1,400 New
BFEC
196
Benjamin F. Edwards & Company
Missouri
$177K -$28.4K -250 -16%
SWM
197
Spire Wealth Management
Virginia
$173K -$7.38K -65 -5%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$171K +$56.8K +500 +67%
AF
199
Advisornet Financial
Minnesota
$166K -$22.7K -200 -14%
TRCT
200
Tower Research Capital (TRC)
New York
$161K -$259K -2,281 -66%