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Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
751
GPS Wealth Strategies Group
Colorado
$350K +$33.2K +87 +11%
UM
752
UniSuper Management
Australia
$347K
FCH
753
Freestone Capital Holdings
Washington
$345K -$64.6K -169 -16%
KWA
754
Kingswood Wealth Advisors
California
$345K +$61.1K +160 +22%
CF
755
Centaurus Financial
California
$339K +$9.93K +26 +3%
AR
756
Advisory Research
Illinois
$338K +$335K +876 New
TIM
757
Tevis Investment Management
Texas
$337K +$1.15K +3 +0.3%
SS
758
Sunbelt Securities
Texas
$333K +$40.1K +105 +14%
FIA
759
Foundations Investment Advisors
Arizona
$329K -$1.15K -3 -0.4%
PWM
760
Perigon Wealth Management
California
$327K +$324K +847 New
WDG
761
Wealth Dimensions Group
Ohio
$326K +$105K +275 +48%
CCA
762
Checchi Capital Advisers
California
$325K -$3.82K -10 -1%
WIA
763
World Investment Advisors
California
$322K
ACA
764
Aptus Capital Advisors
Alabama
$321K +$107K +281 +51%
VAFP
765
Vahanian & Associates Financial Planning
New York
$321K -$96.3K -252 -23%
PFS
766
Prospera Financial Services
Texas
$320K +$38.6K +101 +14%
GFP
767
Gryphon Financial Partners
Ohio
$319K +$764 +2 +0.2%
CA
768
Clearstead Advisors
Ohio
$319K -$5.73K -15 -2%
HCS
769
Himension Capital (Singapore)
Singapore
$319K +$316K +826 New
WPW
770
Waldron Private Wealth
Pennsylvania
$319K +$9.17K +24 +3%
NP
771
NorthRock Partners
Minnesota
$318K +$104K +272 +49%
SMA
772
Sage Mountain Advisors
Georgia
$312K +$9.93K +26 +3%
VWM
773
Vigilare Wealth Management
Arizona
$309K -$15.3K -40 -5%
AIM
774
Arcadia Investment Management
Michigan
$308K
FFL
775
Future Fund LLC
Illinois
$305K -$21.8K -57 -7%