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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
751
Defined Wealth Management
Oregon
$315K -$5.93K -22 -2%
BB
752
Bell Bank
North Dakota
$315K
CC
753
Courier Capital
New York
$315K
ACWM
754
Adams Chetwood Wealth Management
North Carolina
$315K +$20.2K +75 +7%
FC
755
Fairpointe Capital
Illinois
$309K -$9.36M -34,723 -97%
TWA
756
TCI Wealth Advisors
Arizona
$309K -$14.3K -53 -5%
AII
757
AGF Investments Inc
Ontario, Canada
$308K -$867K -3,216 -74%
GWSG
758
GPS Wealth Strategies Group
Colorado
$308K +$28.3K +105 +11%
KFS
759
Kaizen Financial Strategies
California
$308K +$297K +1,100 New
FMWA
760
Forvis Mazars Wealth Advisors
Missouri
$306K -$99.2K -368 -25%
CCA
761
Checchi Capital Advisers
California
$306K -$9.71K -36 -3%
HAG
762
HighPoint Advisor Group
Illinois
$304K -$3.24K -12 -1%
LSAG
763
Lake Street Advisors Group
New Hampshire
$304K +$7.55K +28 +3%
TMAM
764
Tokio Marine Asset Management
Japan
$303K -$376K -1,395 -56%
IEFM
765
IQ EQ Fund Management
Ireland
$299K
NHC
766
Nicholas Hoffman & Company
Georgia
$299K +$8.36K +31 +3%
CT
767
Caldwell Trust
Florida
$298K -$65K -241 -18%
SIC
768
Sigma Investment Counselors
Michigan
$297K
GTCM
769
Gyon Technologies Capital Management
New Jersey
$296K -$414K -1,535 -59%
YWP
770
YorkBridge Wealth Partners
New York
$295K -$40.2K -149 -12%
EGA
771
E&G Advisors
Texas
$294K
GC
772
Gratus Capital
Georgia
$294K
FCH
773
Freestone Capital Holdings
Washington
$294K +$15.6K +58 +6%
WWM
774
Western Wealth Management
Colorado
$292K -$34.3K -127 -11%
IFWM
775
Institute for Wealth Management
Colorado
$288K -$12.7K -47 -4%