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Name Holding Trade Value Shares
Change
Change in
Stake
IFS
1876
Ifrah Financial Services
Arkansas
$598K -$15.6K -355 -3%
JWM
1877
Jupiter Wealth Management
Colorado
$597K
LC
1878
Lavaca Capital
Texas
$594K -$54.2K -1,236 -9%
BEI
1879
Benjamin Edwards Inc
Missouri
$593K -$34.7K -792 -6%
CAM
1880
Cypress Asset Management
Texas
$593K +$55.3K +1,260 +11%
SMM
1881
Stadion Money Management
Georgia
$592K
CWM
1882
Cedar Wealth Management
California
$591K
APW
1883
Acima Private Wealth
Virginia
$590K
KM
1884
Kalos Management
Georgia
$590K +$65.1K +1,484 +13%
HA
1885
HYA Advisors
Missouri
$590K +$65.2K +1,486 +13%
WP
1886
WealthShield Partners
North Carolina
$589K +$218K +4,960 +65%
ORI
1887
Oak Ridge Investments
Illinois
$588K -$31.7K -722 -5%
FA
1888
FCG Advisors
New Jersey
$588K -$25K -570 -4%
W
1889
WealthStone
Ohio
$586K +$551K +12,557 New
CWS
1890
Cypress Wealth Services
California
$585K -$7.28K -166 -1%
DA
1891
Detalus Advisors
Missouri
$585K -$3.73K -85 -0.7%
UF
1892
Univest Financial
Pennsylvania
$584K -$8.16K -186 -1%
BBA
1893
Braun-Bostich & Associates
Pennsylvania
$582K
AO
1894
Advisor OS
Illinois
$582K +$548K +12,487 New
TL
1895
TrueWealth LLC
Georgia
$579K -$833 -19 -0.2%
TF
1896
Trek Financial
Arizona
$578K +$543K +12,392 New
NFG
1897
Nations Financial Group
Iowa
$576K +$44.1K +1,005 +9%
VSWA
1898
Vontobel Swiss Wealth Advisors
Switzerland
$576K +$251K +5,730 +86%
HR
1899
Hayden Royal
North Carolina
$576K -$120K -2,738 -18%
WMA
1900
Wealth Management Associates
New Jersey
$575K +$72.8K +1,659 +16%