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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1101
WealthSource Partners
California
$244K -$23.9K -1,888 -10%
GG
1102
Gleason Group
Kentucky
$243K +$2.1K +166 +1%
IWN
1103
Independent Wealth Network
Iowa
$243K +$1.35K +107 +0.7%
SPAS
1104
Spectrum Planning & Advisory Services
California
$242K +$316 +25 +0.2%
CAI
1105
Capital Advisors Inc
Oklahoma
$242K +$202K +15,981 New
JFG
1106
Jefferies Financial Group
New York
$241K -$666K -52,614 -77%
AC
1107
Aldebaran Capital
Indiana
$241K – – –
Empower Advisory Group
1108
Empower Advisory Group
Colorado
$240K -$123K -9,717 -38%
LSA
1109
Lion Street Advisors
Texas
$240K +$178K +14,060 New
SWM
1110
Selective Wealth Management
Virginia
$239K +$201K +15,891 New
GM
1111
GeoWealth Management
Illinois
$238K +$3.97K +314 +2%
LIA
1112
LBMC Investment Advisors
Tennessee
$238K -$30.6K -2,422 -13%
FUBT
1113
First United Bank & Trust
Maryland
$237K -$2.53K -200 -1%
GWM
1114
Graybill Wealth Management
Illinois
$236K – – –
KTC
1115
Kistler-Tiffany Companies
Pennsylvania
$236K +$95.5K +7,549 +94%
MPI
1116
Mairs & Power Inc
Minnesota
$236K – – –
WP
1117
Wedgewood Partners
Missouri
$236K – – –
PWMAG
1118
Pinnacle Wealth Management Advisory Group
New Jersey
$236K +$39.2K +3,101 +25%
BFA
1119
Beacon Financial Advisory
Ohio
$236K +$746 +59 +0.4%
C
1120
CEDRUS
Colorado
$235K +$13.3K +1,048 +7%
FFS
1121
Founders Financial Securities
Maryland
$235K +$772 +61 +0.4%
CW
1122
CIC Wealth
Maryland
$234K +$16.1K +1,272 +9%
AAIS
1123
ABN AMRO Investment Solutions
$234K – – –
JWM
1124
Jessup Wealth Management
Ohio
$234K -$41.9K -3,310 -18%
SC
1125
Stephens Consulting
Michigan
$234K – – –