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Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
1076
GPS Wealth Strategies Group
Colorado
$294K +$820 +7 +0.3%
PFM
1077
Peak Financial Management
Massachusetts
$294K +$5.86K +50 +2%
IGGA
1078
Iron Gate Global Advisors
Utah
$294K +$63.3K +540 +28%
SC
1079
Sierra Capital
Florida
$293K -$98.7K -842 -26%
ST
1080
Somerset Trust
Pennsylvania
$293K +$9.61K +82 +3%
GSEP
1081
Golden State Equity Partners
California
$293K +$17.2K +147 +6%
AFC
1082
AFT Forsyth & Company
Florida
$290K – – –
WA
1083
Wealth Architects
California
$286K +$11.8K +101 +4%
SCM
1084
SevenOneSeven Capital Management
Pennsylvania
$286K +$62.3K +532 +29%
RFN
1085
RDA Financial Network
Iowa
$284K +$277K +2,366 New
SIMG
1086
Stephens Investment Management Group
Texas
$282K – – –
HR
1087
Hayden Royal
North Carolina
$280K +$24.6K +210 +10%
RIA
1088
Realta Investment Advisors
Delaware
$279K -$2.93K -25 -1%
AWM
1089
AllSquare Wealth Management
New York
$278K – – –
TFA
1090
Toth Financial Advisory
Virginia
$278K +$35.6K +304 +15%
BJL
1091
Brighton Jones LLC
Washington
$278K +$271K +2,317 New
BFO
1092
Boston Family Office
Massachusetts
$276K +$269K +2,300 New
MFS
1093
Mirabella Financial Services
United Kingdom
$275K -$2.75M -23,491 -91%
IWC
1094
Integrated Wealth Concepts
Massachusetts
$274K +$48.2K +411 +22%
AA
1095
Apriem Advisors
California
$271K – – –
MCM
1096
Maryland Capital Management
Maryland
$267K – – –
STA
1097
Summit Trail Advisors
New York
$266K -$15.8K -135 -6%
MFG
1098
Merit Financial Group
Georgia
$266K +$19K +162 +8%
CAAS
1099
Capital Asset Advisory Services
Michigan
$264K -$236K -2,015 -48%
FM
1100
Foster & Motley
Ohio
$264K +$5.27K +45 +2%