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Name Holding Trade Value Shares
Change
Change in
Stake
AF
551
Allworth Financial
California
$487K +$26.9K +611 +6%
CWM
552
Cornerstone Wealth Management
Missouri
$486K +$446K +10,147 New
EF
553
Empowered Funds
Pennsylvania
$486K +$446K +10,138 New
OIM
554
Oder Investment Management
California
$485K -$12.2K -277 -3%
AWM
555
Axxcess Wealth Management
California
$483K +$71.4K +1,622 +19%
GWANC
556
Guardian Wealth Advisors (North Carolina)
North Carolina
$482K +$92.6K +2,105 +26%
GAM
557
Griffin Asset Management
New York
$482K -$132 -3 -0%
WE
558
Wealth Effects
Massachusetts
$480K +$5.5K +125 +1%
VWA
559
V Wealth Advisors
Kansas
$480K +$36K +819 +9%
LFM
560
Lumina Fund Management
New York
$479K – – –
GWSG
561
GPS Wealth Strategies Group
Colorado
$478K +$439K +9,970 New
HIA
562
Harbor Investment Advisory
Maryland
$474K -$62.5K -1,420 -13%
CFD
563
Creative Financial Designs
Indiana
$471K -$6.16K -140 -1%
SLAM
564
Swiss Life Asset Management
$469K – – –
WA
565
Wealth Architects
California
$465K +$440 +10 +0.1%
IWP
566
Icon Wealth Partners
Texas
$465K +$427K +9,699 New
GS
567
Gagnon Securities
New York
$464K +$76.6K +1,742 +22%
UCFA
568
United Capital Financial Advisors
Texas
$460K +$11.6K +264 +3%
ZDA
569
Zweig-DiMenna Associates
New York
$459K -$1.33M -30,118 -76%
WAM
570
Weiss Asset Management
Massachusetts
$454K -$67.8K -1,540 -14%
MCM
571
Manchester Capital Management
Vermont
$452K +$42.2K +960 +11%
LNC
572
Lincoln National Corp
Pennsylvania
$452K -$313K -7,125 -43%
Empower Advisory Group
573
Empower Advisory Group
Colorado
$451K +$417K +9,469 New
LSPW
574
Lake Street Private Wealth
Illinois
$448K -$96.4K -2,190 -19%
SIC
575
Schwartz Investment Counsel
Michigan
$448K – – –