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Name Holding Trade Value Shares
Change
Change in
Stake
SMC
1526
Smith, Moore & Co
Missouri
$641K -$13.2K -180 -2%
III
1527
Independent Investors Inc
New York
$641K -$11.7K -160 -2%
OBWG
1528
Onyx Bridge Wealth Group
New York
$634K -$73.3K -999 -10%
SW
1529
SkyOak Wealth
Michigan
$632K -$73.4K -1,001 -10%
JIR
1530
James Investment Research
Ohio
$632K +$112K +1,526 +21%
CBA
1531
Coastal Bridge Advisors
Connecticut
$631K -$1.31M -17,825 -67%
IFWM
1532
Institute for Wealth Management
Colorado
$629K +$93.9K +1,280 +17%
SEIA
1533
Signature Estate & Investment Advisors
California
$629K -$1.87M -25,449 -74%
XWL
1534
XXI Wealth LLC
Illinois
$629K -$33.3K -454 -5%
IAN
1535
Integrated Advisors Network
Texas
$629K -$50.7K -691 -7%
IA
1536
Integrity Alliance
Iowa
$629K +$112K +1,522 +21%
SOS
1537
Silver Oak Securities
Tennessee
$628K +$638K +8,702 New
HFS
1538
Howard Financial Services
Texas
$628K +$30.9K +421 +5%
UIM
1539
Unified Investment Management
Georgia
$627K +$8.07K +110 +1%
FTUS
1540
Flow Traders U.S.
New York
$626K +$405K +5,518 +175%
1WA
1541
180 Wealth Advisors
Washington
$623K +$18.4K +251 +3%
SFG
1542
SNS Financial Group
Minnesota
$623K +$633K +8,637 New
CCMG
1543
Clark Capital Management Group
Pennsylvania
$622K +$89.3K +1,218 +16%
MIA
1544
MeadowBrook Investment Advisors
Michigan
$622K +$8.43K +115 +1%
CI
1545
Conning Inc
Connecticut
$616K +$54.3K +740 +9%
PWP
1546
Principle Wealth Partners
Connecticut
$616K +$164K +2,242 +36%
CAMG
1547
CWA Asset Management Group
Florida
$616K -$72.2K -985 -10%
BWP
1548
BSW Wealth Partners
Colorado
$616K +$22.5K +307 +4%
SW
1549
Simplicity Wealth
New Jersey
$615K -$468K -6,383 -43%
CG
1550
CFO4Life Group
Texas
$615K -$6.82K -93 -1%