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Name Holding Trade Value Shares
Change
Change in
Stake
FSA
601
Fort Sheridan Advisors
Illinois
$808K
CPWA
602
Cerro Pacific Wealth Advisors
California
$805K +$88.9K +6,591 +13%
Koshinski Asset Management
603
Koshinski Asset Management
Illinois
$803K -$34.3K -2,542 -4%
CWM
604
Cornerstone Wealth Management
Missouri
$801K -$112K -8,321 -13%
FRA
605
Frank Rimerman Advisors
California
$799K +$12.1K +899 +2%
Blackstone Inc
606
Blackstone Inc
New York
$799K +$775K +57,470 New
SB
607
SIG Brokerage
New York
$792K +$768K +56,958 New
BCG
608
Breakwater Capital Group
New Jersey
$787K +$12K +886 +2%
MCM
609
Mainstay Capital Management
Michigan
$780K -$30K -2,224 -4%
TPA
610
Trivium Point Advisory
Connecticut
$779K -$41K -3,040 -5%
GCP
611
GSA Capital Partners
United Kingdom
$777K -$2.25M -166,445 -75%
PIM
612
Plato Investment Management
Australia
$775K -$2.57M -190,302 -77%
RIA
613
Regal Investment Advisors
Michigan
$774K -$4.51K -334 -0.6%
MA
614
MONECO Advisors
Connecticut
$772K +$14.6K +1,079 +2%
SEIA
615
Signature Estate & Investment Advisors
California
$771K -$15.4K -1,141 -2%
LFG
616
Larson Financial Group
Missouri
$766K -$13K -960 -2%
LFAS
617
Level Four Advisory Services
Texas
$759K -$130K -9,611 -15%
FWM
618
Foguth Wealth Management
Michigan
$757K -$29.1K -2,155 -4%
CWS
619
Cypress Wealth Services
California
$754K +$1.43K +106 +0.2%
CFFP
620
Center for Financial Planning
Michigan
$749K -$12.9K -959 -2%
SWM
621
Silverlake Wealth Management
Vermont
$746K -$12.1K -896 -2%
VIP
622
Vista Investment Partners
Oklahoma
$744K +$27.3K +2,024 +4%
WAAG
623
Wealth Alliance Advisory Group
Kansas
$742K +$715 +53 +0.1%
AB
624
ANB Bank
Colorado
$742K -$39.8K -2,951 -5%
CG
625
Caprock Group
Idaho
$740K +$27.2K +2,015 +4%