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Name Holding Trade Value Shares
Change 		Change in
Stake
C
451
Certuity
Florida
$374K -$30.1K -1,118 -8%
BAM
452
Berkshire Asset Management
Pennsylvania
$366K – – –
AWM
453
AE Wealth Management
Kansas
$365K +$94.7K +3,522 +38%
1WA
454
180 Wealth Advisors
Washington
$364K -$23.3K -866 -6%
EW
455
Evoke Wealth
California
$363K +$339K +12,620 New
CC
456
Chicago Capital
Illinois
$363K – – –
SFC
457
SYM Financial Corp
Indiana
$362K +$3.98K +148 +1%
CP
458
Canopy Partners
Ohio
$354K +$21.5K +800 +7%
GRP
459
Global Retirement Partners
California
$353K -$92K -3,421 -22%
AWA
460
Arete Wealth Advisors
Illinois
$351K -$27 -1 -0%
FAFN
461
First Affirmative Financial Network
Colorado
$348K +$7.83K +291 +2%
OWCM
462
One Wealth Capital Management
Arizona
$348K +$17.8K +661 +6%
OWM
463
Opes Wealth Management
California
$344K -$1.34K -50 -0.4%
RA
464
Riversedge Advisors
Delaware
$342K +$28.3K +1,052 +10%
HIP
465
HUB Investment Partners
Texas
$342K +$66.2K +2,462 +26%
SWP
466
Stratos Wealth Partners
Ohio
$342K +$23.5K +874 +8%
FSA
467
Franklin Street Advisors
North Carolina
$336K -$83K -3,085 -21%
CH
468
Cromwell Holdings
Wyoming
$330K – – –
IA
469
Integrity Alliance
Iowa
$329K +$307K +11,425 New
MFA
470
Mayflower Financial Advisors
Massachusetts
$329K +$50.9K +1,893 +20%
AWM
471
Axxcess Wealth Management
California
$328K +$17.7K +660 +6%
BTWM
472
Baker Tilly Wealth Management
Wisconsin
$324K +$6.91K +257 +2%
CIA
473
Concurrent Investment Advisors
Florida
$322K +$14.3K +532 +5%
CWM
474
Connecticut Wealth Management
Connecticut
$322K – – –
AHL
475
Abel Hall LLC
Louisiana
$321K -$2.98K -111 -1%
17 18
19
20 21