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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1176
WealthPLAN Partners
Nebraska
$221K – – –
BCWM
1177
Bartlett & Co Wealth Management
Ohio
$220K -$31.7K -291 -11%
BA
1178
Ballast Advisors
Minnesota
$220K +$26.7K +245 +12%
ATFA
1179
All Terrain Financial Advisors
Minnesota
$220K -$3.27K -30 -1%
ACM
1180
Aspen Capital Management
Idaho
$220K +$251K +2,300 New
PWPS
1181
Pinnacle Wealth Planning Services
Ohio
$219K +$2.4K +22 +1%
MWM
1182
Modera Wealth Management
New Jersey
$219K – – –
SF
1183
Seros Financial
Arizona
$218K +$249K +2,281 New
ACM
1184
Advisors Capital Management
New Jersey
$217K +$30K +275 +14%
MSWM
1185
McGlone Suttner Wealth Management
Wisconsin
$217K – – –
Koshinski Asset Management
1186
Koshinski Asset Management
Illinois
$216K +$29.9K +274 +14%
PFG
1187
Prosperity Financial Group
California
$216K -$5.45K -50 -2%
DWM
1188
Drive Wealth Management
Utah
$216K +$21.9K +201 +10%
MCIA
1189
Mountain Capital Investment Advisors
Colorado
$215K +$16.7K +153 +7%
FCH
1190
Freestone Capital Holdings
Washington
$215K -$20.3K -186 -8%
SA
1191
Sovran Advisors
California
$215K +$280K +2,565 New
WFC
1192
Western Financial Corp
California
$214K -$327 -3 -0.1%
SAI
1193
Savvy Advisors Inc
New York
$214K -$158K -1,448 -39%
APW
1194
Austin Private Wealth
Texas
$214K – – –
MW
1195
Maia Wealth
Colorado
$213K +$5.12K +47 +2%
FNC
1196
First National Corp
Massachusetts
$213K – – –
NAS
1197
NWF Advisory Services
California
$212K -$209K -1,919 -46%
IA
1198
Integrity Alliance
Iowa
$211K +$241K +2,213 New
T
1199
TrueFG
Texas
$211K – – –
BT
1200
Banque Transatlantique
France
$210K -$217K -1,995 -48%