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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
626
Integrated Wealth Concepts
Massachusetts
$205K +$187K +6,432 New
SPIA
627
Steward Partners Investment Advisory
New York
$204K +$45.8K +1,572 +33%
GA
628
Gateway Advisory
New Jersey
$204K +$186K +6,400 New
AG
629
Algert Global
California
$204K +$187K +6,416 New
Vanguard Personalized Indexing Management
630
Vanguard Personalized Indexing Management
California
$201K +$184K +6,328 New
RCG
631
Rock Creek Group
District of Columbia
$198K +$181K +6,212 New
PCFFS
632
Pacific Center for Financial Services
California
$188K +$137K +4,704 +392%
PWPS
633
Pinnacle Wealth Planning Services
Ohio
$185K +$170K +5,828 New
Carson Wealth (CWM LLC)
634
Carson Wealth (CWM LLC)
Nebraska
$171K – – –
MAM
635
Marquette Asset Management
Minnesota
$162K – – –
FHA
636
First Horizon Advisors
Tennessee
$150K -$51.6K -1,772 -27%
First Manhattan
637
First Manhattan
New York
$147K – – –
AWM
638
Atticus Wealth Management
Florida
$146K +$134K +4,592 New
NR
639
Newfound Research
Massachusetts
$137K +$87.6K +3,008 +232%
FF
640
FourThought Financial
Florida
$135K +$124K +4,260 New
SFO
641
Standard Family Office
South Dakota
$123K +$113K +3,864 New
LC
642
Lindbrook Capital
California
$114K +$699 +24 +0.7%
SFS
643
Sowell Financial Services
Arkansas
$114K +$43.9K +1,508 +73%
VCG
644
Vantage Consulting Group
Virginia
$114K +$105K +3,596 New
ME
645
McIlrath & Eck
Washington
$108K – – –
Capstone Investment Advisors
646
Capstone Investment Advisors
New York
$105K +$96.3K +3,304 New
GWM
647
Greenhouse Wealth Management
Connecticut
$102K +$93.2K +3,200 New
AAP
648
Arax Advisory Partners
Colorado
$97K +$7.23K +248 +9%
DWA
649
Dougherty Wealth Advisers
Minnesota
$96K – – –
CDIA
650
Capital Directions Investment Advisors
Georgia
$92K -$27.3K -936 -24%