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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
601
Lake Street Advisors Group
New Hampshire
$253K +$4.34K +150 +2%
SCM
602
Shelton Capital Management
Colorado
$249K -$145K -5,000 -36%
LJAC
603
L.J. Altfest & Co
New York
$249K +$20.2K +700 +9%
WTC
604
WhitTier Trust Company
Nevada
$240K – – –
SBIA
605
Sheaff Brock Investment Advisors
Indiana
$239K +$14.5K +500 +6%
RWA
606
Redhawk Wealth Advisors
Minnesota
$237K -$13K -450 -5%
LCC
607
Lincoln Capital Corp
Rhode Island
$237K -$10.1K -350 -4%
MFG
608
Merit Financial Group
Georgia
$234K +$7.23K +250 +3%
LCP
609
Legacy Capital Partners
Wisconsin
$233K – – –
LFA
610
Legacy Financial Advisors
Kentucky
$232K +$8.68K +300 +4%
IFWM
611
Institute for Wealth Management
Colorado
$231K -$17.4K -600 -7%
Carson Wealth (CWM LLC)
612
Carson Wealth (CWM LLC)
Nebraska
$231K – – –
ET
613
Equitable Trust
Tennessee
$230K – – –
TI
614
Tidal Investments
Wisconsin
$230K +$234K +8,100 New
PPCM
615
Pillar Pacific Capital Management
California
$223K – – –
SW
616
SVB Wealth
Massachusetts
$223K +$5.79K +200 +3%
GA
617
Gateway Advisory
New Jersey
$223K +$227K +7,850 New
IAIM
618
International Assets Investment Management
Florida
$220K – – –
SS
619
Sunbelt Securities
Texas
$220K +$224K +7,750 New
NIM
620
NuWave Investment Management
New Jersey
$219K -$655K -22,650 -75%
BBHC
621
Brown Brothers Harriman & Co
New York
$217K -$15.9K -550 -7%
IAA
622
Independent Advisor Alliance
North Carolina
$217K +$10.1K +350 +5%
MWM
623
Meridian Wealth Management
Kentucky
$216K – – –
ACM
624
AUA Capital Management
Pennsylvania
$215K – – –
OSAM
625
O'Shaughnessy Asset Management
Connecticut
$215K +$39K +1,350 +22%