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Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
676
GPS Wealth Strategies Group
Colorado
$227K +$80.7K +1,890 +35%
CWM
677
Cornerstone Wealth Management
Missouri
$227K +$93.5K +2,190 +43%
V
678
Veritable
Delaware
$226K +$427 +10 +0.1%
WWP
679
Waypoint Wealth Partners
California
$226K +$310K +7,250 New
WEG
680
World Equity Group
Illinois
$225K -$33.9K -793 -10%
LC
681
Lindbrook Capital
California
$224K +$63K +1,476 +26%
PWS
682
Precision Wealth Strategies
Missouri
$224K +$67.7K +1,586 +30%
HAS
683
HBW Advisory Services
California
$223K +$13.2K +310 +5%
MMPW
684
Mitchell McLeod Pugh & Williams
Alabama
$220K
NFG
685
Nadler Financial Group
Illinois
$220K
PWPS
686
Pinnacle Wealth Planning Services
Ohio
$220K +$7.69K +180 +3%
HH
687
Hilltop Holdings
Texas
$217K -$21.8K -510 -7%
LFAS
688
Level Four Advisory Services
Texas
$217K +$96.1K +2,250 +48%
AFM
689
Abbot Financial Management
Massachusetts
$216K +$143K +3,340 +94%
CCA
690
Checchi Capital Advisers
California
$215K +$73.8K +1,728 +39%
MIM
691
Moseley Investment Management
Florida
$214K -$252K -5,894 -46%
F4L
692
Fortune 45 LLC
Louisiana
$214K -$854 -20 -0.3%
MCP
693
Mirador Capital Partners
California
$214K +$293K +6,860 New
IWM
694
IHT Wealth Management
Illinois
$212K -$136K -3,190 -32%
DI
695
Diligent Investors
California
$212K +$58.5K +1,370 +25%
SAS
696
Sanford Advisory Services
Michigan
$212K +$121K +2,840 +72%
AIA
697
Alera Investment Advisors
Illinois
$211K +$3.84K +90 +1%
CA
698
Clearstead Advisors
Ohio
$209K -$45.3K -1,060 -14%
LOAMS
699
Lombard Odier Asset Management (Switzerland)
Switzerland
$209K +$289K +6,760 New
AF
700
Advisornet Financial
Minnesota
$208K +$45.7K +1,070 +19%