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Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
501
Shine Investment Advisory Services
Colorado
$238K -$54.1K -1,200 -17%
MWM
502
Mission Wealth Management
California
$238K +$451 +10 +0.2%
TCM
503
Traynor Capital Management
Pennsylvania
$237K +$256K +5,690 New
QCM
504
Quest Capital Management
Texas
$234K -$276K -6,130 -52%
OIA
505
OneDigital Investment Advisors
Kansas
$234K +$253K +5,610 New
RFC
506
Regions Financial Corp
Alabama
$234K +$253K +5,610 New
OC
507
Oakmont Corp
California
$233K – – –
CPA
508
Clear Perspective Advisors
Illinois
$233K +$25.2K +560 +11%
GCAC
509
Guardian Capital Advisors (Canada)
Ontario, Canada
$231K +$272K +6,030 New
CCP
510
Cardan Capital Partners
Colorado
$229K +$248K +5,500 New
LC
511
Lindbrook Capital
California
$229K +$248K +5,500 New
LW
512
Linscomb Wealth
Texas
$228K -$48.7K -1,080 -16%
RCA
513
Resonant Capital Advisors
Wisconsin
$226K -$3.61K -80 -1%
OWP
514
Obermeyer Wealth Partners
Colorado
$226K +$13.5K +300 +6%
RG
515
Rathbones Group
United Kingdom
$226K +$245K +5,430 New
FCB
516
First Command Bank
Texas
$224K – – –
FCFS
517
First Command Financial Services
Texas
$224K – – –
PCIA
518
Prime Capital Investment Advisors
Kansas
$224K +$190K +4,210 +360%
NGA
519
Naples Global Advisors
Florida
$223K – – –
OWD
520
Osborn Williams & Donohoe
Ohio
$219K +$9.02K +200 +4%
PAMG
521
Patton Albertson Miller Group
Tennessee
$219K +$237K +5,250 New
WP
522
WealthPLAN Partners
Nebraska
$217K +$130K +2,880 New
Northwestern Mutual Wealth Management
523
Northwestern Mutual Wealth Management
Wisconsin
$216K +$23.4K +520 +11%
DWM
524
Dorchester Wealth Management
Quebec, Canada
$214K -$83.4K -1,850 -26%
FANJ
525
Financial Architects (New Jersey)
New Jersey
$214K +$5.86K +130 +3%