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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
451
Capital Investment Advisory Services
North Carolina
$248K +$59.3K +1,326 +30%
ATPW
452
Ashton Thomas Private Wealth
Arizona
$245K -$2.48M -55,564 -91%
VFA
453
Valeo Financial Advisors
Indiana
$244K +$25.4K +568 +11%
IWC
454
Integrated Wealth Concepts
Massachusetts
$242K -$288K -6,450 -53%
HSA
455
HBK Sorce Advisory
Pennsylvania
$242K -$23.6K -528 -9%
PG
456
Patten Group
Tennessee
$241K -$6.84K -153 -3%
RA
457
RFG Advisory
Alabama
$241K +$252K +5,639 New
MWM
458
Meridian Wealth Management
Kentucky
$240K -$54.7K -1,224 -18%
FMI
459
Frec Markets Inc
California
$235K +$12.9K +289 +6%
JFGLC
460
Johnson Financial Group LLC (Colorado)
Colorado
$235K +$246K +5,501 New
SWM
461
SeaCrest Wealth Management
New York
$234K +$13.8K +308 +6%
SF
462
Summit Financial
New Jersey
$232K +$243K +5,447 New
HIP
463
HUB Investment Partners
Texas
$232K +$243K +5,429 New
PCG
464
Prosperity Consulting Group
Maryland
$231K +$134 +3 +0.1%
WAM
465
Weatherly Asset Management
California
$230K -$68.5K -1,533 -22%
BGAI
466
Bruce G. Allen Investments
Colorado
$229K -$30.6K -685 -11%
GT
467
Greenleaf Trust
Michigan
$228K -$40.3K -901 -14%
WCA
468
Whetstone Capital Advisors
Kansas
$227K -$19.9K -445 -8%
AWE
469
Avidian Wealth Enterprises
Texas
$227K -$20.1K -450 -8%
PCS
470
Personal CFO Solutions
New Jersey
$226K -$190K -4,262 -45%
FFN
471
Focus Financial Network
Minnesota
$226K +$19.9K +446 +9%
EWA
472
EP Wealth Advisors
California
$225K +$15.3K +343 +7%
JCM
473
Jacobi Capital Management
Pennsylvania
$224K +$25.5K +571 +12%
LAS
474
Lloyd Advisory Services
Georgia
$224K +$234K +5,244 New
AIIMS
475
Analyst IMS Investment Management Services
Israel
$222K