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Name Holding Trade Value Shares
Change
Change in
Stake
WG
901
Wealth Group
North Carolina
$366K +$328K +2,132 New
PFA
902
Pathway Financial Advisors
Vermont
$364K – – –
WA
903
Wambolt & Associates
Colorado
$363K -$54.8K -356 -14%
WTC
904
WhitTier Trust Company
Nevada
$363K -$46.2K -300 -12%
ACM
905
Andina Capital Management
Utah
$358K +$321K +2,084 New
SWP
906
Strategic Wealth Partners
Ohio
$356K – – –
PCG
907
Prosperity Consulting Group
Maryland
$355K +$318K +2,064 New
LSAG
908
Lake Street Advisors Group
New Hampshire
$354K +$13.5K +88 +4%
PI
909
PEAK6 Investments
Illinois
$354K +$317K +2,056 +51,400%
ETIA
910
Epic Trust Investment Advisors
Washington
$350K – – –
BP
911
Ballentine Partners
Massachusetts
$349K -$5.54K -36 -2%
AFP
912
Ausdal Financial Partners
Iowa
$348K +$312K +2,024 New
CPC
913
Cookson Peirce & Co
Pennsylvania
$347K -$2.46K -16 -0.8%
AI
914
Auour Investments
Massachusetts
$347K – – –
ACA
915
Atlas Capital Advisors
Wyoming
$346K – – –
N
916
Natixis
France
$346K +$310K +2,012 New
EFI
917
EHP Funds Inc
Canada
$344K -$123K -800 -29%
OWM
918
Orgel Wealth Management
Wisconsin
$344K -$14.8K -96 -5%
Dodge & Cox
919
Dodge & Cox
California
$344K – – –
LAS
920
LWM Advisory Services
Florida
$344K – – –
VWMG
921
Virginia Wealth Management Group
Virginia
$344K – – –
CG
922
Cynosure Group
Utah
$343K +$307K +1,996 New
AI
923
Accredited Investors
Minnesota
$340K – – –
OCM
924
One Capital Management
California
$340K +$58.5K +380 +24%
CGA
925
Crescent Grove Advisors
Illinois
$339K -$27.7K -180 -8%