Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
1151
Level Four Advisory Services
Texas
$244K +$312 +1 +0.1%
IBOK
1152
Independence Bank of Kentucky
Kentucky
$244K +$625 +2 +0.2%
PPWM
1153
PFG Private Wealth Management
Florida
$243K +$7.81K +25 +3%
IAIM
1154
International Assets Investment Management
Florida
$243K +$10.9K +35 +4%
GFP
1155
Gryphon Financial Partners
Ohio
$242K +$13.4K +43 +5%
MSAM
1156
Moloney Securities Asset Management
Missouri
$241K -$316K -1,012 -55%
SFS
1157
Stiles Financial Services
Minnesota
$241K +$312 +1 +0.1%
MFG
1158
Monte Financial Group
Connecticut
$241K +$261K +837 New
AFP
1159
Ausdal Financial Partners
Iowa
$240K – – –
MHS
1160
M Holdings Securities
Oregon
$240K +$10.6K +34 +4%
MWM
1161
Modera Wealth Management
New Jersey
$239K -$7.81K -25 -3%
SIM
1162
SSI Investment Management
California
$237K – – –
SMA
1163
Sage Mountain Advisors
Georgia
$237K +$60K +192 +30%
FIA
1164
Foundations Investment Advisors
Arizona
$237K +$270K +864 New
OFG
1165
Oxford Financial Group
Indiana
$235K +$15.3K +49 +6%
NIM
1166
NuWave Investment Management
New Jersey
$234K +$254K +813 New
CAM
1167
Cozad Asset Management
Illinois
$233K – – –
WDA
1168
Wendell David Associates
New Hampshire
$233K +$7.81K +25 +3%
AC
1169
ASB Consultores
Florida
$230K -$166K -530 -40%
FCCM
1170
First City Capital Management
Georgia
$230K – – –
BBW
1171
Blue Barn Wealth
Utah
$230K +$8.12K +26 +3%
AFT
1172
Alpha Family Trust
California
$229K +$248K +795 New
PWM
1173
Prentice Wealth Management
New York
$229K +$249K +797 New
WC
1174
Woodstock Corp
Massachusetts
$228K – – –
CAM
1175
Concorde Asset Management
Michigan
$228K +$1.25K +4 +0.5%