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Name Holding Trade Value Shares
Change
Change in
Stake
FIA
551
Foundations Investment Advisors
Arizona
$453K +$66.4K +811 +17%
PE
552
PCM Encore
Colorado
$451K +$18.3K +224 +4%
CPIG
553
Chicago Partners Investment Group
Illinois
$451K +$24.1K +295 +6%
SC
554
Syon Capital
California
$449K +$66K +806 +17%
PA
555
Pinnacle Associates
New York
$447K +$13.8K +169 +3%
PDL
556
Portfolio Design Labs
California
$444K +$217K +2,651 +95%
MCM
557
Monument Capital Management
Virginia
$443K -$15.6K -191 -3%
OCA
558
OpenArc Corporate Advisory
Georgia
$443K +$168K +2,050 +61%
PCS
559
Personal CFO Solutions
New Jersey
$438K +$73.3K +896 +20%
AFG
560
Atomi Financial Group
New York
$436K -$16.5K -202 -4%
TCWA
561
Turtle Creek Wealth Advisors
Texas
$436K +$24.7K +302 +6%
PWW
562
Pettyjohn Wood & White
Virginia
$435K -$12.3K -150 -3%
ST
563
Sentinel Trust
Texas
$425K – – –
IWA
564
IBEX Wealth Advisors
New Jersey
$423K +$423K +5,172 New
CCA
565
Checchi Capital Advisers
California
$420K +$37.8K +462 +10%
PWMAG
566
Pinnacle Wealth Management Advisory Group
New Jersey
$419K -$573 -7 -0.1%
VIM
567
Vista Investment Management
Pennsylvania
$417K -$2.13K -26 -0.5%
AC
568
AXQ Capital
New Jersey
$415K +$416K +5,076 New
PA
569
Parallel Advisors
California
$415K +$45.4K +555 +12%
OIA
570
OneDigital Investment Advisors
Kansas
$411K +$4.83K +59 +1%
CA
571
Clearstead Advisors
Ohio
$410K -$82.8K -1,011 -17%
RBFC
572
Roman Butler Fullerton & Co
Missouri
$410K – – –
EIA
573
Edgemoor Investment Advisors
Maryland
$408K -$6.96K -85 -2%
SCP
574
Sivia Capital Partners
California
$408K -$28.6K -349 -7%
SL
575
Summitry LLC
California
$401K +$51.3K +627 +15%