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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
2526
Burt Wealth Advisors
Maryland
$473K -$373 -2 -0.1%
PFG
2527
Pinnacle Financial Group
Illinois
$473K +$81.5K +437 +21%
CAS
2528
CTC Alternative Strategies
Illinois
$472K +$476K +2,550 New
AR
2529
Advisory Research
Illinois
$472K +$476K +2,549 New
FAG
2530
Fortitude Advisory Group
Washington
$472K -$373 -2 -0.1%
KOC
2531
Koss-Olinger Consulting
Florida
$472K +$31.7K +170 +7%
TI
2532
Truepoint Inc
Ohio
$472K +$75K +402 +19%
IIA
2533
Integral Investment Advisors
California
$472K
AWM
2534
Affinity Wealth Management
Delaware
$471K +$373 +2 +0.1%
KWM
2535
Kolinsky Wealth Management
New Jersey
$471K +$62.3K +334 +15%
WQ
2536
Wealth Quarterback
New Jersey
$470K +$170K +909 +56%
CCFM
2537
Clear Creek Financial Management
Washington
$470K -$14.2K -76 -3%
FPIS
2538
Financial Planning & Information Services
Wisconsin
$470K
WAM
2539
WFA Asset Management
Wisconsin
$466K -$169K -904 -26%
SIM
2540
SSI Investment Management
California
$465K -$62.9K -337 -12%
LSIA
2541
LaSalle St. Investment Advisors
Illinois
$464K +$187 +1 +0%
MWP
2542
Meridian Wealth Partners
Pennsylvania
$464K +$20.2K +108 +5%
AAM
2543
Alphadyne Asset Management
New York
$464K +$467K +2,504 New
SA
2544
SL Advisors
New Jersey
$463K
SGWM
2545
Sterling Group Wealth Management
California
$463K -$13.3K -71 -3%
DMC
2546
Drexel Morgan & Co
Pennsylvania
$463K
KWS
2547
Keystone Wealth Services
California
$463K +$29.9K +160 +7%
ACA
2548
Ackerman Capital Advisors
Texas
$462K +$373 +2 +0.1%
SPWG
2549
Syntegra Private Wealth Group
Missouri
$459K +$199K +1,068 +76%
Marshall Wace
2550
Marshall Wace
United Kingdom
$458K -$65.8M -352,821 -99%