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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
701
EverSource Wealth Advisors
Alabama
$234K -$211K -11,994 -49%
HR
702
Howe & Rusling
New York
$233K +$215K +12,186 New
CS
703
Cannell & Spears
New York
$233K +$423 +24 +0.2%
HCM
704
Howard Capital Management
Georgia
$232K +$214K +12,166 New
HBT
705
Heartland Bank & Trust
Illinois
$231K -$2.96K -168 -1%
VFA
706
Valeo Financial Advisors
Indiana
$230K +$212K +12,016 New
WS
707
Wedbush Securities
California
$226K -$30.3K -1,722 -13%
BPA
708
Beacon Pointe Advisors
California
$225K +$208K +11,794 New
CWG
709
Cornerstone Wealth Group
North Carolina
$225K +$17.1K +972 +9%
AFG
710
Atomi Financial Group
New York
$225K +$19K +1,077 +10%
TC
711
TownSquare Capital
Utah
$223K +$205K +11,651 New
MIC
712
Meridian Investment Counsel
California
$222K -$24.7K -1,400 -11%
BM
713
Berman McAleer
Maryland
$221K +$705 +40 +0.3%
SN
714
Sittner & Nelson
Oregon
$220K
NFG
715
Nations Financial Group
Iowa
$219K +$2.33K +132 +1%
IA
716
Inspire Advisors
Idaho
$217K +$200K +11,374 New
BJL
717
Brighton Jones LLC
Washington
$215K -$109K -6,165 -35%
MA
718
Mutual Advisors
Nebraska
$214K +$3.7K +210 +2%
OPWM
719
Oxinas Partners Wealth Management
Indiana
$213K -$92.5K -5,250 -32%
MAM
720
Mystic Asset Management
Rhode Island
$211K +$195K +11,055 New
FT
721
Fiduciary Trust
Massachusetts
$209K +$193K +10,938 New
FFN
722
Focus Financial Network
Minnesota
$207K -$16.7K -947 -8%
LAM
723
L2 Asset Management
Massachusetts
$207K +$10.8K +611 +6%
CCA
724
Childress Capital Advisors
Texas
$206K +$190K +10,805 New
VW
725
Vance Wealth
California
$204K +$10.1K +575 +6%