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Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
501
Benjamin F. Edwards & Company
Missouri
$206K +$30.6K +474 +17%
WA
502
Waverly Advisors
Alabama
$202K +$206K +3,192 New
AC
503
Abbrea Capital
California
$201K -$6.71K -104 -3%
NAS
504
NWF Advisory Services
California
$201K +$217K +3,363 New
HI
505
Human Investing
Oregon
$200K +$204K +3,158 New
RI
506
Ridgewood Investments
New Jersey
$194K -$253K -3,917 -56%
OIA
507
Optimum Investment Advisors
Illinois
$193K +$119K +1,850 +154%
AW
508
Avion Wealth
Texas
$191K +$127K +1,965 +175%
BONH
509
Bank of New Hampshire
New Hampshire
$190K
UID
510
Union Investments & Development
Israel
$190K
CI Investments Inc
511
CI Investments Inc
Ontario, Canada
$190K
IWP
512
Icon Wealth Partners
Texas
$175K +$178K +2,758 New
SSG
513
Summit Securities Group
New York
$171K -$123K -1,900 -41%
AIP
514
Ahrens Investment Partners
Louisiana
$165K +$168K +2,603 New
MHR
515
Matthew Hamilton Rosenberg
$165K
AIM
516
Acropolis Investment Management
Missouri
$164K
GRP
517
Global Retirement Partners
California
$163K +$31.7K +492 +21%
GWSG
518
GPS Wealth Strategies Group
Colorado
$158K +$160K +2,489 New
PTC
519
Private Trust Company
Ohio
$147K -$14.1K -219 -9%
GWS
520
Glassman Wealth Services
Virginia
$146K +$2.97K +46 +2%
HPC
521
HM Payson & Co
Maine
$140K +$27.9K +433 +24%
IA
522
IFP Advisors
Florida
$136K -$94.3K -1,462 -35%
PB
523
Pinnacle Bancorp
Nebraska
$135K +$107K +1,662 +361%
NFSG
524
Newbridge Financial Services Group
Florida
$133K +$14.1K +219 +12%
CHA
525
Carmichael Hill & Associates
Maryland
$131K