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Name Holding Trade Value Shares
Change
Change in
Stake
ET
826
Equitable Trust
Tennessee
$349K +$10.3K +88 +3%
SC
827
Schiavi & Co
Delaware
$347K +$17.6K +151 +5%
S
828
SimplyRich
California
$347K +$80.6K +692 +31%
CPC
829
Congress Park Capital
New York
$347K +$341K +2,925 New
FA
830
FDx Advisors
Illinois
$346K +$100K +861 +42%
CRI
831
Colonial River Investments
Virginia
$346K +$340K +2,916 New
AIP
832
Ameritas Investment Partners
Nebraska
$345K +$339K +2,914 New
EFS
833
Essex Financial Services
Connecticut
$345K +$3.84K +33 +1%
AWM
834
Axxcess Wealth Management
California
$345K +$339K +2,907 New
QCG
835
Quadrant Capital Group
Ohio
$344K +$9.79K +84 +3%
TC
836
Truvestments Capital
Florida
$343K +$134K +1,153 +66%
GC
837
Grimes & Company
Massachusetts
$343K -$2.33K -20 -0.7%
ICP
838
Interchange Capital Partners
Pennsylvania
$343K -$18.5K -159 -5%
CF
839
Cantor Fitzgerald
New York
$341K +$52K +446 +18%
GWP
840
Gateway Wealth Partners
Wisconsin
$339K +$349 +3 +0.1%
SSWG
841
Seven Springs Wealth Group
Tennessee
$338K
VVP
842
Venture Visionary Partners
Ohio
$337K -$3.15K -27 -0.9%
ACG
843
Allen Capital Group
Nebraska
$337K +$331K +2,841 New
PCS
844
Personal CFO Solutions
New Jersey
$336K +$134K +1,149 +68%
BFS
845
Bradley Foster & Sargent
Connecticut
$335K
FMLI
846
Fukoku Mutual Life Insurance
Japan
$334K
WC
847
Wexford Capital
Florida
$334K +$142K +1,223 +77%
SFG
848
Sovereign Financial Group
Connecticut
$333K +$5.47K +47 +2%
CWP
849
CFM Wealth Partners
Texas
$332K -$54.3K -466 -14%
LFAS
850
Level Four Advisory Services
Texas
$332K +$55.4K +476 +22%