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Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
501
Golden State Equity Partners
California
$245K – – –
MW
502
Marcum Wealth
Ohio
$238K +$223K +3,833 New
DADC
503
D.A. Davidson & Co
Montana
$235K -$13.4K -231 -6%
UAS
504
United Asset Strategies
New York
$234K +$219K +3,768 New
FNA
505
First National Advisers
Nebraska
$233K +$219K +3,761 New
TYCC
506
Texas Yale Capital Corp
Florida
$232K +$218K +3,743 New
SIS
507
Sound Income Strategies
Florida
$231K – – –
ZIM
508
Zacks Investment Management
Illinois
$230K -$43.5K -747 -17%
SPIA
509
Steward Partners Investment Advisory
New York
$228K +$48.9K +841 +30%
EF
510
Empowered Funds
Pennsylvania
$226K +$212K +3,652 New
Lazard Asset Management
511
Lazard Asset Management
New York
$226K – – –
KCPG
512
Kavar Capital Partners Group
Kansas
$223K +$210K +3,603 New
PI
513
PFG Investments
New York
$222K -$69.1K -1,188 -25%
GM
514
GeoWealth Management
Illinois
$220K +$207K +3,555 New
AAS
515
Ameritas Advisory Services
Nebraska
$220K +$207K +3,552 New
Aviva
516
Aviva
United Kingdom
$219K +$206K +3,534 New
QC
517
Quent Capital
New York
$219K +$1.22K +21 +0.6%
NCFG
518
New Century Financial Group
New Jersey
$218K -$29.4K -506 -13%
PWA
519
Phoenix Wealth Advisors
North Carolina
$217K +$204K +3,501 New
MIM
520
Morningstar Investment Management
Illinois
$216K +$210K +3,612 New
PFG
521
PAX Financial Group
Texas
$215K +$202K +3,465 New
GT
522
Greenleaf Trust
Michigan
$214K +$201K +3,447 New
BPA
523
Beacon Pointe Advisors
California
$212K +$199K +3,413 New
GF
524
Gries Financial
Ohio
$209K +$196K +3,374 New
FCA
525
FinTrust Capital Advisors
South Carolina
$209K +$11.6K +200 +6%