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Name Holding Trade Value Shares
Change
Change in
Stake
VPF
1801
Vantage Point Financial
Illinois
$516K +$33.2K +1,318 +7%
FWM
1802
Forefront Wealth Management
Pennsylvania
$516K – – –
OWA
1803
One Wealth Advisors
California
$516K +$1.59K +63 +0.3%
CIAS
1804
CFS Investment Advisory Services
New Jersey
$516K -$67.4K -2,673 -11%
TSS
1805
Two Sigma Securities
New York
$511K -$1.17M -46,492 -69%
CWG
1806
Cornerstone Wealth Group
North Carolina
$510K +$3.33K +132 +0.6%
OWA
1807
ORBA Wealth Advisors
Illinois
$510K – – –
CCIA
1808
Cherry Creek Investment Advisors
Colorado
$510K +$517K +20,482 New
TWP
1809
Triad Wealth Partners
Kansas
$510K +$9.73K +386 +2%
SCA
1810
Stonebridge Capital Advisors
Minnesota
$508K -$1.61K -64 -0.3%
AFW
1811
Avantra Family Wealth
Pennsylvania
$507K +$3.43K +136 +0.7%
PL
1812
PeakShares LLC
Florida
$506K +$512K +20,307 New
KP
1813
Keel Point
Alabama
$505K +$51.3K +2,034 +11%
Sax Wealth Advisors
1814
Sax Wealth Advisors
New Jersey
$503K +$2.57K +102 +0.5%
LI
1815
Lafayette Investments
Maryland
$503K -$4.16K -165 -0.8%
SFG
1816
Southern Financial Group
Alabama
$502K +$508K +20,164 New
AWM
1817
Able Wealth Management
New Jersey
$502K +$24.4K +969 +5%
SA
1818
Sovran Advisors
California
$501K +$229K +9,084 +88%
SOS
1819
Silver Oak Securities
Tennessee
$501K +$125K +4,948 +33%
PB
1820
Pinnacle Bancorp
Nebraska
$500K – – –
AW
1821
Alteri Wealth
California
$500K -$5.22K -207 -1%
IHL
1822
Investment House LLC
California
$499K +$126 +5 +0%
CFP
1823
Catalyst Financial Partners
Massachusetts
$499K +$53.7K +2,131 +12%
WIA
1824
Wetzel Investment Advisors
Indiana
$498K -$1.76K -70 -0.3%
CCC
1825
Chesapeake Capital Corp
Florida
$498K +$504K +19,986 New