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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1226
Ethos Financial Group
Pennsylvania
$235K +$215K +242 New
SFG
1227
Sovereign Financial Group
Connecticut
$234K +$214K +241 New
WH
1228
Willner & Heller
California
$233K -$42.6K -48 -17%
SIMG
1229
Stephens Investment Management Group
Texas
$231K +$22.2K +25 +12%
LTAS
1230
Linden Thomas Advisory Services
North Carolina
$230K +$210K +237 New
SBWIC
1231
Schaper Benz & Wise Investment Counsel
Wisconsin
$230K +$210K +237 New
GWM
1232
Geneos Wealth Management
Colorado
$228K +$39.9K +45 +24%
CFO
1233
Callan Family Office
Pennsylvania
$228K +$208K +235 New
MPCG
1234
Matrix Private Capital Group
New York
$228K +$208K +235 New
Zurich Cantonal Bank
1235
Zurich Cantonal Bank
Switzerland
$228K +$208K +235 New
DekaBank Deutsche Girozentrale
1236
DekaBank Deutsche Girozentrale
Germany
$228K +$34.6K +39 +20%
NCM
1237
Novare Capital Management
North Carolina
$225K +$206K +232 New
CPRC
1238
Consolidated Portfolio Review Corp
New York
$225K +$206K +232 New
CA
1239
Clearstead Advisors
Ohio
$225K +$24.8K +28 +13%
OCM
1240
One Capital Management
California
$224K +$205K +231 New
BAMG
1241
Brand Asset Management Group
Missouri
$223K +$204K +230 New
FAG
1242
Financial Advisory Group
Texas
$223K +$204K +230 New
SCM
1243
Stonebridge Capital Management
California
$223K +$204K +230 New
WI
1244
WrapManager Inc
California
$222K +$203K +229 New
SIM
1245
Stratos Investment Management
Ohio
$221K +$202K +228 New
WCM
1246
Weaver Capital Management
Georgia
$220K +$201K +227 New
TWP
1247
Tyche Wealth Partners
Texas
$220K +$201K +227 New
C
1248
Certuity
Florida
$219K +$200K +226 New
PCMC
1249
Private Capital Management (Colorado)
Colorado
$219K +$200K +226 New
WFAG
1250
Wescott Financial Advisory Group
Pennsylvania
$218K +$200K +225 New