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Name Holding Trade Value Shares
Change
Change in
Stake
WFI
901
West Family Investments
California
$284K
CWP
902
Cyndeo Wealth Partners
Florida
$282K +$398 +1 +0.1%
IAN
903
Integrated Advisors Network
Texas
$282K +$21.9K +55 +9%
AC
904
Avestar Capital
New York
$282K +$23.1K +58 +9%
WHC
905
Wulff, Hansen & Co
California
$280K
BTI
906
Blue Trust Inc
Georgia
$279K +$221K +555 +356%
CT
907
Caldwell Trust
Florida
$278K
FMLI
908
Fukoku Mutual Life Insurance
Japan
$277K -$15.9K -40 -6%
KWM
909
Kingsview Wealth Management
Oregon
$274K +$49.3K +124 +23%
SC
910
Saybrook Capital
North Carolina
$271K
FCA
911
FinTrust Capital Advisors
South Carolina
$269K +$2.39K +6 +0.9%
EFS
912
Essex Financial Services
Connecticut
$269K +$12.3K +31 +6%
BB
913
Busey Bank
Illinois
$269K -$4.38K -11 -2%
GIA
914
Guyasuta Investment Advisors
Pennsylvania
$268K
AP
915
Adero Partners
California
$268K +$253K +636 New
AWM
916
Accurate Wealth Management
Florida
$266K -$25.9K -65 -10%
HR
917
Howe & Rusling
New York
$264K -$32.2K -81 -11%
EE
918
EWG Elevate
California
$262K
BHIA
919
Birch Hill Investment Advisors
Massachusetts
$261K -$31.8K -80 -11%
GLA
920
Great Lakes Advisors
Illinois
$261K -$22.3K -56 -8%
TLCM
921
Twin Lakes Capital Management
California
$261K
DF
922
Dunhill Financial
United Kingdom
$260K +$241K +607 +5,518%
LHC
923
Little House Capital
Massachusetts
$259K
CAG
924
Crestwood Advisors Group
Massachusetts
$259K +$245K +616 New
FFM
925
Forum Financial Management
Illinois
$259K +$398 +1 +0.2%