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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
551
Western Wealth Management
Colorado
$331K +$121K +2,233 +58%
CAG
552
Csenge Advisory Group
Florida
$331K +$330K +6,080 New
CW
553
CreativeOne Wealth
Kansas
$330K +$1.09K +20 +0.3%
MWM
554
Meridian Wealth Management
Kentucky
$329K – – –
WSC
555
Wellington Shields & Co
New York
$328K +$43.5K +800 +15%
PFO
556
Pathstone Family Office
New Jersey
$327K -$6.14K -113 -2%
ACI
557
Alpha Cubed Investments
California
$326K +$325K +5,981 New
GG
558
Gofen & Glossberg
Illinois
$325K -$61.1K -1,124 -16%
APP
559
Avantax Planning Partners
Iowa
$325K -$5.05K -93 -2%
ANRIA
560
American National Registered Investment Advisor
Texas
$325K – – –
SG
561
Stonnington Group
California
$325K +$43.5K +800 +17%
PCA
562
Personal Capital Advisors
California
$324K -$25.7K -474 -7%
CA
563
Calton & Associates
Florida
$323K -$9.07K -167 -3%
ETS
564
ESL Trust Services
New York
$323K – – –
VVP
565
Venture Visionary Partners
Ohio
$321K +$26.7K +492 +9%
MWM
566
Mission Wealth Management
California
$320K -$27.8K -512 -8%
HI
567
Hendershot Investments
Virginia
$319K – – –
KOC
568
Koss-Olinger Consulting
Florida
$318K +$10.5K +193 +3%
FWP
569
FAS Wealth Partners
Kansas
$317K +$2.88K +53 +0.9%
QT
570
Quantamental Technologies
New York
$313K +$312K +5,748 New
Two Sigma Investments
571
Two Sigma Investments
New York
$312K -$83.2M -1,532,409 -100%
DAS
572
Dynamic Advisor Solutions
Arizona
$311K -$217 -4 -0.1%
MIS
573
Morningstar Investment Services
Illinois
$310K +$18.3K +337 +6%
FPB
574
First PREMIER Bank
South Dakota
$309K +$27.9K +514 +10%
CC
575
Courier Capital
New York
$308K -$40.2K -740 -12%