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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
1201
Lake Street Advisors Group
New Hampshire
$237K -$8.4K -152 -4%
TW
1202
Transform Wealth
Colorado
$236K -$6.52K -118 -3%
AF
1203
Aldebaran Financial
$236K -$24.9K -450 -10%
SAF
1204
Smith Anglin Financial
Texas
$236K -$884 -16 -0.4%
CWM
1205
Cornerstone Wealth Management
Missouri
$236K -$6.69K -121 -3%
PFA
1206
Pure Financial Advisors
California
$236K -$3.1K -56 -1%
ACM
1207
Allred Capital Management
Texas
$236K -$23.2K -420 -9%
A
1208
AJOVista
Massachusetts
$235K
GC
1209
Gratus Capital
Georgia
$235K +$224K +4,054 New
IP
1210
Ignite Planners
California
$235K -$8.9K -161 -4%
Jones Financial Companies
1211
Jones Financial Companies
Missouri
$234K +$44.1K +798 +25%
GFG
1212
Goldstone Financial Group
Illinois
$234K +$11.7K +211 +6%
FEM
1213
Fulcrum Equity Management
Texas
$234K +$223K +4,038 New
PPWM
1214
Paragon Private Wealth Management
Kentucky
$233K +$111 +2 +0%
EWM
1215
Empirical Wealth Management
Washington
$233K +$222K +4,015 New
JAFL
1216
Jay A. Fishman Ltd
Michigan
$232K
GDP
1217
Great Diamond Partners
Maine
$232K -$11.1K -200 -5%
KCM
1218
Kanawha Capital Management
Virginia
$232K -$12.5K -227 -5%
AF
1219
Apexium Financial
Texas
$231K -$5.2K -94 -2%
SAM
1220
SignalPoint Asset Management
Missouri
$230K +$220K +3,973 New
NCM
1221
Northwest Capital Management
Oregon
$230K +$27.6K +500 +14%
KW
1222
KWB Wealth
California
$230K -$42.4K -767 -16%
BBA
1223
BLB&B Advisors
Pennsylvania
$230K -$4.37K -79 -2%
TC
1224
Trilogy Capital
California
$230K -$2.45M -44,312 -92%
Luther King Capital Management (LKCM)
1225
Luther King Capital Management (LKCM)
Texas
$229K +$5.47K +99 +3%