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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
2151
Pegasus Asset Management
New York
$825K -$623 -12 -0.1%
IAS
2152
Investment Advisory Services
Texas
$825K +$52 +1 +0%
NFG
2153
Norris Financial Group
South Carolina
$824K -$26.6K -513 -3%
BLC
2154
Brown, Lisle/Cummings
Rhode Island
$824K -$22.4K -432 -3%
SFG
2155
StrategIQ Financial Group
Indiana
$824K -$56.9K -1,097 -6%
GWSG
2156
GPS Wealth Strategies Group
Colorado
$820K -$27.1K -522 -3%
III
2157
Independent Investors Inc
New York
$818K – – –
WGAM
2158
Wilkinson Global Asset Management
New York
$818K – – –
CFG
2159
Cooper Financial Group
California
$816K +$309K +5,959 +61%
LFA
2160
Lauterbach Financial Advisors
Texas
$815K -$51.9K -1,000 -6%
SSW
2161
Smith Shellnut Wilson
Mississippi
$815K -$36.3K -699 -4%
KWMG
2162
King Wealth Management Group
Florida
$814K +$208 +4 +0%
SAM
2163
Security Asset Management
New York
$810K -$78.3K -1,509 -9%
WFA
2164
WestHill Financial Advisors
California
$809K +$41.4K +798 +5%
CC
2165
Cornerstone Capital
California
$807K +$415K +7,990 +105%
EWA
2166
ERTS Wealth Advisors
Michigan
$806K -$122K -2,346 -13%
TCWM
2167
Total Clarity Wealth Management
Illinois
$806K -$102K -1,968 -11%
CAM
2168
Costello Asset Management
Pennsylvania
$806K -$36.2K -697 -4%
WAG
2169
Winthrop Advisory Group
Massachusetts
$806K +$23.5K +452 +3%
B
2170
Bridgeworth
Alabama
$805K -$62.6K -1,207 -7%
QC
2171
Quent Capital
New York
$805K +$205K +3,946 +34%
JFA
2172
JNBA Financial Advisors
Minnesota
$801K -$79.2K -1,526 -9%
MWM
2173
Merriman Wealth Management
Washington
$799K -$133K -2,555 -14%
VT
2174
Vise Technologies
New York
$795K +$797K +15,359 New
IFAM
2175
Institutional & Family Asset Management
Colorado
$793K +$52 +1 +0%