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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
676
Level Four Advisory Services
Texas
$272K -$117K -3,100 -30%
SFA
677
Souders Financial Advisors
Ohio
$270K -$9.86K -262 -4%
WWM
678
Western Wealth Management
Colorado
$270K +$265K +7,030 New
CIA
679
Capital Investment Advisors
Georgia
$269K +$39.1K +1,038 +17%
YMRC
680
Yorktown Management & Research Company
Virginia
$268K
LFA
681
Legacy Financial Advisors
Kentucky
$267K +$43K +1,142 +20%
CT
682
Chicago Trust
Illinois
$267K +$263K +6,975 New
KA
683
Kovack Advisors
Florida
$265K -$70.4K -1,871 -21%
DWT
684
Dorsey & Whitney Trust
South Dakota
$265K -$16.7K -444 -6%
FEM
685
Fulcrum Equity Management
Texas
$264K +$19.6K +520 +8%
GH
686
GAM Holding
Switzerland
$260K -$63.2K -1,679 -20%
EARNEST Partners
687
EARNEST Partners
Georgia
$260K -$3.76K -100 -1%
GW
688
GW & Wade
Massachusetts
$256K +$16.7K +444 +7%
CA
689
Clearstead Advisors
Ohio
$255K +$979 +26 +0.4%
CG
690
Caprock Group
Idaho
$254K +$250K +6,634 New
AF
691
Advisornet Financial
Minnesota
$252K
OPS
692
Orion Portfolio Solutions
Nebraska
$252K +$247K +6,569 New
VFA
693
Valeo Financial Advisors
Indiana
$250K +$49.8K +1,322 +25%
WW
694
Westshore Wealth
California
$247K
AIP
695
Almanack Investment Partners
Pennsylvania
$246K -$22.1K -586 -8%
FNT
696
First National Trust
Pennsylvania
$246K -$13.4K -356 -5%
EAM
697
Evanson Asset Management
California
$246K
FWP
698
FAS Wealth Partners
Kansas
$245K
EI
699
Ellevest Inc
New York
$245K +$43.1K +1,146 +22%
ST
700
Sageworth Trust
Pennsylvania
$244K +$240K +6,378 New