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Name Holding Trade Value Shares
Change
Change in
Stake
CWG
401
Cornerstone Wealth Group
North Carolina
$226K +$213K +7,201 New
AWA
402
Arkadios Wealth Advisors
Georgia
$225K +$212K +7,173 New
SWA
403
Stratos Wealth Advisors
Ohio
$220K +$207K +7,006 New
UFPG
404
United Financial Planning Group
New York
$220K +$207K +6,995 New
LFAS
405
Level Four Advisory Services
Texas
$219K +$206K +6,972 New
ACS
406
Archford Capital Strategies
Illinois
$218K -$22.3K -755 -10%
SMA
407
Seven Mile Advisory
New Jersey
$217K +$205K +6,926 New
BBHC
408
Brown Brothers Harriman & Co
New York
$216K +$3.11K +105 +2%
CAM
409
Cresset Asset Management
Illinois
$215K +$203K +6,859 New
IWM
410
IHT Wealth Management
Illinois
$212K -$72.2K -2,440 -27%
PCS
411
Personal CFO Solutions
New Jersey
$211K +$199K +6,738 New
GCM
412
Genus Capital Management
British Columbia, Canada
$211K +$199K +6,720 New
GAM
413
Gotham Asset Management
New York
$211K +$199K +6,716 New
AIP
414
Avail Investment Partners
Pennsylvania
$210K +$198K +6,690 New
FRA
415
Frank Rimerman Advisors
California
$209K +$197K +6,659 New
HCP
416
Hexagon Capital Partners
Arkansas
$208K +$196K +6,625 New
PA
417
Pinnacle Associates
New York
$207K +$196K +6,612 New
CH
418
Cromwell Holdings
Wyoming
$207K
RA
419
Riversedge Advisors
Delaware
$206K +$194K +6,554 New
1WA
420
180 Wealth Advisors
Washington
$200K +$189K +6,383 New
VSQM
421
V-Square Quantitative Management
Illinois
$189K +$2.28K +77 +1%
Mitsubishi UFJ Asset Management
422
Mitsubishi UFJ Asset Management
Japan
$185K -$52.8K -1,786 -23%
EB
423
Eastern Bank
Massachusetts
$174K +$164K +5,537 New
HI
424
Harbour Investments
Wisconsin
$171K -$2.28K -77 -1%
LFG
425
Larson Financial Group
Missouri
$169K +$6.6K +223 +4%