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Name Holding Trade Value Shares
Change
Change in
Stake
CW
576
CreativeOne Wealth
Kansas
$271K -$166K -2,475 -39%
SL
577
Summitry LLC
California
$270K +$5.85K +87 +2%
C
578
Certuity
Florida
$270K -$14.8K -221 -5%
WS
579
Wedbush Securities
California
$266K +$255K +3,794 New
CPIG
580
Chicago Partners Investment Group
Illinois
$265K +$254K +3,783 New
AWM
581
Apollon Wealth Management
South Carolina
$265K +$254K +3,780 New
PFM
582
Patton Fund Management
Texas
$262K -$2.55M -37,962 -91%
JWA
583
JFS Wealth Advisors
Pennsylvania
$259K – – –
Envestnet Portfolio Solutions
584
Envestnet Portfolio Solutions
Illinois
$257K -$11.8K -175 -5%
QIM
585
Quest Investment Management
Oregon
$253K +$134 +2 +0.1%
ASN
586
Advisory Services Network
Georgia
$253K -$1.14K -17 -0.5%
FAFN
587
First Affirmative Financial Network
Colorado
$253K +$29.8K +443 +14%
PCG
588
Prosperity Consulting Group
Maryland
$253K +$5.71K +85 +2%
CC
589
Corton Capital
Ontario, Canada
$250K +$240K +3,569 New
GAA
590
Global Assets Advisory
Florida
$246K +$236K +3,511 New
FFG
591
Fortem Financial Group
California
$241K +$232K +3,446 New
CAS
592
Coppell Advisory Solutions
Texas
$234K -$45K -669 -17%
GWAG
593
Garrett Wealth Advisory Group
Texas
$234K -$8.53K -127 -4%
MIM
594
Morningstar Investment Management
Illinois
$233K +$223K +3,326 New
SFS
595
Sowell Financial Services
Arkansas
$233K +$5.11K +76 +2%
HT
596
Headlands Technologies
Illinois
$233K +$222K +3,309 +20,681%
GJWM
597
Gilliland Jeter Wealth Management
Arkansas
$233K – – –
NI
598
Natural Investments
California
$232K +$6.58K +98 +3%
HWA
599
Hilltop Wealth Advisors
North Carolina
$230K +$2.42K +36 +1%
LF
600
LifePlan Financial
Minnesota
$229K -$277K -4,125 -56%