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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
951
Regal Investment Advisors
Michigan
$220K -$5.21K -145 -2%
FNBSF
952
First National Bank Sioux Falls
South Dakota
$220K +$221K +6,160 New
CA
953
CoreCap Advisors
Michigan
$219K -$10.1K -282 -4%
HFW
954
Horizon Family Wealth
Illinois
$219K +$221K +6,135 New
CA
955
Clearstead Advisors
Ohio
$217K
MFA
956
Morling Financial Advisors
California
$217K
PWPS
957
Pinnacle Wealth Planning Services
Ohio
$215K -$23.5K -653 -10%
CFGS
958
Concourse Financial Group Securities
Alabama
$215K -$23.2K -644 -10%
BWM
959
Bulltick Wealth Management
Florida
$213K +$40.5K +1,127 +23%
PWM
960
PRW Wealth Management
Massachusetts
$213K -$539 -15 -0.3%
CIAS
961
Capital Investment Advisory Services
North Carolina
$212K +$41.2K +1,146 +24%
CG
962
Colony Group
Massachusetts
$212K +$213K +5,934 New
HSA
963
HBK Sorce Advisory
Pennsylvania
$211K -$291K -8,081 -58%
FCM
964
Fourpath Capital Management
Oklahoma
$210K -$3.81K -106 -2%
UAS
965
United Asset Strategies
New York
$209K +$11.3K +315 +6%
Carson Wealth (CWM LLC)
966
Carson Wealth (CWM LLC)
Nebraska
$209K +$117K +3,264 +127%
SC
967
Sepio Capital
Utah
$208K +$36 +1 +0%
LNWTC
968
Laird Norton Wetherby Trust Company
Washington
$207K +$18.3K +510 +10%
MIC
969
Meridian Investment Counsel
California
$207K +$36K +1,000 +21%
First Manhattan
970
First Manhattan
New York
$204K +$14.4K +400 +8%
EH
971
EMG Holdings
Connecticut
$204K +$205K +5,706 New
CM
972
CastleKnight Management
New York
$203K
LFASL
973
Lugano Financial Advisors SA (LFA)
Switzerland
$201K -$58.2K -1,620 -22%
RFN
974
RDA Financial Network
Iowa
$201K -$23.8K -663 -11%
IWP
975
Icon Wealth Partners
Texas
$201K