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Name Holding Trade Value Shares
Change
Change in
Stake
OFP
501
OLIO Financial Planning
Virginia
$308K
NL
502
NWAM LLC
Washington
$306K +$75.8K +542 +35%
VI
503
Vestcor Inc
New Brunswick, Canada
$305K
AC
504
AXQ Capital
New Jersey
$300K -$369K -2,643 -56%
PRI
505
Prepared Retirement Institute
Pennsylvania
$300K +$287K +2,055 New
TW
506
TrinityPoint Wealth
Connecticut
$299K
MOS
507
MGO One Seven
Ohio
$296K +$284K +2,031 New
VFPW
508
Vantage Financial Partners (Wisconsin)
Wisconsin
$295K +$839 +6 +0.3%
RWI
509
Red Wave Investments
Pennsylvania
$292K
GC
510
Globeflex Capital
California
$292K +$280K +2,000 New
TL
511
Tradewinds LLC
North Carolina
$292K +$280K +2,000 New
UCFA
512
United Capital Financial Advisors
Texas
$290K +$12.4K +89 +5%
FBT
513
First Bankers Trust
Kentucky
$287K
NWWA
514
New Wave Wealth Advisors
Arkansas
$285K +$273K +1,955 New
TCA
515
Transcend Capital Advisors
New Jersey
$283K -$33.7K -241 -11%
WG
516
Winton Group
United Kingdom
$282K -$4.01M -28,715 -94%
AIM
517
Alhambra Investment Management
Florida
$277K
FFN
518
Focus Financial Network
Minnesota
$277K +$559 +4 +0.2%
OMC
519
Old Mission Capital
Illinois
$271K +$259K +1,856 New
Vontobel Holding
520
Vontobel Holding
Switzerland
$267K +$256K +1,829 New
DFCM
521
Dark Forest Capital Management
Puerto Rico
$265K +$5.73K +41 +2%
CGH
522
Crossmark Global Holdings
Texas
$260K -$11.6K -83 -4%
BP
523
Ballentine Partners
Massachusetts
$257K +$16.8K +120 +7%
TC
524
Truvestments Capital
Florida
$257K +$28.1K +201 +13%
KFS
525
Kaizen Financial Strategies
California
$255K +$245K +1,750 New