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Name Holding Trade Value Shares
Change
Change in
Stake
W
1051
WealthOne
New York
$205K +$173K +1,400 New
WFA
1052
Wellspring Financial Advisors
Ohio
$205K +$173K +1,400 New
LAM
1053
LifePro Asset Management
California
$203K -$19M -154,120 -99%
CFA
1054
Carroll Financial Associates
North Carolina
$203K -$153K -1,240 -47%
FWM
1055
Frontier Wealth Management
Missouri
$203K +$171K +1,390 New
TFA
1056
Toth Financial Advisory
Virginia
$202K – – –
PP
1057
Pacifica Partners
Canada
$202K +$29.6K +240 +21%
DA
1058
Detalus Advisors
Missouri
$202K +$170K +1,380 New
HL
1059
HeadInvest LLC
Maine
$201K +$170K +1,380 New
TFM
1060
TFC Financial Management
Massachusetts
$199K – – –
FPA
1061
First Pacific Advisors
California
$197K +$34.5K +280 +26%
AWM
1062
Accel Wealth Management
Iowa
$191K -$17.3K -140 -10%
SB
1063
Strategic Blueprint
Georgia
$191K +$161K +1,310 New
GWS
1064
Glassman Wealth Services
Virginia
$181K +$14.8K +120 +11%
LFG
1065
Larson Financial Group
Missouri
$177K +$13.6K +110 +10%
CFG
1066
CKW Financial Group
Hawaii
$176K – – –
ADL
1067
Asset Dedication LLC
California
$172K +$83.8K +680 +136%
OSNBOA
1068
Old Second National Bank of Aurora
Illinois
$162K – – –
MPWT
1069
MassMutual Private Wealth & Trust
Connecticut
$162K +$30.8K +250 +29%
RFA
1070
Reilly Financial Advisors
California
$150K -$14.8K -120 -10%
AIC
1071
Archer Investment Corporation
Indiana
$148K +$41.9K +340 +51%
CM
1072
Capula Management
Cayman Islands
$146K -$64.1K -520 -34%
FA
1073
Fortis Advisors
Pennsylvania
$146K – – –
TCOV
1074
Trust Company of Vermont
Vermont
$146K – – –
BCP
1075
Blue Chip Partners
Michigan
$146K +$123K +1,000 New