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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
651
Key Financial Inc
Pennsylvania
$1.05K – – –
AWM
652
Abound Wealth Management
Tennessee
$1.02K – – –
VNA
653
Valley National Advisers
Pennsylvania
$1K – – –
SFG
654
Steward Financial Group
Texas
$1K +$1.19K +18 New
CAL
655
Capital Advisors Ltd
Ohio
$1K +$17.2K +259 New
ME
656
McIlrath & Eck
Washington
$961 – – –
FSWA
657
Financial Synergies Wealth Advisors
Texas
$901 – – –
BWAM
658
Boyd Watterson Asset Management
Ohio
$901 +$994 +15 New
IGWM
659
ICA Group Wealth Management
Colorado
$901 +$994 +15 New
TCA
660
Trifecta Capital Advisors
Illinois
$901 +$994 +15 New
DI
661
Disciplined Investments
Oklahoma
$841 -$597 -9 -39%
AAP
662
Arax Advisory Partners
Colorado
$721 +$795 +12 New
Parallax Volatility Advisers
663
Parallax Volatility Advisers
California
$661 – – –
CWC
664
Carolinas Wealth Consulting
North Carolina
$541 – – –
MPCL
665
My Personal CFO LLC
Washington
$360 +$398 +6 New
HCM
666
Hollencrest Capital Management
California
$300 +$331 +5 New
LF
667
Lee Financial
Texas
$240 – – –
CFGS
668
Concourse Financial Group Securities
Alabama
$240 +$265 +4 New
TWD
669
True Wealth Design
Ohio
$180 +$199 +3 New
WA
670
WestEnd Advisors
North Carolina
$120 – – –
TWP
671
TFO Wealth Partners
Ohio
$91 +$66 +1 New
SVCP
672
Silicon Valley Capital Partners
California
$34 +$66 +1 New
WCM
673
Wedge Capital Management
North Carolina
– -$47.9M -773,779 Closed
MHI
674
Miller Howard Investments
New York
– -$44M -711,612 Closed
Qube Research & Technologies (QRT)
675
Qube Research & Technologies (QRT)
United Kingdom
– -$19.2M -311,170 Closed