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Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
1101
Lake Street Private Wealth
Illinois
$228K +$241K +1,071 New
CH
1102
Cromwell Holdings
Wyoming
$228K -$1.8K -8 -0.7%
FFA
1103
Fi3 Financial Advisors
Indiana
$227K -$338K -1,503 -77%
BA
1104
Bridgewater Advisors
New York
$226K +$201K +895 New
I2I
1105
Insight 2811 Inc
Illinois
$226K – – –
BDF
1106
Black Diamond Financial
Maryland
$226K -$215K -956 -47%
OCPWS
1107
One Charles Private Wealth Services
Massachusetts
$226K +$450 +2 +0.2%
PAG
1108
Private Advisory Group
Washington
$225K +$238K +1,059 New
BWA
1109
Basecamp Wealth Advisors
Washington
$225K – – –
IWM
1110
IHT Wealth Management
Illinois
$224K -$74.5K -331 -24%
WWM
1111
WT Wealth Management
Arizona
$223K – – –
OFG
1112
Omega Financial Group
California
$223K -$14.6K -65 -6%
BHIA
1113
Birch Hill Investment Advisors
Massachusetts
$223K -$9K -40 -4%
ODFS
1114
O'Donnell Financial Services
California
$222K – – –
AC
1115
Apella Capital
Connecticut
$222K +$232K +1,032 New
PCFFS
1116
Pacific Center for Financial Services
California
$221K – – –
IAN
1117
Integrated Advisors Network
Texas
$221K -$8.32K -37 -3%
SP
1118
Successful Portfolios
Florida
$221K – – –
BCM
1119
Brookstone Capital Management
Illinois
$217K +$230K +1,021 New
LIA
1120
Limestone Investment Advisors
New York
$217K +$230K +1,020 New
ITG
1121
Index Technologies Group
New York
$216K -$5.17K -23 -2%
IFWM
1122
Institute for Wealth Management
Colorado
$215K -$1.13K -5 -0.5%
NWAG
1123
Net Worth Advisory Group
Utah
$214K +$226K +1,005 New
AIA
1124
Arbor Investment Advisors
North Carolina
$214K +$900 +4 +0.4%
AIM
1125
Alhambra Investment Management
Florida
$213K – – –