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Name Holding Trade Value Shares
Change
Change in
Stake
BPCA
1001
Bank Pictet & Cie (Asia)
Singapore
$255K +$135K +1,427 +12%
OWA
1002
Outlook Wealth Advisors
Texas
$254K +$221K +2,326 New
GWSG
1003
GPS Wealth Strategies Group
Colorado
$254K +$221K +2,329 New
ICG
1004
InterOcean Capital Group
Tennessee
$254K +$221K +2,333 New
AWA
1005
Arete Wealth Advisors
Illinois
$253K +$215K +2,271 New
AFC
1006
AFT Forsyth & Company
Florida
$253K +$220K +2,320 New
ST
1007
Somerset Trust
Pennsylvania
$253K +$220K +2,321 New
BFA
1008
Beaumont Financial Advisors
Massachusetts
$252K -$53.3K -562 -20%
WT
1009
Washington Trust
Rhode Island
$252K -$5.69K -60 -3%
AWM
1010
AllSquare Wealth Management
New York
$252K +$19K +200 +9%
CAN
1011
Claraphi Advisory Network
United States
$251K +$219K +2,304 New
GAAM
1012
Guinness Atkinson Asset Management
California
$250K +$81.9K +864 +60%
WA
1013
Wealth Architects
California
$247K +$215K +2,262 New
IWC
1014
Integrated Wealth Concepts
Massachusetts
$247K +$215K +2,264 New
CRC
1015
Curi RMB Capital
Illinois
$246K -$115K -1,217 -35%
VOYA Investment Management
1016
VOYA Investment Management
Georgia
$245K -$407K -4,290 -66%
LWM
1017
Lyell Wealth Management
California
$245K +$212K +2,236 New
PP
1018
Paloma Partners
Connecticut
$244K -$4.19M -44,148 -95%
BAS
1019
Brown Advisory Securities
Maryland
$243K -$47.4K -500 -18%
ABA
1020
American Beacon Advisors
Texas
$243K -$40.5K -427 -16%
SA
1021
Strategic Advisors
New York
$241K +$189K +1,991 New
CAGAS
1022
Capital Advisory Group Advisory Services
Minnesota
$240K +$187K +1,972 +876%
RIA
1023
Realta Investment Advisors
Delaware
$240K +$208K +2,198 New
NL
1024
NWAM LLC
Washington
$240K +$209K +2,201 New
SWRP
1025
Summit Wealth & Retirement Planning
California
$240K +$209K +2,205 New