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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1101
Heritage Wealth Advisors
Virginia
$193K +$84.6K +1,440 +79%
PWM
1102
Prentice Wealth Management
New York
$192K +$823 +14 +0.4%
GWSG
1103
GPS Wealth Strategies Group
Colorado
$191K +$8.11K +138 +4%
MA
1104
Montag & Associates
Georgia
$189K – – –
LC
1105
Lindbrook Capital
California
$170K +$3.76K +64 +2%
SWA
1106
SOA Wealth Advisors
New York
$165K -$27.9K -475 -15%
FMII
1107
Farmers & Merchants Investments Inc
Nebraska
$165K -$11.8K -200 -7%
IFAM
1108
Institutional & Family Asset Management
Colorado
$162K -$59 -1 -0%
PCG
1109
Private Capital Group
Connecticut
$162K +$5.17K +88 +3%
EWA
1110
Evolution Wealth Advisors
Florida
$160K – – –
FPB
1111
First PREMIER Bank
South Dakota
$160K +$118K +2,000 +286%
GWMIA
1112
Global Wealth Management Investment Advisory
Florida
$159K +$6.17K +105 +4%
PMFA
1113
Plante Moran Financial Advisors
Michigan
$158K +$44.8K +763 +40%
Bank Julius Baer & Co
1114
Bank Julius Baer & Co
Switzerland
$156K -$2.06K -35 -1%
AA
1115
AlphaCentric Advisors
Puerto Rico
$156K +$154K +2,628 New
MA
1116
Modus Advisors
Minnesota
$154K +$153K +2,603 New
CIA
1117
Cascade Investment Advisors
Oregon
$154K – – –
RBC
1118
Roble Belko & Company
Pennsylvania
$148K – – –
BWA
1119
BDO Wealth Advisors
Florida
$148K +$1.35K +23 +0.9%
FP
1120
Financial Perspectives
Minnesota
$139K – – –
IR
1121
IAT Reinsurance
New York
$138K – – –
CWC
1122
Carolinas Wealth Consulting
North Carolina
$136K -$18.5K -315 -12%
MA
1123
MCF Advisors
Kentucky
$136K +$49K +833 +57%
AIL
1124
AGF Investments LLC
Ontario, Canada
$131K -$463K -7,877 -78%
PWMG
1125
Prestige Wealth Management Group
New Jersey
$126K – – –