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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Abound Wealth Management
Tennessee
$1.02K
VNA
652
Valley National Advisers
Pennsylvania
$1K
SFG
653
Steward Financial Group
Texas
$1K +$1.19K +18 New
CAL
654
Capital Advisors Ltd
Ohio
$1K +$17.2K +259 New
ME
655
McIlrath & Eck
Washington
$961
FSWA
656
Financial Synergies Wealth Advisors
Texas
$901
BWAM
657
Boyd Watterson Asset Management
Ohio
$901 +$994 +15 New
IGWM
658
ICA Group Wealth Management
Colorado
$901 +$994 +15 New
TCA
659
Trifecta Capital Advisors
Illinois
$901 +$994 +15 New
DI
660
Disciplined Investments
Oklahoma
$841 -$597 -9 -39%
AAP
661
Arax Advisory Partners
Colorado
$721 +$795 +12 New
Parallax Volatility Advisers
662
Parallax Volatility Advisers
California
$661
ECM
663
Everence Capital Management
Indiana
$644 +$363K +5,470 +104%
MYAM
664
Meiji Yasuda Asset Management
Japan
$607 +$201K +3,036 +43%
CWC
665
Carolinas Wealth Consulting
North Carolina
$541
MPCL
666
My Personal CFO LLC
Washington
$360 +$398 +6 New
HCM
667
Hollencrest Capital Management
California
$300 +$331 +5 New
LF
668
Lee Financial
Texas
$240
CFGS
669
Concourse Financial Group Securities
Alabama
$240 +$265 +4 New
TWD
670
True Wealth Design
Ohio
$180 +$199 +3 New
WA
671
WestEnd Advisors
North Carolina
$120
TWP
672
TFO Wealth Partners
Ohio
$91 +$66 +1 New
SVCP
673
Silicon Valley Capital Partners
California
$34 +$66 +1 New
WCM
674
Wedge Capital Management
North Carolina
-$47.9M -773,779 Closed
MHI
675
Miller Howard Investments
New York
-$44M -711,612 Closed