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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1001
Stonebridge Financial Group
California
$307K +$301K +1,937 New
WFA
1002
WestHill Financial Advisors
California
$305K -$931 -6 -0.3%
PWG
1003
Portside Wealth Group
Utah
$305K +$17.7K +114 +6%
LAM
1004
L2 Asset Management
Massachusetts
$304K -$427K -2,753 -59%
UB
1005
UMB Bank
Missouri
$303K -$16.1K -104 -5%
WAAG
1006
Wealth Alliance Advisory Group
Kansas
$303K +$776 +5 +0.3%
SCM
1007
Saba Capital Management
New York
$303K +$296K +1,908 New
JCM
1008
J2 Capital Management
Michigan
$302K -$123K -796 -30%
CFM
1009
Catalyst Funds Management
Australia
$301K +$295K +1,900 New
JIC
1010
Johnson Investment Counsel
Ohio
$300K +$14.6K +94 +5%
AO
1011
Advisor OS
Illinois
$299K +$18.9K +122 +7%
SC
1012
Syon Capital
California
$299K +$20.9K +135 +8%
GCM
1013
Gables Capital Management
Florida
$297K
AFP
1014
Ausdal Financial Partners
Iowa
$296K +$60.5K +390 +26%
AWA
1015
Aaron Wealth Advisors
Illinois
$292K -$77.6K -500 -21%
Envestnet Portfolio Solutions
1016
Envestnet Portfolio Solutions
Illinois
$290K +$46.2K +298 +19%
LWM
1017
LeConte Wealth Management
Tennessee
$289K -$69.5K -448 -20%
GWM
1018
Geneos Wealth Management
Colorado
$287K +$159K +1,028 +131%
CIA
1019
Capital Investment Advisors
Georgia
$287K +$280K +1,808 New
SIS
1020
Sound Income Strategies
Florida
$287K +$127K +816 +82%
PWP
1021
Precedent Wealth Partners
Texas
$286K +$25.1K +162 +10%
BS
1022
Banco Santander
Spain
$286K +$280K +1,802 New
CWA
1023
Capital Wealth Alliance
Arizona
$282K +$276K +1,778 New
MWA
1024
MN Wealth Advisors
Kansas
$282K +$275K +1,775 New
AWM
1025
Adams Wealth Management
Utah
$282K +$46.9K +302 +21%