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Name Holding Trade Value Shares
Change
Change in
Stake
SMG
2226
Spectrum Management Group
Indiana
$141K – – –
SAS
2227
Stelac Advisory Services
New York
$136K +$145K +3,977 New
SAM
2228
Shamrock Asset Management
Texas
$135K +$25.6K +705 +22%
CA
2229
Centerpoint Advisors
Massachusetts
$132K – – –
LF
2230
Lee Financial
Texas
$130K -$35.9K -988 -21%
KWA
2231
KCS Wealth Advisory
California
$128K +$137K +3,766 New
ME
2232
McIlrath & Eck
Washington
$126K -$16.8K -462 -11%
LD
2233
Lipe & Dalton
New York
$126K – – –
SWM
2234
Selective Wealth Management
Virginia
$125K -$46.4K -1,276 -26%
PCIA
2235
Prime Capital Investment Advisors
Kansas
$118K +$104K +2,849 +470%
CQS
2236
Credential Qtrade Securities
$117K -$5.56K -153 -4%
SFFS
2237
Stonehage Fleming Financial Services
Jersey
$116K -$57.5K -1,581 -32%
PCMK
2238
Paragon Capital Management (Kansas)
Kansas
$114K -$38.3K -1,054 -24%
LWS
2239
Lucia Wealth Services
California
$112K -$515K -14,154 -81%
CAGAS
2240
Capital Advisory Group Advisory Services
Minnesota
$107K – – –
TFA
2241
Toth Financial Advisory
Virginia
$105K +$327 +9 +0.3%
BWL
2242
Bogart Wealth LLC
Virginia
$104K -$2.44K -67 -2%
BRC
2243
Bell Rock Capital
Delaware
$103K +$291 +8 +0.3%
LGWM
2244
Litman Gregory Wealth Management
California
$100K -$20.2K -555 -16%
KFS
2245
Kelly Financial Services
Massachusetts
$100K +$9.93K +273 +10%
EARNEST Partners
2246
EARNEST Partners
Georgia
$95K – – –
PW
2247
Price Wealth
Texas
$95K +$41.8K +1,150 +70%
QT
2248
Quantamental Technologies
New York
$94K +$101K +2,765 New
APSP
2249
Asset Planning Services (Pennsylvania)
Pennsylvania
$84K +$73 +2 +0.1%
TFGT
2250
TS Financial Group (TSFG)
Illinois
$81K – – –