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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
651
JFS Wealth Advisors
Pennsylvania
$212K +$4.27K +28 +2%
PAM
652
Peak Asset Management
Colorado
$209K +$202K +1,325 New
IFWM
653
Institute for Wealth Management
Colorado
$207K +$199K +1,306 New
GWM
654
Geneos Wealth Management
Colorado
$206K – – –
TH
655
TCTC Holdings
Texas
$205K -$61K -400 -24%
TA
656
Trellis Advisors
Washington
$201K +$194K +1,276 New
LSAG
657
Lake Street Advisors Group
New Hampshire
$200K +$193K +1,269 New
NSIM
658
North Star Investment Management
Illinois
$199K – – –
SFM
659
Signet Financial Management
New Jersey
$193K +$187K +1,224 New
AF
660
Advisornet Financial
Minnesota
$174K +$168K +1,101 New
SWM
661
SeaCrest Wealth Management
New York
$170K +$164K +1,078 New
SWP
662
Stratos Wealth Partners
Ohio
$162K +$157K +1,030 New
LFA
663
Legacy Financial Advisors
Kentucky
$161K +$156K +1,024 New
CAPTRUST Financial Advisors
664
CAPTRUST Financial Advisors
North Carolina
$158K +$152K +999 New
IUHSA
665
Itau Unibanco Holding S.A.
Brazil
$151K -$59.3K -389 -29%
FPFS
666
First Personal Financial Services
North Carolina
$151K +$11.3K +74 +8%
AIM
667
ARK Investment Management
Florida
$146K -$1.91M -12,505 -93%
PFA
668
Pathway Financial Advisors
Vermont
$137K +$132K +869 New
AAP
669
Arax Advisory Partners
Colorado
$129K – – –
HFM
670
Harvest Fund Management
China
$129K – – –
AF
671
Arrow Financial
New York
$128K – – –
SIAS
672
Shine Investment Advisory Services
Colorado
$127K -$3.05K -20 -2%
PGWM
673
Parisi Gray Wealth Management
New Jersey
$127K +$122K +799 New
ABA
674
American Beacon Advisors
Texas
$125K – – –
MCM
675
MV Capital Management
Maryland
$124K -$2.9K -19 -2%