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Name Holding Trade Value Shares
Change
Change in
Stake
SIMG
1001
Stephens Investment Management Group
Texas
$256K – – –
BPCA
1002
Bank Pictet & Cie (Asia)
Singapore
$255K +$135K +1,427 +12%
OWA
1003
Outlook Wealth Advisors
Texas
$254K +$221K +2,326 New
GWSG
1004
GPS Wealth Strategies Group
Colorado
$254K +$221K +2,329 New
ICG
1005
InterOcean Capital Group
Tennessee
$254K +$221K +2,333 New
AWA
1006
Arete Wealth Advisors
Illinois
$253K +$215K +2,271 New
AFC
1007
AFT Forsyth & Company
Florida
$253K +$220K +2,320 New
ST
1008
Somerset Trust
Pennsylvania
$253K +$220K +2,321 New
BFA
1009
Beaumont Financial Advisors
Massachusetts
$252K -$53.3K -562 -20%
WT
1010
Washington Trust
Rhode Island
$252K -$5.69K -60 -3%
AWM
1011
AllSquare Wealth Management
New York
$252K +$19K +200 +9%
CAN
1012
Claraphi Advisory Network
United States
$251K +$219K +2,304 New
GAAM
1013
Guinness Atkinson Asset Management
California
$250K +$81.9K +864 +60%
WA
1014
Wealth Architects
California
$247K +$215K +2,262 New
IWC
1015
Integrated Wealth Concepts
Massachusetts
$247K +$215K +2,264 New
CRC
1016
Curi RMB Capital
Illinois
$246K -$115K -1,217 -35%
VOYA Investment Management
1017
VOYA Investment Management
Georgia
$245K -$407K -4,290 -66%
LWM
1018
Lyell Wealth Management
California
$245K +$212K +2,236 New
PP
1019
Paloma Partners
Connecticut
$244K -$4.19M -44,148 -95%
BAS
1020
Brown Advisory Securities
Maryland
$243K -$47.4K -500 -18%
ABA
1021
American Beacon Advisors
Texas
$243K -$40.5K -427 -16%
SA
1022
Strategic Advisors
New York
$241K +$189K +1,991 New
CAGAS
1023
Capital Advisory Group Advisory Services
Minnesota
$240K +$187K +1,972 +876%
RIA
1024
Realta Investment Advisors
Delaware
$240K +$208K +2,198 New
NL
1025
NWAM LLC
Washington
$240K +$209K +2,201 New