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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$293K +$148K +6,528 +219%
HighTower Advisors
302
HighTower Advisors
Illinois
$293K +$196K +8,667 New
AFG
303
Allegheny Financial Group
Pennsylvania
$288K +$192K +8,500 New
OGC
304
Oak Grove Capital
New Hampshire
$288K +$192K +8,500 New
SFG
305
Sovereign Financial Group
Connecticut
$279K +$186K +8,220 New
SW
306
SVB Wealth
Massachusetts
$278K +$186K +8,220 New
PA
307
Profund Advisors
Maryland
$271K +$181K +7,992 New
LAIC
308
Lederer & Associates Investment Counsel
California
$271K +$181K +8,000 New
AWM
309
Aries Wealth Management
Maine
$269K -$113K -5,000 -50%
IIA
310
IPG Investment Advisors
California
$264K +$177K +7,800 New
Tudor Investment Corp
311
Tudor Investment Corp
Connecticut
$258K +$173K +7,619 New
FAM
312
Formidable Asset Management
Ohio
$257K +$181K +8,000 New
Cetera Investment Advisers
313
Cetera Investment Advisers
Illinois
$256K +$171K +7,554 New
SWM
314
SeaCrest Wealth Management
New York
$256K +$171K +7,557 New
GG
315
Gofen & Glossberg
Illinois
$252K +$168K +7,435 New
PJSIMP
316
P.J. Schmidt Investment Management (PJS)
Wisconsin
$250K +$89.7K +3,960 New
OIA
317
OneDigital Investment Advisors
Kansas
$246K -$196K -8,641 -54%
MWM
318
Meridian Wealth Management
Kentucky
$245K +$164K +7,239 New
OMC
319
Old Mission Capital
Illinois
$245K +$164K +7,253 New
BCM
320
Beck Capital Management
Texas
$243K +$162K +7,167 New
CA
321
Cetera Advisors
Colorado
$236K +$158K +6,970 New
NW
322
NewEdge Wealth
Pennsylvania
$235K +$157K +6,938 New
WAM
323
World Asset Management
Michigan
$234K +$156K +6,901 New
AWA
324
Arkadios Wealth Advisors
Georgia
$228K +$152K +6,726 New
HFM
325
Harvest Fund Management
China
$226K