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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
2151
Investment Advisory Services
Texas
$825K +$52 +1 +0%
NFG
2152
Norris Financial Group
South Carolina
$824K -$26.6K -513 -3%
BLC
2153
Brown, Lisle/Cummings
Rhode Island
$824K -$22.4K -432 -3%
SFG
2154
StrategIQ Financial Group
Indiana
$824K -$56.9K -1,097 -6%
GWSG
2155
GPS Wealth Strategies Group
Colorado
$820K -$27.1K -522 -3%
III
2156
Independent Investors Inc
New York
$818K
WGAM
2157
Wilkinson Global Asset Management
New York
$818K
CFG
2158
Cooper Financial Group
California
$816K +$309K +5,959 +61%
LFA
2159
Lauterbach Financial Advisors
Texas
$815K -$51.9K -1,000 -6%
SSW
2160
Smith Shellnut Wilson
Mississippi
$815K -$36.3K -699 -4%
KWMG
2161
King Wealth Management Group
Florida
$814K +$208 +4 +0%
SAM
2162
Security Asset Management
New York
$810K -$78.3K -1,509 -9%
WFA
2163
WestHill Financial Advisors
California
$809K +$41.4K +798 +5%
CC
2164
Cornerstone Capital
California
$807K +$415K +7,990 +105%
EWA
2165
ERTS Wealth Advisors
Michigan
$806K -$122K -2,346 -13%
TCWM
2166
Total Clarity Wealth Management
Illinois
$806K -$102K -1,968 -11%
CAM
2167
Costello Asset Management
Pennsylvania
$806K -$36.2K -697 -4%
WAG
2168
Winthrop Advisory Group
Massachusetts
$806K +$23.5K +452 +3%
B
2169
Bridgeworth
Alabama
$805K -$62.6K -1,207 -7%
QC
2170
Quent Capital
New York
$805K +$205K +3,946 +34%
JFA
2171
JNBA Financial Advisors
Minnesota
$801K -$79.2K -1,526 -9%
MWM
2172
Merriman Wealth Management
Washington
$799K -$133K -2,555 -14%
VT
2173
Vise Technologies
New York
$795K +$797K +15,359 New
IFAM
2174
Institutional & Family Asset Management
Colorado
$793K +$52 +1 +0%
FFC
2175
First Financial Corp
Indiana
$791K -$1.45K -28 -0.2%