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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
1226
Proactive Wealth Strategies
Georgia
$320K +$177K +1,350 +100%
Koshinski Asset Management
1227
Koshinski Asset Management
Illinois
$320K -$34.8K -265 -9%
AAS
1228
Annex Advisory Services
Wisconsin
$320K
NWAG
1229
Net Worth Advisory Group
Utah
$320K -$131K -996 -27%
CIS
1230
Custom Index Systems
New York
$320K -$10.5K -80 -3%
BF
1231
Brucke Financial
Indiana
$319K -$142K -1,080 -29%
WA
1232
Wealth Architects
California
$318K +$1.71K +13 +0.5%
GI
1233
GAMCO Investors
Connecticut
$318K
GS
1234
GWN Securities
Florida
$318K +$135K +1,028 +62%
GC
1235
GatePass Capital
Ohio
$317K +$131 +1 +0%
AC
1236
Apella Capital
Connecticut
$316K +$146K +1,114 +86%
ZIM
1237
Zacks Investment Management
Illinois
$314K -$208K -1,584 -37%
KAM
1238
Kazazian Asset Management
Florida
$314K
RhumbLine Advisers
1239
RhumbLine Advisers
Massachusetts
$314K -$16.8K -128 -5%
RSWM
1240
Robertson Stephens Wealth Management
California
$314K +$49.7K +378 +17%
TFA
1241
Toth Financial Advisory
Virginia
$312K -$288K -2,191 -45%
SBWIC
1242
Schaper Benz & Wise Investment Counsel
Wisconsin
$312K -$4.86K -37 -1%
PIA
1243
Petredis Investment Advisors
Pennsylvania
$311K
RCA
1244
Riverview Capital Advisers
Massachusetts
$311K +$44K +335 +15%
TP
1245
Tranquility Partners
Tennessee
$310K
TPWA
1246
Twin Peaks Wealth Advisors
California
$310K -$37.4K -285 -10%
HFAS
1247
Hummer Financial Advisory Services
Illinois
$308K
SSWM
1248
Smith Salley Wealth Management
North Carolina
$306K -$3.02K -23 -0.9%
RBFC
1249
Roman Butler Fullerton & Co
Missouri
$305K +$920 +7 +0.3%
PFWA
1250
Paces Ferry Wealth Advisors
Georgia
$305K -$6.96K -53 -2%