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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
451
Beacon Pointe Advisors
California
$224K +$190K +5,630 New
I
452
INVST
Indiana
$223K +$189K +5,600 New
OC
453
Oakmont Corp
California
$223K +$189K +5,600 New
RCA
454
Resonant Capital Advisors
Wisconsin
$219K +$186K +5,500 New
WA
455
Wealth Architects
California
$219K +$186K +5,500 New
9WM
456
9258 Wealth Management
Ohio
$217K +$185K +5,470 New
VFA
457
Voya Financial Advisors
Connecticut
$215K +$183K +5,420 New
FCB
458
First Command Bank
Texas
$214K
FCFS
459
First Command Financial Services
Texas
$214K
NGA
460
Naples Global Advisors
Florida
$212K +$181K +5,340 New
MIM
461
Moseley Investment Management
Florida
$210K +$179K +5,280 New
CA
462
Calton & Associates
Florida
$209K -$130K -3,840 -42%
OWP
463
Obermeyer Wealth Partners
Colorado
$204K +$173K +5,130 New
OWD
464
Osborn Williams & Donohoe
Ohio
$201K +$171K +5,050 New
CPA
465
Clear Perspective Advisors
Illinois
$200K +$170K +5,040 New
CWG
466
Cornerstone Wealth Group
North Carolina
$200K +$170K +5,040 New
FANJ
467
Financial Architects (New Jersey)
New Jersey
$199K
First Manhattan
468
First Manhattan
New York
$198K
NFG
469
Next Financial Group
Texas
$190K +$25K +740 +18%
EP
470
Eudaimonia Partners
Tennessee
$187K +$159K +4,700 New
Northwestern Mutual Wealth Management
471
Northwestern Mutual Wealth Management
Wisconsin
$185K +$82.5K +2,440 +110%
AAM
472
Advisors Asset Management
Colorado
$179K +$88.9K +2,630 +140%
GRP
473
Global Retirement Partners
California
$177K
OIA
474
Optimum Investment Advisors
Illinois
$173K +$142K +4,200 +2,800%
LFG
475
Larson Financial Group
Missouri
$166K +$67.6K +2,000 +92%