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Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1101
G2 Capital Management
Ohio
$748K +$491 +3 +0.1%
EWA
1102
EverSource Wealth Advisors
Alabama
$748K +$114K +700 +18%
SCA
1103
Snowden Capital Advisors
New York
$744K +$20.8K +127 +3%
AIA
1104
AIMZ Investment Advisors
California
$743K -$8.18K -50 -1%
BFA
1105
Brendel Financial Advisors
New Hampshire
$743K -$327 -2 -0%
SB
1106
Strategic Blueprint
Georgia
$742K +$4.25K +26 +0.6%
AB
1107
Atlas Brown
Kentucky
$739K -$23.2K -142 -3%
VA
1108
Valmark Advisers
Ohio
$738K +$164 +1 +0%
CI
1109
CX Institutional
Indiana
$735K -$33.7K -206 -4%
FZCM
1110
Flynn Zito Capital Management
New York
$733K -$13.2K -81 -2%
WG
1111
Wealth Group
North Carolina
$731K +$747K +4,569 New
1C
1112
111 Capital
France
$728K +$744K +4,549 New
PWMAG
1113
Pinnacle Wealth Management Advisory Group
New Jersey
$728K +$178K +1,087 +31%
CST
1114
Charles Schwab Trust
Nevada
$728K +$114K +700 +18%
STS
1115
SG Trading Solutions
Utah
$726K +$741K +4,533 New
HBT
1116
Heartland Bank & Trust
Illinois
$722K -$13.6K -83 -2%
MFA
1117
Mayflower Financial Advisors
Massachusetts
$722K -$64.6K -395 -8%
IA
1118
Inspire Advisors
Idaho
$720K -$54.8K -335 -7%
IA
1119
IFG Advisory
Georgia
$720K -$36.1K -221 -5%
SAM
1120
Simplify Asset Management
Nevada
$718K +$307K +1,875 +72%
SG
1121
StoneX Group
New York
$717K -$21.7K -133 -3%
NPFS
1122
Novak & Powell Financial Services
Florida
$716K +$1.8K +11 +0.2%
OA
1123
Operose Advisors
Wisconsin
$715K
Vanguard Capital Wealth Advisors
1124
Vanguard Capital Wealth Advisors
Colorado
$714K -$81.6K -499 -10%
TSWM
1125
Triangle Securities Wealth Management
North Carolina
$713K