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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
376
Vanguard Personalized Indexing Management
California
$113K -$22.4K -367 -17%
SFWC
377
Strategic Family Wealth Counselors
New Jersey
$113K
NEPPG
378
New England Professional Planning Group
Rhode Island
$112K
SW
379
SteelPeak Wealth
California
$111K +$15.8K +260 +17%
WWM
380
Western Wealth Management
Colorado
$111K +$111K +1,815 New
CAC
381
Certified Advisory Corp
Florida
$111K +$111K +1,817 New
BRWA
382
B. Riley Wealth Advisors
Florida
$107K +$107K +1,750 New
BFA
383
Beacon Financial Advisory
Ohio
$106K -$14K -229 -12%
IFG
384
Investors Financial Group
Minnesota
$106K -$12.8K -210 -11%
PTC
385
Petrus Trust Company
Texas
$106K +$6.52K +107 +7%
RC
386
RegentAtlantic Capital
New Jersey
$106K +$24.5K +402 +30%
Franklin Resources
387
Franklin Resources
California
$105K -$23K -377 -18%
FWM
388
Frontier Wealth Management
Missouri
$105K -$6.89K -113 -6%
LJAC
389
L.J. Altfest & Co
New York
$105K
GW
390
GW & Wade
Massachusetts
$104K +$30.5K +500 +41%
NICM
391
Neo Ivy Capital Management
New York
$102K -$736K -12,073 -88%
BFC
392
Bedel Financial Consulting
Indiana
$101K +$91.4K +1,500 +980%
EAM
393
Evanson Asset Management
California
$100K +$61 +1 +0.1%
IWC
394
Integrated Wealth Concepts
Massachusetts
$100K +$9.14K +150 +10%
PA
395
Parallel Advisors
California
$99K +$26.8K +440 +37%
MWM
396
MinichMacGregor Wealth Management
New York
$97K -$39.6K -649 -29%
CAM
397
Claret Asset Management
Quebec, Canada
$97K
GCA
398
Genesee Capital Advisors
New York
$97K +$122 +2 +0.1%
PCP
399
Proficio Capital Partners
Massachusetts
$95K +$94.6K +1,552 New
Vontobel Holding
400
Vontobel Holding
Switzerland
$94K -$76.1K -1,249 -45%