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Name Holding Trade Value Shares
Change
Change in
Stake
WMA
701
Wealth Management Associates
New Jersey
$272K -$1.94K -50 -0.7%
SWM
702
SFG Wealth Management
Maryland
$269K +$277K +7,152 New
EIG
703
Ellenbecker Investment Group
Wisconsin
$269K
BTC
704
Bank & Trust Company
Illinois
$269K
BFG
705
Berger Financial Group
Minnesota
$268K +$277K +7,132 New
SWM
706
Segment Wealth Management
Texas
$268K +$20.6K +530 +8%
SCA
707
Snowden Capital Advisors
New York
$267K +$3.03K +78 +1%
CIA
708
ClearBridge Investments (Australia)
Australia
$267K -$31.7K -816 -10%
MW
709
Marcum Wealth
Ohio
$266K +$24.3K +627 +10%
CGL
710
Clarius Group LLC
Washington
$264K +$58.1K +1,498 +27%
IC
711
Iconiq Capital
California
$263K +$271K +6,979 New
IFG
712
Independent Financial Group
California
$262K -$16.5K -425 -6%
RCA
713
Resonant Capital Advisors
Wisconsin
$262K +$47.7K +1,229 +21%
GLA
714
Good Life Advisors
Pennsylvania
$261K -$15.8K -406 -6%
HIC
715
Hartline Investment Corp
Illinois
$259K -$5.43K -140 -2%
FIA
716
Foundations Investment Advisors
Arizona
$257K -$27.3K -703 -9%
VCA
717
Verdence Capital Advisors
Maryland
$256K -$56.3K -1,452 -18%
WIA
718
World Investment Advisors
California
$256K -$3.72K -96 -1%
FHC
719
First Heartland Consultants
Missouri
$256K -$4.96K -128 -2%
KIG
720
Kennedy Investment Group
New Jersey
$255K +$1.59K +41 +0.6%
MWM
721
Manske Wealth Management
Texas
$253K +$261K +6,726 New
TIA
722
Tiemann Investment Advisors
California
$253K
ASN
723
Advisory Services Network
Georgia
$253K -$9.62K -248 -4%
EP
724
Essential Planning
New Hampshire
$252K +$252K +6,500 New
OIA
725
OneDigital Investment Advisors
Kansas
$251K -$11.2K -289 -4%