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Name Holding Trade Value Shares
Change
Change in
Stake
YWS
1101
Yarger Wealth Strategies
Ohio
$505K +$1.63K +12 +0.4%
QAM
1102
Q3 Asset Management
Michigan
$504K +$460K +3,392 New
OFG
1103
Oxford Financial Group
Indiana
$504K -$949 -7 -0.2%
SA
1104
Sovran Advisors
California
$503K +$678 +5 +0.2%
CIA
1105
Choate Investment Advisors
Massachusetts
$502K +$15.5K +114 +3%
APW
1106
Aventura Private Wealth
Florida
$502K +$15.9K +117 +4%
PFM
1107
Potomac Fund Management
Florida
$502K +$46.5K +343 +11%
Financial Engines Advisors
1108
Financial Engines Advisors
California
$501K +$119K +880 +35%
RWA
1109
Redhawk Wealth Advisors
Minnesota
$500K -$20.3K -150 -4%
RIM
1110
Rakuten Investment Management
Japan
$499K +$1.92M +14,164 New
VHAM
1111
Van Hulzen Asset Management
California
$497K -$2.71K -20 -0.6%
EFL
1112
ERn Financial LLC
Wisconsin
$497K +$6.91K +51 +2%
VW
1113
Vance Wealth
California
$496K -$150K -1,108 -25%
HFP
1114
Holistic Financial Partners
Indiana
$493K +$40.7K +300 +10%
KP
1115
Keel Point
Alabama
$492K +$5.02K +37 +1%
TWM
1116
Trueblood Wealth Management
Ohio
$492K
CA
1117
CoreCap Advisors
Michigan
$492K +$116K +857 +35%
CFG
1118
Cooper Financial Group
California
$492K +$449K +3,310 New
TCA
1119
Trifecta Capital Advisors
Illinois
$490K
DI
1120
Diligent Investors
California
$489K +$62K +457 +16%
GFPC
1121
Global Financial Private Client
Florida
$486K
HCM
1122
Hollencrest Capital Management
California
$486K +$73.5K +542 +20%
LJAC
1123
L.J. Altfest & Co
New York
$485K -$11K -81 -2%
VCM
1124
Virtue Capital Management
Tennessee
$485K +$292K +2,152 New
APW
1125
Acima Private Wealth
Virginia
$483K