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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1026
Geneos Wealth Management
Colorado
$280K +$35.6K +498 +15%
AIA
1027
Alera Investment Advisors
Illinois
$280K +$277K +3,873 New
SAM
1028
Smartleaf Asset Management
Massachusetts
$279K +$73.8K +1,032 +36%
KWA
1029
Kingswood Wealth Advisors
California
$279K -$3.93K -55 -1%
SEIA
1030
Signature Estate & Investment Advisors
California
$278K +$275K +3,854 New
ATS
1031
Ashton Thomas Securities
New York
$278K +$273K +3,825 New
SFG
1032
SevenBridge Financial Group
Pennsylvania
$277K -$15.7K -220 -5%
FMP
1033
Financial Management Professionals
Texas
$275K -$71 -1 -0%
NAS
1034
NWF Advisory Services
California
$275K +$7.72K +108 +3%
HIC
1035
Holderness Investments Company
North Carolina
$274K
Capstone Investment Advisors
1036
Capstone Investment Advisors
New York
$271K +$269K +3,757 New
TWP
1037
Tyche Wealth Partners
Texas
$271K
BTW
1038
Boston Trust Walden
Massachusetts
$271K
WDC
1039
Woodward Diversified Capital
California
$269K -$7.65K -107 -3%
SP
1040
Successful Portfolios
Florida
$269K +$71 +1 +0%
CD
1041
Chapin Davis
Maryland
$268K +$143 +2 +0.1%
HS
1042
Horan Securities
United States
$268K +$71 +1 +0%
TIM
1043
Tevis Investment Management
Texas
$267K -$114K -1,593 -30%
HWA
1044
HCR Wealth Advisors
California
$264K
GF
1045
Goodman Financial
Texas
$262K
PHS
1046
Pekin Hardy Strauss
Illinois
$261K -$7.15K -100 -3%
MIM
1047
Marco Investment Management
Georgia
$260K -$9.86K -138 -4%
CFS
1048
CRA Financial Services
New Jersey
$260K -$46.5K -650 -15%
ZB
1049
Zions Bancorporation
Utah
$260K -$15.4K -216 -6%
HVIA
1050
Hudson Valley Investment Advisors
New York
$257K