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Name Holding Trade Value Shares
Change
Change in
Stake
IA
401
IFP Advisors
Florida
$247K +$277K +8,080 New
CFGS
402
Concourse Financial Group Securities
Alabama
$245K +$140K +4,100 +109%
MA
403
MONECO Advisors
Connecticut
$239K +$262K +7,660 New
RIA
404
Regal Investment Advisors
Michigan
$237K +$685 +20 +0.3%
BFA
405
Benedict Financial Advisors
Georgia
$232K – – –
SCA
406
Snowden Capital Advisors
New York
$230K +$253K +7,390 New
DAS
407
Dynamic Advisor Solutions
Arizona
$230K +$253K +7,390 New
ODIJL
408
One Day In July LLC
Vermont
$228K – – –
DTL
409
Dynamic Technology Lab
Singapore
$227K -$377K -11,010 -60%
HSA
410
HBK Sorce Advisory
Pennsylvania
$226K -$11K -320 -4%
GWM
411
Geneos Wealth Management
Colorado
$223K +$12K +350 +5%
GSWM
412
Golden State Wealth Management
California
$223K +$228K +6,650 +1,330%
CFG
413
CKW Financial Group
Hawaii
$218K – – –
VFA
414
Valeo Financial Advisors
Indiana
$218K +$175K +5,100 +267%
LW
415
Linscomb Wealth
Texas
$218K +$239K +6,980 New
SIAS
416
Shine Investment Advisory Services
Colorado
$215K -$52.4K -1,530 -18%
Brown Advisory
417
Brown Advisory
Maryland
$214K +$6.51K +190 +3%
BFM
418
Boothbay Fund Management
New York
$213K -$560K -16,350 -71%
GPA
419
Garrison Point Advisors
California
$212K +$233K +6,800 New
CCB
420
Cutter & Co Brokerage
Missouri
$208K +$228K +6,670 New
EWM
421
Empirical Wealth Management
Washington
$207K +$227K +6,630 New
SBIA
422
Sheaff Brock Investment Advisors
Indiana
$204K -$17.5K -510 -7%
BBA
423
BLB&B Advisors
Pennsylvania
$202K +$222K +6,480 New
FTIOP
424
Fiduciary Trust International of Pennsylvania
Pennsylvania
$200K +$220K +6,420 New
HAG
425
HighPoint Advisor Group
Illinois
$199K -$7.19K -210 -3%