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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
701
Institute for Wealth Management
Colorado
$488K -$19.5K -324 -4%
GLA
702
Good Life Advisors
Pennsylvania
$487K +$475K +7,897 New
CA
703
Crumly & Associates
Illinois
$486K -$186K -3,090 -28%
QPWM
704
Quadrant Private Wealth Management
Pennsylvania
$484K
NB
705
NBT Bank
New York
$482K
BIC
706
Beach Investment Counsel
Pennsylvania
$481K -$3.01K -50 -0.6%
VDI
707
Vaughan David Investments
Illinois
$481K
WDC
708
Woodward Diversified Capital
California
$476K +$55K +914 +13%
DCM
709
Dupont Capital Management
Delaware
$474K -$2.1M -34,877 -82%
GCP
710
GSA Capital Partners
United Kingdom
$473K -$582K -9,674 -56%
AAS
711
Avantax Advisory Services
Texas
$467K +$73.1K +1,214 +19%
UIA
712
UBP Investment Advisors
Switzerland
$460K -$166K -2,764 -27%
EP
713
Edgestream Partners
New Jersey
$458K +$232K +3,846 +108%
TAM
714
Trust Asset Management
Texas
$454K +$28.7K +476 +7%
DMBA
715
Deseret Mutual Benefit Administrators
Utah
$448K -$156K -2,589 -26%
SVWAG
716
Sound View Wealth Advisors Group
Georgia
$448K +$421 +7 +0.1%
DA
717
Detalus Advisors
Missouri
$441K -$175K -2,900 -29%
GWM
718
Geneos Wealth Management
Colorado
$441K -$1.39K -23 -0.3%
YIH
719
Y-Intercept (HK)
Hong Kong
$441K +$430K +7,147 New
ESB
720
Essex Savings Bank
Connecticut
$438K -$53.5K -888 -11%
AC
721
Avestar Capital
New York
$436K +$118K +1,965 +39%
SXL
722
Summit X LLC
Missouri
$433K -$14.4K -240 -3%
PA
723
Parallel Advisors
California
$431K +$54.3K +902 +15%
GIA
724
Gateway Investment Advisers
Ohio
$428K -$3.49K -58 -0.8%
PGIM
725
Pacific Global Investment Management
California
$426K -$4.27K -71 -1%