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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
801
Institute for Wealth Management
Colorado
$804K -$15.4K -200 -2%
AssetMark Inc
802
AssetMark Inc
California
$804K +$114K +1,475 +20%
CWG
803
Cornerstone Wealth Group
North Carolina
$804K +$697K +9,025 New
MFA
804
Mayflower Financial Advisors
Massachusetts
$804K +$697K +9,025 New
SPM
805
Symmetry Peak Management
Pennsylvania
$802K +$695K +9,000 New
FI
806
FormulaFolio Investments
Michigan
$797K +$691K +8,950 New
LS
807
Leelyn Smith
Illinois
$786K +$92.6K +1,200 +16%
RA
808
Rational Advisors
New York
$780K +$674K +8,725 +34,900%
CAM
809
CenterStar Asset Management
Illinois
$776K
CG
810
Caprock Group
Idaho
$775K +$17.4K +225 +3%
SXL
811
Summit X LLC
Missouri
$770K +$672K +8,700 New
HAG
812
HighPoint Advisor Group
Illinois
$769K +$3.86K +50 +0.5%
CAN
813
Cetera Advisor Networks
California
$768K -$52.1K -675 -7%
HIC
814
Holderness Investments Company
North Carolina
$768K
SAG
815
Spotlight Asset Group
Illinois
$768K +$17.4K +225 +3%
EIP
816
Ellis Investment Partners
Pennsylvania
$764K -$11.6K -150 -2%
DAS
817
Dynamic Advisor Solutions
Arizona
$762K -$13.5K -175 -2%
FA
818
FDx Advisors
Illinois
$746K +$100K +1,300 +18%
MOS
819
MGO One Seven
Ohio
$739K -$232K -3,000 -27%
CPIA
820
Cornell Pochily Investment Advisors
New York
$737K -$67.5K -875 -10%
Vanguard Capital Wealth Advisors
821
Vanguard Capital Wealth Advisors
Colorado
$732K +$641K +8,300 New
CCP
822
Corient Capital Partners
California
$730K +$59.8K +775 +10%
RIG
823
Roosevelt Investment Group
New York
$729K -$3.86K -50 -0.6%
PRC
824
Pearl River Capital
Michigan
$726K -$2.2M -28,475 -78%
Vanguard Personalized Indexing Management
825
Vanguard Personalized Indexing Management
California
$726K +$13.5K +175 +2%