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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1001
Aventus Investment Advisors
Florida
$249K +$20.3K +135 +7%
AWM
1002
Activest Wealth Management
Florida
$245K +$150 +1 +0.1%
OCM
1003
Objective Capital Management
Ohio
$244K +$35.3K +235 +14%
IWN
1004
Independent Wealth Network
Iowa
$243K -$45.5K -303 -14%
Koshinski Asset Management
1005
Koshinski Asset Management
Illinois
$242K -$40.4K -269 -12%
HWM
1006
HighMark Wealth Management
Minnesota
$242K – – –
RA
1007
Rockingstone Advisors
Massachusetts
$242K – – –
RIA
1008
Regal Investment Advisors
Michigan
$240K +$288K +1,915 New
BWA
1009
Basecamp Wealth Advisors
Washington
$239K -$73.8K -491 -20%
WBG
1010
Wharton Business Group
Pennsylvania
$238K – – –
FG
1011
Foster Group
Iowa
$237K -$33.4K -222 -10%
CI
1012
CX Institutional
Indiana
$237K +$26.2K +174 +10%
MFS
1013
Mattson Financial Services
Michigan
$236K +$283K +1,882 New
MEG
1014
Millstone Evans Group
Colorado
$234K -$43.1K -287 -13%
AFA
1015
American Financial Advisors
Georgia
$234K +$301 +2 +0.1%
OPA
1016
Old Port Advisors
Maine
$228K -$59.5K -396 -18%
BFA
1017
Brown Financial Advisors
Ohio
$228K +$273K +1,814 New
MCWS
1018
McKinley Carter Wealth Services
West Virginia
$227K – – –
AC
1019
Avestar Capital
New York
$227K +$2.4K +16 +0.9%
PWM
1020
Perigon Wealth Management
California
$227K -$17.6K -117 -6%
SAM
1021
Secure Asset Management
Michigan
$226K -$3.46K -23 -1%
QWP
1022
Quotient Wealth Partners
Texas
$226K +$271K +1,802 New
BWM
1023
Bulltick Wealth Management
Florida
$225K +$270K +1,797 New
RWM
1024
Rialto Wealth Management
New York
$225K -$31.4K -209 -10%
RFN
1025
RDA Financial Network
Iowa
$224K +$6.46K +43 +2%