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Name Holding Trade Value Shares
Change
Change in
Stake
IF
1326
Intrua Financial
Texas
$315K -$62.3K -3,008 -18%
VHAM
1327
Van Hulzen Asset Management
California
$315K +$14.5K +700 +5%
AWM
1328
Activest Wealth Management
Florida
$315K +$167K +8,081 +136%
BWA
1329
Bordeaux Wealth Advisors
California
$314K +$11.3K +543 +4%
RCS
1330
Retirement Capital Strategies
California
$313K – – –
HCM
1331
Hollencrest Capital Management
California
$313K – – –
SCM
1332
SCS Capital Management
Massachusetts
$312K -$4.79K -231 -2%
PFBT
1333
Parkside Financial Bank & Trust
Missouri
$312K +$19.2K +928 +7%
WPW
1334
Waldron Private Wealth
Pennsylvania
$312K -$63.1K -3,045 -18%
PTP
1335
Platform Technology Partners
New York
$312K +$86.8K +4,188 +43%
CL
1336
CLG LLC
California
$311K – – –
WG
1337
Welch Group
Alabama
$310K -$3.11K -150 -1%
WWC
1338
Waypoint Wealth Counsel
Georgia
$310K +$287K +13,844 New
JTWM
1339
Jackson Thornton Wealth Management
Alabama
$310K +$272K +13,141 New
CGL
1340
Clarius Group LLC
Washington
$310K -$169K -8,173 -37%
EWA
1341
Evolution Wealth Advisors
Florida
$310K +$12.5K +605 +5%
DTC
1342
Davidson Trust Company
Washington
$309K -$8.25K -398 -3%
APP
1343
Avantax Planning Partners
Iowa
$309K -$85.8K -4,139 -23%
WBG
1344
Wharton Business Group
Pennsylvania
$308K – – –
GI
1345
GAMCO Investors
Connecticut
$308K +$31.2K +1,508 +12%
FSC
1346
Full Sail Capital
Oklahoma
$308K +$284K +13,729 New
ICM
1347
IMS Capital Management
Oregon
$307K -$705 -34 -0.2%
MWM
1348
Mindset Wealth Management
Indiana
$306K -$14.6K -705 -5%
OE
1349
October Effect
Virginia
$305K +$282K +13,600 New
PAS
1350
PKS Advisory Services
New York
$304K -$5.08K -245 -2%