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Name Holding Trade Value Shares
Change
Change in
Stake
WDG
676
Wealth Dimensions Group
Ohio
$237K -$8.49K -20 -3%
NFG
677
Next Financial Group
Texas
$236K +$4.25K +10 +2%
PFPT
678
Pinnacle Financial Partners (Tennessee)
Tennessee
$235K
KWA
679
KCS Wealth Advisory
California
$234K -$2.12K -5 -0.8%
EFM
680
E Fund Management
China
$234K +$255K +600 New
CC
681
Centiva Capital
New York
$233K -$782K -1,843 -75%
BFS
682
Bard Financial Services
Connecticut
$233K
SS
683
Simplicity Solutions
Minnesota
$233K +$57.3K +135 +29%
LIA
684
LBMC Investment Advisors
Tennessee
$233K +$222K +524 +87%
FIM
685
Freedom Investment Management
Connecticut
$232K -$233K -548 -48%
TSS
686
Two Sigma Securities
New York
$232K +$253K +597 New
HPWM
687
Highland Private Wealth Management
Washington
$231K -$58.6K -138 -19%
OPS
688
Orion Portfolio Solutions
Nebraska
$230K +$11.5K +27 +5%
PFG
689
PAX Financial Group
Texas
$229K -$1.27K -3 -0.5%
TCA
690
Transcend Capital Advisors
New Jersey
$229K +$208K +491 New
BBA
691
BLB&B Advisors
Pennsylvania
$226K
CSIA
692
Charles Schwab Investment Advisory
California
$224K
RIA
693
Realta Investment Advisors
Delaware
$221K
SWP
694
Stratos Wealth Partners
Ohio
$219K -$8.06K -19 -3%
HCP
695
Hexagon Capital Partners
Arkansas
$218K -$7.22K -17 -3%
AFP
696
Ausdal Financial Partners
Iowa
$216K -$94.7K -223 -29%
EWA
697
Exencial Wealth Advisors
Oklahoma
$216K +$2.97K +7 +1%
UCMOK
698
United Capital Management of KS
Kansas
$216K +$235K +554 New
MA
699
MANA Advisors
New York
$216K +$236K +555 New
ADL
700
Asset Dedication LLC
California
$213K -$22.5K -53 -9%