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Name Holding Trade Value Shares
Change
Change in
Stake
IPWA
351
International Private Wealth Advisors
California
$273K +$7.06K +64 +3%
CGH
352
Crossmark Global Holdings
Texas
$272K -$133K -1,206 -34%
WSFS
353
Wilmington Savings Fund Society
Delaware
$269K – – –
WIM
354
Westside Investment Management
California
$268K – – –
KWM
355
Kingsview Wealth Management
Oregon
$267K +$258K +2,335 New
KLWA
356
Kelly Lawrence W & Associates
California
$267K – – –
RP
357
Rowlandmiller & Partners
Georgia
$264K -$19.9K -180 -7%
EAM
358
Everstar Asset Management
North Carolina
$260K -$8.94K -81 -3%
PWP
359
Principle Wealth Partners
Connecticut
$260K +$2.76K +25 +1%
MLA
360
My Legacy Advisors
Oregon
$260K +$221 +2 +0.1%
MAS
361
Meeder Advisory Services
Ohio
$258K +$249K +2,256 New
FCCM
362
First City Capital Management
Georgia
$256K +$22.1K +200 +10%
AA
363
Advisory Alpha
Michigan
$254K +$11.3K +102 +5%
RPCONE
364
Retirement Planning Company of New England
Rhode Island
$252K +$8.72K +79 +4%
SPC
365
Sigma Planning Corp
Michigan
$248K -$331 -3 -0.1%
CIBC Private Wealth Group
366
CIBC Private Wealth Group
Georgia
$247K -$1.81M -16,432 -88%
JF
367
Jump Financial
Illinois
$244K +$235K +2,131 New
ECM
368
Everence Capital Management
Indiana
$239K +$231K +2,090 New
SCM
369
Shelton Capital Management
Colorado
$237K -$13.9K -126 -6%
IWA
370
IVC Wealth Advisors
Pennsylvania
$236K +$228K +2,062 New
Focus Partners Wealth
371
Focus Partners Wealth
Massachusetts
$235K +$227K +2,054 New
CPW
372
Crestmont Private Wealth
Texas
$232K +$662 +6 +0.3%
FAIM
373
Financial Advocates Investment Management
Washington
$232K +$8.05K +73 +4%
DAS
374
Diversify Advisory Services
Utah
$231K +$216K +1,958 New
AFG
375
Atomi Financial Group
New York
$229K +$221K +2,000 New