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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
201
Benchmark Investment Advisors
Illinois
$41K +$50.9K +15,000 New
SPC
202
Sigma Planning Corp
Michigan
$40K -$1.19K -351 -2%
ACM
203
Argyle Capital Management
Pennsylvania
$39K
BP
204
Ballentine Partners
Massachusetts
$39K +$47.4K +13,975 New
VFM
205
Vivid Financial Management
California
$38K +$46.2K +13,601 New
CA
206
Cambridge Advisors
Nebraska
$38K +$46.8K +13,800 New
FIM
207
Freedom Investment Management
Connecticut
$36K +$3.42K +1,007 +8%
SPIA
208
Steward Partners Investment Advisory
New York
$35K -$70.4K -20,740 -62%
AQR Capital Management
209
AQR Capital Management
Connecticut
$35K +$5.13K +1,510 +13%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$33K +$17.6K +5,180 +76%
SC
211
Searle & Co
Connecticut
$33K +$40.7K +12,000 New
EWM
212
EPG Wealth Management
Georgia
$32K
GWM
213
Geneos Wealth Management
Colorado
$31K -$29.5K -8,685 -43%
IAA
214
Independent Advisor Alliance
North Carolina
$31K -$16.9K -4,982 -30%
LFS
215
Legacy Financial Strategies
Kansas
$31K
KMWM
216
Keudell/Morrison Wealth Management
Oregon
$30K -$1.7K -500 -4%
IIC
217
Integrated Investment Consultants
Michigan
$30K
NC
218
NovaPoint Capital
Georgia
$30K +$36.5K +10,767 New
HSA
219
HBK Sorce Advisory
Pennsylvania
$30K +$37.2K +10,965 New
Vanguard Capital Wealth Advisors
220
Vanguard Capital Wealth Advisors
Colorado
$30K +$37.9K +11,175 New
KPWS
221
Kestra Private Wealth Services
Texas
$29K +$35.7K +10,521 New
SOW
222
State of Wyoming
Wyoming
$29K +$36.2K +10,678 New
CBB
223
Citizens Business Bank
California
$28K
SIA
224
Soltis Investment Advisors
Utah
$28K
UWM
225
USAdvisors Wealth Management
Minnesota
$28K