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Name Holding Trade Value Shares
Change
Change in
Stake
ACC
1876
Acorn Creek Capital
Colorado
$321K -$4.25K -12 -1%
BWM
1877
BigSur Wealth Management
Florida
$320K +$13.5K +38 +4%
WG
1878
WMS Group
Louisiana
$319K +$356K +1,004 New
BFC
1879
Blue Fin Capital
Rhode Island
$319K – – –
SWA
1880
Stratos Wealth Advisors
Ohio
$318K -$133K -375 -27%
AAMC
1881
Asset Allocation & Management Company
Illinois
$318K – – –
QPWM
1882
Quadrant Private Wealth Management
Pennsylvania
$318K +$5.67K +16 +2%
LSIA
1883
LaSalle St. Investment Advisors
Illinois
$317K -$130K -366 -27%
SIM
1884
Sentry Investment Management
Wisconsin
$316K – – –
GWSG
1885
GPS Wealth Strategies Group
Colorado
$315K -$572K -1,614 -62%
WIS
1886
Wright Investors Service
Connecticut
$315K -$18.8K -53 -5%
EFG
1887
Embree Financial Group
Illinois
$315K +$56K +158 +19%
PIA
1888
Panoramic Investment Advisors
Colorado
$315K – – –
MKA
1889
M. Kulyk & Associates
Georgia
$315K +$2.83K +8 +0.8%
MAC
1890
Mason & Associates (California)
California
$315K +$8.51K +24 +2%
NAS
1891
NWF Advisory Services
California
$314K +$28.7K +81 +9%
AFT
1892
Alpha Family Trust
California
$314K – – –
SA
1893
Sacks & Associates
New Jersey
$314K +$349K +985 New
LGT Group Foundation
1894
LGT Group Foundation
Liechtenstein
$313K +$346K +977 New
CF
1895
Clarity Financial
Texas
$313K -$10.3K -29 -3%
ICP
1896
Impact Capital Partners
Colorado
$313K -$10.6K -30 -3%
CIAS
1897
CFS Investment Advisory Services
New Jersey
$313K +$14.5K +41 +4%
BP
1898
BWM Planning
Texas
$313K +$5.67K +16 +2%
GAM
1899
Grandview Asset Management
Pennsylvania
$312K -$137K -387 -28%
KCM
1900
Kanawha Capital Management
Virginia
$312K – – –