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Name Holding Trade Value Shares
Change
Change in
Stake
GSIS
2226
Global Strategic Investment Solutions
Arizona
$483K +$2.03K +19 +0.4%
JIP
2227
Jaffetilchin Investment Partners
Florida
$483K +$548K +5,125 New
EAM
2228
Evanson Asset Management
California
$482K -$144K -1,341 -21%
WA
2229
Wealth Architects
California
$482K -$33.2K -310 -6%
LF
2230
LifeSteps Financial
California
$480K +$7.17K +67 +1%
CA
2231
Carson Advisory
Georgia
$478K +$27.9K +261 +5%
PI
2232
PEAK6 Investments
Illinois
$477K +$541K +5,056 New
W
2233
Wealthquest
Ohio
$476K -$1.6K -15 -0.3%
BRC
2234
Bell Rock Capital
Delaware
$476K +$540K +5,048 New
EWM
2235
Evermay Wealth Management
Virginia
$475K -$40.7K -380 -7%
WDG
2236
Wealth Dimensions Group
Ohio
$475K +$15.3K +143 +3%
PA
2237
PSI Advisors
Florida
$474K -$100K -934 -16%
WCA
2238
Waypoint Capital Advisors
Minnesota
$474K -$59.8K -559 -10%
GWA
2239
GGM Wealth Advisors
Maryland
$473K +$14.7K +137 +3%
MCC
2240
Money Concepts Capital
Florida
$473K +$22.6K +211 +4%
CF
2241
Corrigan Financial
Rhode Island
$473K +$13.5K +126 +3%
ZDA
2242
Zweig-DiMenna Associates
New York
$472K +$535K +5,000 New
GEA
2243
Glen Eagle Advisors
New Jersey
$471K -$16.7K -156 -3%
EMG
2244
ETF Managers Group
New Jersey
$471K +$20.7K +193 +4%
CCM
2245
Cribstone Capital Management
Maine
$469K -$49.9K -466 -9%
VIA
2246
Vident Investment Advisory
Georgia
$468K +$61.6K +576 +6%
KWA
2247
KCS Wealth Advisory
California
$467K -$29.8K -278 -5%
TPWM
2248
Twelve Points Wealth Management
Massachusetts
$467K +$963 +9 +0.2%
SPP
2249
Single Point Partners
Massachusetts
$467K +$530K +4,955 New
KA
2250
Klingman & Associates
New York
$465K +$10.8K +101 +2%