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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
951
Janiczek Wealth Management
Colorado
$262K -$10.2K -47 -3%
WAP
952
Wealthcare Advisory Partners
Pennsylvania
$262K +$14.8K +68 +5%
FPIS
953
Financial Planning & Information Services
Wisconsin
$261K
RWA
954
Redhawk Wealth Advisors
Minnesota
$261K +$1.52K +7 +0.5%
WI
955
WrapManager Inc
California
$261K +$68.3K +314 +32%
SC
956
Sierra Capital
Florida
$260K -$123K -567 -30%
CIA
957
Citadel Investment Advisory
Ohio
$259K -$20.7K -95 -7%
ISL
958
Ingalls & Snyder LLC
New York
$259K
TFS
959
TrustCore Financial Services
Tennessee
$259K
BSA
960
Bull Street Advisors
Georgia
$256K -$3.04K -14 -1%
IAN
961
Integrated Advisors Network
Texas
$255K -$21.1K -97 -7%
IAA
962
Independent Advisor Alliance
North Carolina
$254K +$29.8K +137 +12%
JWCA
963
J.W. Coons Advisors
Ohio
$253K -$5.22K -24 -2%
Jones Financial Companies
964
Jones Financial Companies
Missouri
$253K +$29.8K +137 +12%
LDB
965
Lee, Danner & Bass
Tennessee
$252K
CCM
966
Chiron Capital Management
Florida
$252K +$274K +1,258 New
SOW
967
State of Wyoming
Wyoming
$248K +$60.2K +277 +29%
BL
968
Balentine LLC
Georgia
$245K +$266K +1,225 New
FWM
969
Fairhaven Wealth Management
Illinois
$243K
LWAC
970
Laurel Wealth Advisors (California)
California
$242K -$15.4K -71 -6%
DA
971
Detalus Advisors
Missouri
$242K
Lido Advisors
972
Lido Advisors
California
$242K +$78.3K +360 +42%
FA
973
Fiducient Advisors
Illinois
$241K +$1.09K +5 +0.4%
NIM
974
Northeast Investment Management
Massachusetts
$241K +$23.5K +108 +10%
CCB
975
Cutter & Co Brokerage
Missouri
$240K