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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
201
Concurrent Investment Advisors
Florida
$249K +$79.6K +1,486 +39%
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$244K +$63.1K +1,177 +29%
AP
203
Advisors Preferred
Maryland
$239K -$784K -14,631 -74%
EWA
204
EverSource Wealth Advisors
Alabama
$239K -$123K -2,303 -31%
FMI
205
Frec Markets Inc
California
$238K +$15.8K +294 +6%
FZCM
206
Flynn Zito Capital Management
New York
$235K -$102K -1,897 -27%
MA
207
MBA Advisors
Pennsylvania
$234K
BWA
208
Basecamp Wealth Advisors
Washington
$230K
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$229K +$5.79K +108 +2%
CCA
210
Carrera Capital Advisors
Michigan
$229K -$29.2K -544 -10%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$220K +$251K +4,693 New
SWP
212
Sagespring Wealth Partners
Tennessee
$220K -$9.91K -185 -4%
YCM
213
Yousif Capital Management
Michigan
$220K -$1.26M -23,493 -83%
BIP
214
Brandes Investment Partners
California
$218K +$250K +4,660 New
SMA
215
Seven Mile Advisory
New Jersey
$216K +$17.9K +334 +8%
PAW
216
Plan A Wealth
Nebraska
$211K -$65.6K -1,224 -21%
TW
217
Traveka Wealth
California
$210K
EPI
218
Eddie Patel Inc
Illinois
$205K +$234K +4,370 New
SA
219
Sovran Advisors
California
$204K +$217K +4,053 New
TPCW
220
TD Private Client Wealth
New York
$203K +$12K +224 +5%
RCA
221
Resonant Capital Advisors
Wisconsin
$202K +$231K +4,316 New
Bessemer Group
222
Bessemer Group
New Jersey
$186K -$4.45K -83 -2%
FCAS
223
First Command Advisory Services
Texas
$171K +$150K +2,794 +327%
CH
224
Cromwell Holdings
Wyoming
$131K
HNB
225
Hilltop National Bank
Wyoming
$131K -$21.8K -406 -13%