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Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
2101
GPS Wealth Strategies Group
Colorado
$173K -$16.9K -994 -8%
JWCA
2102
J.W. Coons Advisors
Ohio
$173K -$2.44K -143 -1%
CPC
2103
Consolidated Planning Corp
Georgia
$172K +$184K +10,810 New
TIM
2104
Tortoise Investment Management
New York
$172K +$34.1K +2,000 +23%
PA
2105
Perennial Advisors
New York
$172K
IIA
2106
Integral Investment Advisors
California
$172K -$1.77K -104 -1%
CW
2107
CIC Wealth
Maryland
$172K +$183K +10,765 New
IGGA
2108
Iron Gate Global Advisors
Utah
$172K +$358 +21 +0.2%
FC
2109
Forte Capital
New York
$172K +$183K +10,754 New
PFA
2110
Pettinga Financial Advisors
Indiana
$171K -$26.4K -1,551 -13%
NSAM
2111
North Star Asset Management
Wisconsin
$171K -$1.11K -65 -0.6%
LFA
2112
Landmark Financial Advisors
Kentucky
$171K +$183K +10,724 New
ARC
2113
Advisor Resource Council
Texas
$171K -$531K -31,186 -74%
KLCM
2114
KG&L Capital Management
Louisiana
$171K -$24.5K -1,436 -12%
ITIM
2115
Indiana Trust & Investment Management
Indiana
$171K
MA
2116
MKT Advisors
California
$170K -$55.2K -3,241 -22%
CWA
2117
CJM Wealth Advisers
Virginia
$170K +$182K +10,661 New
LIM
2118
Lathrop Investment Management
Arkansas
$170K +$749 +44 +0.4%
MFT
2119
Moisand Fitzgerald Tamayo
Florida
$169K +$34 +2 +0%
CJFS
2120
Coulter & Justus Financial Services
Tennessee
$169K +$8.86K +520 +5%
REMPR
2121
Roof Eidam Maycock Peralta (REMP)
California
$168K
EBT
2122
Enterprise Bank & Trust
Massachusetts
$168K +$180K +10,546 New
DFCM
2123
Dark Forest Capital Management
Puerto Rico
$168K -$7.05K -414 -4%
CAS
2124
Coppell Advisory Solutions
Texas
$168K +$179K +10,491 New
AWC
2125
Adamsbrown Wealth Consultants
Kansas
$168K +$1.35K +79 +0.8%