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Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
626
Acorn Financial Advisory Services
Virginia
$724K +$48.3K +460 +8%
ME
627
McIlrath & Eck
Washington
$719K +$239K +2,280 +56%
AI
628
Aperture Investors
New York
$718K +$525K +5,000 New
PAMG
629
Patton Albertson Miller Group
Tennessee
$713K -$36.7K -350 -7%
BBA
630
BLB&B Advisors
Pennsylvania
$711K
Northwestern Mutual Wealth Management
631
Northwestern Mutual Wealth Management
Wisconsin
$711K +$272K +2,590 +70%
XWM
632
Xcel Wealth Management
Florida
$707K +$26.2K +250 +4%
RI
633
Redwood Investments
Massachusetts
$705K -$946K -9,010 -59%
CWM
634
Cordatus Wealth Management
Pennsylvania
$700K +$440K +4,190 +211%
PPP
635
Private Portfolio Partners
New Jersey
$698K -$4.2K -40 -0.6%
KA
636
Kozak & Associates
Colorado
$683K +$556K +5,300 New
GRP
637
Global Retirement Partners
California
$680K -$38.8K -370 -6%
SWM
638
Sculati Wealth Management
Michigan
$679K
FWP
639
FAS Wealth Partners
Kansas
$676K +$2.1K +20 +0.3%
EI
640
Ethic Inc
New York
$676K +$141K +1,340 +29%
EWA
641
Exencial Wealth Advisors
Oklahoma
$663K -$68.2K -650 -10%
IFWM
642
Institute for Wealth Management
Colorado
$662K -$126K -1,200 -17%
ADIM
643
Alpha DNA Investment Management
Maryland
$653K +$606K +5,770 New
FPS
644
Fieldpoint Private Securities
Connecticut
$652K +$35.7K +340 +6%
GWM
645
Geneos Wealth Management
Colorado
$651K +$732K +6,970 +127%
IAP
646
Indie Asset Partners
Indiana
$636K -$141K -1,340 -19%
OC
647
Oakmont Corp
California
$634K
DAS
648
Dynamic Advisor Solutions
Arizona
$634K +$61.9K +590 +12%
NGA
649
Naples Global Advisors
Florida
$633K
PGWM
650
Parisi Gray Wealth Management
New Jersey
$630K +$37.8K +360 +7%