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Name Holding Trade Value Shares
Change
Change in
Stake
HIP
1101
HUB Investment Partners
Texas
$405K +$136K +187 +44%
AB
1102
Atlas Brown
Kentucky
$403K +$127K +175 +40%
NA
1103
Nautilus Advisors
California
$402K +$100K +138 +29%
OWA
1104
Outlook Wealth Advisors
Texas
$401K +$3.64K +5 +0.8%
SMA
1105
Sage Mountain Advisors
Georgia
$399K +$10.9K +15 +3%
SC
1106
Solstein Capital
California
$397K – – –
UAG
1107
United Advisor Group
Ohio
$394K +$432K +594 New
CWM
1108
Connecticut Wealth Management
Connecticut
$393K -$8.73K -12 -2%
MLL
1109
Moody Lynn & Lieberson
Massachusetts
$392K -$34.9K -48 -8%
CI Investments Inc
1110
CI Investments Inc
Ontario, Canada
$392K -$380K -523 -47%
SFA
1111
Souders Financial Advisors
Ohio
$390K -$298K -409 -41%
Empower Advisory Group
1112
Empower Advisory Group
Colorado
$389K +$46.6K +64 +12%
PCFFS
1113
Pacific Center for Financial Services
California
$389K – – –
WEG
1114
World Equity Group
Illinois
$386K +$415K +570 New
I
1115
INVST
Indiana
$386K +$423K +582 New
RI
1116
Ridgewood Investments
New Jersey
$386K +$191K +262 +82%
MFIM
1117
Mesirow Financial Investment Management
Illinois
$383K -$35.6K -49 -8%
AFW
1118
Avantra Family Wealth
Pennsylvania
$383K -$42.9K -59 -9%
CIS
1119
Custom Index Systems
New York
$382K +$162K +223 +63%
ICP
1120
Interchange Capital Partners
Pennsylvania
$382K +$16.7K +23 +4%
EPA
1121
Element Pointe Advisors
Florida
$382K – – –
NAS
1122
Nicolet Advisory Services
Wisconsin
$381K +$113K +155 +36%
CCA
1123
Clearwater Capital Advisors
Illinois
$381K +$2.18K +3 +0.5%
CT
1124
Caldwell Trust
Florida
$381K – – –
VBCG
1125
Valley Brook Capital Group
Pennsylvania
$380K +$70.6K +97 +20%