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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1201
Allied Investment Advisors
Montana
$215K
AT
1202
Avalon Trust
New Mexico
$214K
IF
1203
Integrity Financial
Wyoming
$214K
NERM
1204
New England Research & Management
Illinois
$214K +$208K +900 New
NL
1205
NWAM LLC
Washington
$213K +$207K +896 New
AAS
1206
Annex Advisory Services
Wisconsin
$213K -$120K -518 -37%
QWP
1207
Quotient Wealth Partners
Texas
$212K +$205K +889 New
CF
1208
Centaurus Financial
California
$211K +$38.4K +166 +23%
TIA
1209
Trust Investment Advisors
Indiana
$210K +$204K +884 New
OWMIAS
1210
One Wealth Management Investment & Advisory Services
Florida
$210K -$19.6K -85 -9%
DWM
1211
Drive Wealth Management
Utah
$210K +$203K +879 New
BWM
1212
Baron Wealth Management
Michigan
$209K +$203K +879 New
OCM
1213
One Capital Management
California
$207K +$201K +871 New
SIM
1214
Stratos Investment Management
Ohio
$206K +$200K +866 New
EH
1215
Equitable Holdings
New York
$206K -$231 -1 -0.1%
CFP
1216
Catalyst Financial Partners
Massachusetts
$206K +$200K +866 New
PPW
1217
PACK Private Wealth
Minnesota
$206K +$200K +866 New
LC
1218
LCNB Corp
Ohio
$206K -$11.6K -50 -5%
DFCM
1219
Dark Forest Capital Management
Puerto Rico
$205K -$295K -1,275 -60%
CCG
1220
Cypress Capital Group
Florida
$204K +$198K +859 New
Financial Engines Advisors
1221
Financial Engines Advisors
California
$204K +$198K +858 New
MA
1222
Mutual Advisors
Nebraska
$203K +$190K +821 New
GWMR
1223
GC Wealth Management RIA
Massachusetts
$203K +$197K +854 New
AC
1224
Allstate Corporation
Illinois
$202K +$196K +847 New
HCM
1225
Hengehold Capital Management
Ohio
$201K +$195K +845 New