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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
426
Stratos Wealth Partners
Ohio
$400K -$71.4K -882 -11%
ARC
427
Advisor Resource Council
Texas
$400K +$268K +3,313 +91%
FHA
428
Flagship Harbor Advisors
Massachusetts
$396K -$115K -1,418 -17%
AT
429
Arden Trust
Delaware
$396K -$3.32K -41 -0.6%
CFA
430
Compass Financial Advisors
Indiana
$395K +$117K +1,443 +27%
Lido Advisors
431
Lido Advisors
California
$391K +$68.2K +842 +14%
BAAM
432
Baker Avenue Asset Management
California
$388K -$3.87M -47,762 -88%
PWS
433
Precision Wealth Strategies
Missouri
$382K +$122K +1,510 +32%
OR
434
Olympiad Research
Connecticut
$381K +$204K +2,516 +61%
CFM
435
Comprehensive Financial Management
California
$378K
CF
436
Centaurus Financial
California
$376K -$58.5K -723 -10%
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$369K -$41.9K -517 -7%
PL
438
Parkwood LLC
Ohio
$368K +$342K +4,220 +192%
RIM
439
Redpoint Investment Management
Australia
$367K
JSC
440
Jackson Square Capital
California
$366K -$233K -2,877 -31%
VFA
441
Valeo Financial Advisors
Indiana
$361K -$5.18K -64 -1%
SAM
442
Sompo Asset Management
Japan
$355K -$364K -4,500 -42%
SCA
443
Snowden Capital Advisors
New York
$348K +$256K +3,159 +108%
PCS
444
Personal CFO Solutions
New Jersey
$345K -$42.7K -528 -8%
PCP
445
Proficio Capital Partners
Massachusetts
$343K +$25.4K +314 +6%
SFA
446
Souders Financial Advisors
Ohio
$340K -$6.64K -82 -1%
MYLI
447
Meiji Yasuda Life Insurance
Japan
$337K -$82.1K -1,014 -15%
GC
448
GFG Capital
Florida
$332K +$110K +1,354 +31%
Pacer Advisors
449
Pacer Advisors
Pennsylvania
$332K +$469K +5,792 New
KeyBank National Association
450
KeyBank National Association
Ohio
$331K +$7.12K +88 +2%