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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
476
Clear Perspective Advisors
Illinois
$234K +$54.7K +384 +24%
FWM
477
Foresight Wealth Management
Utah
$229K +$52.4K +368 +23%
FIM
478
Frontier Investment Management
Texas
$227K +$57K +400 +26%
RIL
479
Rothschild Investment LLC
Illinois
$224K -$403K -2,832 -60%
CG
480
Colony Group
Massachusetts
$217K +$263K +1,848 New
BC
481
Brinker Capital
Pennsylvania
$215K -$657K -4,612 -72%
KWM
482
Kingsview Wealth Management
Oregon
$215K +$17.1K +120 +7%
SF
483
Synovus Financial
Georgia
$214K +$18.1K +127 +7%
PMG
484
ProVise Management Group
Florida
$214K +$59.8K +420 +30%
OWA
485
One Wealth Advisors
California
$212K -$24.5K -172 -9%
CS
486
Comerica Securities
Michigan
$210K -$150K -1,051 -37%
ACM
487
Aljian Capital Management
Nevada
$210K -$35.6K -250 -12%
CCC
488
Chelsea Counsel Company
California
$209K
FAM
489
Formidable Asset Management
Ohio
$208K +$252K +1,770 New
LWCFA
490
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K
WI
491
WrapManager Inc
California
$206K -$10.8K -76 -4%
IAA
492
Independent Advisor Alliance
North Carolina
$205K +$2.14K +15 +0.9%
CWM
493
Cornerstone Wealth Management
Missouri
$203K -$16.9K -119 -6%
I
494
IberiaBank
Louisiana
$203K +$8.12K +57 +3%
DI
495
DFPG Investments
Utah
$201K +$73.3K +515 +42%
SRAM
496
Stone Ridge Asset Management
New York
$200K +$242K +1,700 New
PAM
497
Paradigm Asset Management
New York
$200K
Walleye Capital
498
Walleye Capital
New York
$197K +$194K +1,360 +433%
ASN
499
Advisory Services Network
Georgia
$187K -$167K -1,171 -42%
TL
500
TrueWealth LLC
Georgia
$183K