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Name Holding Trade Value Shares
Change
Change in
Stake
IFG
676
Independent Financial Group
California
$233K +$205K +1,129 New
WAP
677
Wealthcare Advisory Partners
Pennsylvania
$231K +$204K +1,120 New
1WA
678
180 Wealth Advisors
Washington
$229K +$202K +1,109 New
FHA
679
Flagship Harbor Advisors
Massachusetts
$228K +$201K +1,103 New
WWC
680
Waypoint Wealth Counsel
Georgia
$228K -$403K -2,214 -67%
Lido Advisors
681
Lido Advisors
California
$226K +$199K +1,096 New
AGC
682
Aspen Grove Capital
Colorado
$226K +$199K +1,092 New
AIM
683
Aspen Investment Management
Michigan
$222K +$196K +1,077 New
GCS
684
Gordian Capital (Singapore)
Singapore
$221K
SWM
685
Sendero Wealth Management
Texas
$220K -$529K -2,910 -73%
HNB
686
Huntington National Bank
Ohio
$220K -$2.37K -13 -1%
CCA
687
Checchi Capital Advisers
California
$216K +$190K +1,047 New
IAIM
688
International Assets Investment Management
Florida
$216K +$190K +1,045 New
PGFC
689
Peapack-Gladstone Financial Corp
New Jersey
$215K +$189K +1,040 New
SAMT
690
Select Asset Management & Trust
Pennsylvania
$215K +$190K +1,043 New
TFS
691
Thoroughbred Financial Services
Tennessee
$213K +$188K +1,031 New
PTC
692
Petrus Trust Company
Texas
$211K +$186K +1,022 New
IAA
693
Independent Advisor Alliance
North Carolina
$210K +$185K +1,019 New
GDP
694
Great Diamond Partners
Maine
$210K +$185K +1,017 New
BAM
695
Bayshore Asset Management
Florida
$210K +$185K +1,016 New
DADC
696
D.A. Davidson & Co
Montana
$210K -$108K -594 -37%
OTPPB
697
Ontario Teachers' Pension Plan Board
Ontario, Canada
$207K +$182K +1,003 New
AS
698
AM Squared
Hong Kong
$207K -$36.4K -200 -17%
SWA
699
SOA Wealth Advisors
New York
$207K
AWP
700
Ascent Wealth Partners
New York
$207K +$182K +1,000 New