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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1001
TRUE Private Wealth Advisors
Oregon
$264K +$2.58K +32 +1%
BWA
1002
Basecamp Wealth Advisors
Washington
$263K +$2.26K +28 +0.9%
AC
1003
Avestar Capital
New York
$263K -$484 -6 -0.2%
BFS
1004
Bradley Foster & Sargent
Connecticut
$261K +$806 +10 +0.3%
SFC
1005
SYM Financial Corp
Indiana
$259K +$247K +3,064 New
PRTG
1006
Post Resch Tallon Group
New York
$259K – – –
SOS
1007
Silver Oak Securities
Tennessee
$256K +$244K +3,023 New
WI
1008
WBI Investments
New Jersey
$255K +$243K +3,017 New
NSIM
1009
North Star Investment Management
Illinois
$255K +$81 +1 +0%
EI
1010
Ellevest Inc
New York
$255K +$1.37K +17 +0.6%
CIC
1011
Carnegie Investment Counsel
Ohio
$254K -$98.1K -1,216 -29%
AAP
1012
Aristotle Atlantic Partners
Florida
$254K – – –
CCWM
1013
Cassaday & Co Wealth Management
Virginia
$253K +$1.37K +17 +0.6%
BC
1014
Bayforest Capital
United Kingdom
$253K +$74.8K +928 +45%
IRP
1015
Investment Research Partners
Pennsylvania
$253K +$241K +2,987 New
TNBTD
1016
Trustmark National Bank Trust Department
Mississippi
$252K +$1.05K +13 +0.4%
ES
1017
Eagle Strategies
New York
$251K +$1.77K +22 +0.7%
ETC
1018
Exchange Traded Concepts
Oklahoma
$251K -$14.8M -183,447 -98%
KWA
1019
Kingswood Wealth Advisors
California
$250K -$2.34K -29 -1%
AWM
1020
Angeles Wealth Management
California
$249K +$237K +2,941 New
JSL
1021
JT Stratford LLC
Georgia
$249K -$242 -3 -0.1%
CSB
1022
City State Bank
Iowa
$249K – – –
1832 Asset Management
1023
1832 Asset Management
Ontario, Canada
$248K – – –
CIA
1024
Capital Investment Advisors
Georgia
$245K +$233K +2,891 New
NGA
1025
Naples Global Advisors
Florida
$244K – – –