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Name Holding Trade Value Shares
Change
Change in
Stake
GI
1001
Gradient Investments
Minnesota
$11K -$35.4K -236 -77%
GRP
1002
Global Retirement Partners
California
$11K – – –
WAS
1003
Winch Advisory Services
Wisconsin
$11K – – –
AIS
1004
Accurate Investment Solutions
Pennsylvania
$11K +$150 +1 +1%
LFA
1005
Legacy Financial Advisors
Kentucky
$11K +$1.8K +12 +20%
TA
1006
TCG Advisors
Texas
$9K +$8.85K +59 New
Capstone Investment Advisors
1007
Capstone Investment Advisors
New York
$8K -$405K -2,698 -98%
APSP
1008
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K – – –
PWM
1009
PRW Wealth Management
Massachusetts
$8K – – –
DSC
1010
Duncker Streett & Co
Missouri
$8K +$7.5K +50 New
BCI
1011
Brinker Capital Investments
Pennsylvania
$8K +$7.8K +52 New
GSWM
1012
Golden State Wealth Management
California
$7K +$6.3K +42 New
CBT
1013
Capital Bank & Trust
California
$7K +$6.45K +43 New
LHC
1014
Little House Capital
Massachusetts
$7K +$7.5K +50 New
Capital Research Global Investors
1015
Capital Research Global Investors
California
$6K -$233M -1,553,698 -100%
NWM
1016
Northwest Wealth Management
Iowa
$6K – – –
OC
1017
Oakworth Capital
Alabama
$6K – – –
PGWM
1018
Parisi Gray Wealth Management
New Jersey
$6K – – –
PMFA
1019
Plante Moran Financial Advisors
Michigan
$6K – – –
AP
1020
Arlington Partners
Alabama
$6K +$5.7K +38 New
ME
1021
McIlrath & Eck
Washington
$5K -$150 -1 -3%
LFG
1022
Larson Financial Group
Missouri
$5K – – –
SIS
1023
Sound Income Strategies
Florida
$5K – – –
SMFS
1024
Squar Milner Financial Services
California
$5K – – –
AF
1025
Allworth Financial
California
$5K +$4.95K +33 New