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Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
826
Focus Partners Advisor Solutions
Missouri
$607K +$538K +11,384 New
BWM
827
BankPlus Wealth Management
Mississippi
$603K +$18.7K +396 +3%
EAM
828
Erste Asset Management
Austria
$601K -$6.02M -127,322 -91%
TIA
829
Tandem Investment Advisors
South Carolina
$601K +$3.31K +70 +0.6%
AB
830
Atlas Brown
Kentucky
$599K +$709 +15 +0.1%
LWM
831
LongView Wealth Management
Georgia
$598K +$2.5K +53 +0.4%
MWM
832
Mission Wealth Management
California
$597K +$2.5K +53 +0.4%
SA
833
Sovran Advisors
California
$595K -$185K -3,914 -21%
BIG
834
Brooklyn Investment Group
New York
$591K +$2.79K +59 +0.4%
Two Sigma Investments
835
Two Sigma Investments
New York
$588K -$1.24M -26,161 -69%
SSWG
836
Seven Springs Wealth Group
Tennessee
$588K
CPA
837
Capital Planning Advisors
California
$584K +$8.79K +186 +2%
EWM
838
Empirical Wealth Management
Washington
$584K +$563K +11,916 New
DFCM
839
Dark Forest Capital Management
Puerto Rico
$579K +$69K +1,460 +14%
FM
840
Freemont Management
Switzerland
$579K -$1.8M -38,200 -76%
JSW
841
Journey Strategic Wealth
New Jersey
$575K +$46.9K +992 +9%
PK
842
Pflug Koory
Nebraska
$573K -$10.5K -222 -2%
IA
843
IFP Advisors
Florida
$572K +$216K +4,576 +65%
SFG
844
SNS Financial Group
Minnesota
$572K +$567 +12 +0.1%
MT
845
Midwest Trust
Kansas
$563K -$38.6K -816 -7%
IFG
846
Independent Financial Group
California
$561K -$110K -2,334 -17%
PPWP
847
Premier Path Wealth Partners
New Jersey
$559K +$28K +593 +5%
Group One Trading
848
Group One Trading
Illinois
$559K -$1.34M -28,358 -71%
HP
849
Haven Private
Florida
$558K -$4.49K -95 -0.8%
GSEP
850
Golden State Equity Partners
California
$558K +$537K +11,376 New