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Name Holding Trade Value Shares
Change
Change in
Stake
LA
726
Latitude Advisors
Florida
$253K +$232K +5,276 New
PGWM
727
Pitti Group Wealth Management
New York
$251K +$231K +5,246 New
OPWM
728
Oxinas Partners Wealth Management
Indiana
$251K +$230K +5,233 New
GSC
729
Grey Street Capital
Illinois
$250K +$229K +5,213 New
SIG
730
Sargent Investment Group
Maryland
$248K +$229K +5,210 New
WFI
731
West Family Investments
California
$248K -$32.5K -739 -13%
PI
732
Pachira Investments
California
$247K +$227K +5,159 New
SGA
733
Seaport Global Advisors
Massachusetts
$246K -$48.3K -1,098 -18%
FWM
734
FFT Wealth Management
Pennsylvania
$244K +$224K +5,100 New
SLWA
735
San Luis Wealth Advisors
California
$244K -$1.34M -30,448 -86%
QCM
736
Quantinno Capital Management
New York
$243K +$223K +5,068 New
CWS
737
Confluence Wealth Services
Pennsylvania
$242K +$222K +5,040 New
WP
738
Westmount Partners
California
$241K +$222K +5,035 New
ME
739
McIlrath & Eck
Washington
$241K +$17.2K +391 +8%
RFN
740
Redwood Financial Network
Ohio
$241K +$221K +5,030 New
UM
741
Ulysses Management
New York
$240K +$220K +5,000 New
SB
742
Strategic Blueprint
Georgia
$238K +$219K +4,970 New
ARIS
743
Advanced Research Investment Solutions
California
$238K +$218K +4,960 New
FCB
744
First Command Bank
Texas
$236K
FCFS
745
First Command Financial Services
Texas
$236K
SPIO
746
Seven Post Investment Office
California
$235K +$216K +4,900 New
JWM
747
JGP Wealth Management
Oregon
$235K +$216K +4,898 New
RA
748
RFG Advisory
Alabama
$234K -$2.82K -64 -1%
HGWM
749
Horst & Graben Wealth Management
Oregon
$232K +$213K +4,840 New
PA
750
PFG Advisors
Arizona
$231K +$212K +4,809 New