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Name Holding Trade Value Shares
Change
Change in
Stake
LTI
876
Laffer Tengler Investments
Tennessee
$236K +$238K +804 New
AWM
877
Aprio Wealth Management
Georgia
$236K +$238K +804 New
ARA
878
Alexander Randolph Advisory
Virginia
$236K -$2.07K -7 -0.9%
WSC
879
Wellington Shields & Co
New York
$235K
EM
880
Excalibur Management
Massachusetts
$234K
WCWM
881
Willow Creek Wealth Management
California
$232K
TC
882
TownSquare Capital
Utah
$231K -$2.01M -6,794 -90%
SP
883
Successful Portfolios
Florida
$230K
IG
884
ING Group
Netherlands
$227K -$5.73M -19,349 -96%
RIA
885
Richwood Investment Advisors
Ohio
$227K
KCM
886
Kathmere Capital Management
Pennsylvania
$227K +$229K +773 New
AFG
887
Arkansas Financial Group
Arkansas
$225K
FNBOMD
888
First National Bank of Mount Dora
Florida
$225K -$77.9K -263 -26%
PBF
889
Petix & Botte Financial
California
$224K
SB
890
Strategic Blueprint
Georgia
$223K +$225K +761 New
GL
891
Graypoint LLC
New York
$222K +$1.78K +6 +0.8%
PFM
892
Patton Fund Management
Texas
$222K +$224K +757 New
WS
893
Wedbush Securities
California
$222K -$42K -142 -16%
FWM
894
Forza Wealth Management
Florida
$220K
FIM
895
FWL Investment Management
Texas
$220K +$6.81K +23 +3%
HA
896
Helium Advisors
Washington
$220K -$1.18K -4 -0.5%
MEAC
897
M.E. Allison & Co
Texas
$220K
IF
898
IRON Financial
Illinois
$217K -$888 -3 -0.4%
PR
899
Payden & Rygel
California
$217K
WWM
900
Western Wealth Management
Colorado
$214K -$888 -3 -0.4%