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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
576
Regal Investment Advisors
Michigan
$291K +$230K +876 New
LTI
577
Laffer Tengler Investments
Tennessee
$288K +$223K +850 New
AF
578
Advisornet Financial
Minnesota
$287K -$19.7K -75 -8%
Avalon Investment & Advisory
579
Avalon Investment & Advisory
Texas
$282K +$223K +850 New
PP
580
Professional Planning
California
$279K +$221K +841 New
CA
581
Continuum Advisory
Idaho
$278K +$220K +837 New
BFS
582
Bard Financial Services
Connecticut
$274K +$216K +825 New
PRC
583
Pearl River Capital
Michigan
$273K +$216K +822 New
OIA
584
Optimum Investment Advisors
Illinois
$268K +$39.3K +150 +23%
CCM
585
Cox Capital Management
Massachusetts
$266K +$210K +800 New
EW
586
Evoke Wealth
California
$264K -$75.5K -288 -27%
BA
587
Bellwether Advisors
Nebraska
$264K +$209K +798 New
TCM
588
Traynor Capital Management
Pennsylvania
$264K +$209K +798 New
MWA
589
Moser Wealth Advisors
Washington
$262K – – –
MFA
590
Mayflower Financial Advisors
Massachusetts
$262K +$207K +790 New
SF
591
Symphony Financial
Texas
$262K +$216K +825 New
FMT
592
First Mercantile Trust
Tennessee
$261K +$206K +786 New
LWA
593
Lineweaver Wealth Advisors
Ohio
$259K +$205K +782 New
KLCM
594
KG&L Capital Management
Louisiana
$258K -$525K -2,000 -72%
FP
595
Foundry Partners
Minnesota
$258K +$204K +776 New
GIA
596
Gladstone Institutional Advisory
Florida
$258K +$204K +778 New
FANJ
597
Financial Architects (New Jersey)
New Jersey
$257K +$203K +774 New
Meitav Investment House
598
Meitav Investment House
Israel
$254K -$304K -1,160 -61%
GI
599
GS Investments
Minnesota
$251K – – –
CCA
600
Checchi Capital Advisers
California
$251K +$199K +757 New