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Name Holding Trade Value Shares
Change
Change in
Stake
HFP
901
Holistic Financial Partners
Indiana
$260K +$21.7K +275 +9%
TCWM
902
Total Clarity Wealth Management
Illinois
$259K -$9.88K -125 -4%
STA
903
Summit Trail Advisors
New York
$259K +$24K +304 +10%
DA
904
Detalus Advisors
Missouri
$258K
NWMG
905
National Wealth Management Group
Ohio
$258K -$27.6K -350 -9%
ZIM
906
Zacks Investment Management
Illinois
$257K +$14.9K +188 +6%
TA
907
TFB Advisors
Kansas
$256K +$58.6K +742 +26%
TWM
908
Tradition Wealth Management
Minnesota
$256K +$104K +1,315 +66%
SGI
909
Summit Global Investments
Utah
$255K +$261K +3,303 New
KWA
910
Kingswood Wealth Advisors
California
$254K -$74.1K -938 -22%
BFA
911
Bright Financial Advisors
Michigan
$252K +$279K +3,530 New
WAM
912
Worth Asset Management
Texas
$251K -$75.8K -960 -23%
RWA
913
Redhawk Wealth Advisors
Minnesota
$250K +$8.06K +102 +3%
BBHC
914
Brown Brothers Harriman & Co
New York
$250K +$10.8K +137 +4%
FAFN
915
First Affirmative Financial Network
Colorado
$249K +$255K +3,233 New
DI
916
Diligent Investors
California
$249K +$3.95K +50 +2%
Tudor Investment Corp
917
Tudor Investment Corp
Connecticut
$249K +$255K +3,229 New
LFG
918
Larson Financial Group
Missouri
$249K +$206K +2,611 +428%
FSA
919
Fort Sheridan Advisors
Illinois
$248K
AWP
920
Ascent Wealth Partners
New York
$247K -$1.67M -21,135 -87%
Jones Financial Companies
921
Jones Financial Companies
Missouri
$246K +$223K +2,828 +788%
CAM
922
Cidel Asset Management
Ontario, Canada
$245K -$66.2M -837,949 -100%
MFG
923
Mainsail Financial Group
Washington
$245K
FC
924
Forte Capital
New York
$244K
GSIAS
925
Garden State Investment Advisory Services
New Jersey
$243K -$122K -1,550 -33%