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Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
1101
ICA Group Wealth Management
Colorado
$284K -$5.31K -17 -2%
IFWM
1102
Institute for Wealth Management
Colorado
$283K – – –
PA
1103
Procyon Advisors
Connecticut
$283K +$22.5K +72 +8%
Pacer Advisors
1104
Pacer Advisors
Pennsylvania
$282K -$8.88M -28,422 -97%
GA
1105
Geller Advisors
New York
$282K +$312 +1 +0.1%
NB
1106
Nicolet Bankshares
Wisconsin
$281K +$3.12K +10 +1%
WI
1107
WrapManager Inc
California
$280K -$1.87K -6 -0.6%
LA
1108
Latitude Advisors
Florida
$279K -$574K -1,836 -65%
FG
1109
Fiduciary Group
Georgia
$279K +$11.6K +37 +4%
AP
1110
Atwood & Palmer
Missouri
$277K +$13.1K +42 +5%
LW
1111
Linscomb Wealth
Texas
$272K -$12.5K -40 -4%
MSS
1112
Mitchell Sinkler & Starr
Pennsylvania
$271K – – –
APA
1113
Astoria Portfolio Advisors
New York
$271K +$81.5K +261 +38%
FHB
1114
First Hawaiian Bank
Hawaii
$270K -$14.4K -46 -5%
CIA
1115
Capital Investment Advisors
Georgia
$270K +$12.8K +41 +5%
AC
1116
Avestar Capital
New York
$269K +$58.4K +187 +25%
LC
1117
Landaas & Company
Wisconsin
$267K – – –
NFG
1118
Nations Financial Group
Iowa
$267K – – –
OWP
1119
Obermeyer Wealth Partners
Colorado
$267K – – –
HI
1120
Harbour Investments
Wisconsin
$266K +$289K +926 New
CCG
1121
Cypress Capital Group
Florida
$264K -$440K -1,409 -61%
LFA
1122
Legacy Financial Advisors
Kentucky
$264K +$17.8K +57 +7%
MIA
1123
MainStreet Investment Advisors
Illinois
$263K -$1.25K -4 -0.4%
AF
1124
Allworth Financial
California
$263K +$34.7K +111 +14%
QFA
1125
Quantum Financial Advisors
California
$262K +$264K +846 New