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Name Holding Trade Value Shares
Change
Change in
Stake
C
851
Certuity
Florida
$211K -$94.3K -415 -30%
PCS
852
Personal CFO Solutions
New Jersey
$211K -$488K -2,146 -69%
GSC
853
Ground Swell Capital
South Carolina
$210K -$68.2K -300 -24%
KP
854
Keel Point
Alabama
$209K +$222K +975 New
DWM
855
Diversify Wealth Management
Utah
$209K -$205K -904 -46%
WIM
856
Westside Investment Management
California
$209K
WSWA
857
Warren Street Wealth Advisors
California
$209K +$2.5K +11 +1%
BRWA
858
B. Riley Wealth Advisors
Florida
$208K -$59.5K -262 -21%
KCM
859
KRS Capital Management
Michigan
$206K
IF
860
IRON Financial
Illinois
$206K -$1.82K -8 -0.8%
JFGIW
861
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$205K -$27.9K -123 -11%
MG
862
Mather Group
Illinois
$205K +$95.2K +419 +78%
QP
863
Quilter Plc
United Kingdom
$204K
SS
864
Sunbelt Securities
Texas
$204K +$8.18K +36 +4%
Koshinski Asset Management
865
Koshinski Asset Management
Illinois
$203K +$215K +947 New
IWC
866
Integrated Wealth Concepts
Massachusetts
$202K -$615K -2,705 -74%
VCA
867
Verdence Capital Advisors
Maryland
$201K -$480K -2,111 -69%
SWM
868
SeaCrest Wealth Management
New York
$200K -$12.5K -55 -5%
VF
869
Vest Financial
Virginia
$200K +$212K +932 New
HIA
870
Harbor Investment Advisory
Maryland
$200K -$235K -1,034 -53%
DZ Bank
871
DZ Bank
Germany
$186K -$416K -1,829 -68%
CSC
872
Caldwell Sutter Capital
California
$184K
SS
873
SBI Securities
Japan
$176K +$27.7K +122 +18%
WT
874
Whittier Trust
California
$169K -$95.2K -419 -34%
QWM
875
Quaker Wealth Management
New Jersey
$162K -$2.5K -11 -1%