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Name Holding Trade Value Shares
Change
Change in
Stake
PWSG
1876
Pacific Wealth Strategies Group
California
$1.68M +$10.1K +25 +0.7%
LC
1877
Lavelle Capital
California
$1.67M -$222K -547 -14%
CPA
1878
Cardiff Park Advisors
California
$1.67M +$39K +96 +3%
RFA
1879
Resurgent Financial Advisors
Georgia
$1.66M +$44.6K +110 +3%
BCG
1880
BayBridge Capital Group
California
$1.66M -$1.23M -3,024 -46%
Financial Engines Advisors
1881
Financial Engines Advisors
California
$1.66M +$158K +390 +13%
T
1882
Tableaux
Massachusetts
$1.66M -$17.9K -44 -1%
BWM
1883
BKM Wealth Management
Wisconsin
$1.66M +$11.4K +28 +0.8%
IWAO
1884
Independence Wealth Advisors (Ohio)
Ohio
$1.65M -$153K -378 -10%
KWMG
1885
King Wealth Management Group
Florida
$1.64M -$192K -474 -12%
DBFM
1886
Dickmeyer Boyce Financial Management
Indiana
$1.64M -$46.3K -114 -3%
PBK
1887
Peoples Bank (Kansas)
Kansas
$1.64M +$3.65K +9 +0.3%
EV
1888
EJMK Ventures
Illinois
$1.64M +$194K +478 +16%
YWS
1889
Yarger Wealth Strategies
Ohio
$1.63M +$12.2K +30 +0.8%
AI
1890
AdvisorShares Investments
Maryland
$1.63M -$176K -433 -11%
HC
1891
Hara Capital
Washington
$1.63M
SMC
1892
Smith, Moore & Co
Missouri
$1.63M -$118K -292 -8%
SC
1893
Summa Corp
Texas
$1.62M -$81.2K -200 -6%
SAW
1894
Signal Advisors Wealth
Michigan
$1.62M +$681K +1,678 +97%
SC
1895
Sepio Capital
Utah
$1.62M -$3.38M -8,337 -71%
CTC
1896
Cetera Trust Company
Minnesota
$1.61M
ESB
1897
Essex Savings Bank
Connecticut
$1.61M +$187K +462 +16%
C1AG
1898
Client 1st Advisory Group
Florida
$1.61M
WCFA
1899
Walkner Condon Financial Advisors
Wisconsin
$1.61M +$131K +322 +11%
RMP
1900
Richards, Merrill & Peterson
Washington
$1.61M -$36.5K -90 -3%