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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1526
Argos Wealth Advisors
California
$548K +$614K +3,577 New
KMWM
1527
Keudell/Morrison Wealth Management
Oregon
$545K +$611K +3,560 New
SGCA
1528
Steel Grove Capital Advisors
Tennessee
$539K +$7.03K +41 +1%
IA
1529
Integrity Alliance
Iowa
$539K +$290K +1,690 +92%
PPW
1530
Parcion Private Wealth
Washington
$539K +$604K +3,520 New
CIA
1531
Caerus Investment Advisors
Texas
$538K +$603K +3,515 New
EWA
1532
Eagle Wealth Advisors
Connecticut
$538K +$602K +3,510 New
CM
1533
CastleKnight Management
New York
$536K
DWM
1534
Dogwood Wealth Management
Kansas
$536K +$588K +3,430 +4,900%
SDIC
1535
South Dakota Investment Council
South Dakota
$536K
LI
1536
LRI Investments
Florida
$531K -$319K -1,859 -35%
PWM
1537
Prosperity Wealth Management
California
$531K +$4.29K +25 +0.7%
SP
1538
SmartHarvest Portfolios
Washington
$529K +$593K +3,456 New
WA
1539
Waddell & Associates
Tennessee
$529K +$368K +2,145 +164%
CCA
1540
Coign Capital Advisors
Utah
$529K +$25.4K +148 +4%
NRC
1541
New Republic Capital
North Carolina
$527K +$287K +1,673 +95%
BCA
1542
Bay Colony Advisors
Massachusetts
$527K +$103K +602 +21%
AP
1543
Anchyra Partners
Georgia
$526K +$589K +3,435 New
VCWM
1544
Vista Cima Wealth Management
Arizona
$525K +$318K +1,855 +118%
CAG
1545
Centerpoint Advisory Group
Kansas
$523K
DWS
1546
Dynamic Wealth Strategies
California
$523K +$144K +840 +33%
BFM
1547
Boothbay Fund Management
New York
$523K -$1.38M -8,028 -70%
HPC
1548
HM Payson & Co
Maine
$522K +$50.3K +293 +9%
PFA
1549
Pathway Financial Advisers
Indiana
$522K +$20.8K +121 +4%
TWM
1550
Tradition Wealth Management
Minnesota
$520K -$11.7K -68 -2%