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Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
701
Benjamin F. Edwards & Company
Missouri
$306K -$37.5K -321 -12%
VCP
702
Verus Capital Partners
Arizona
$301K +$23.2K +198 +9%
RFN
703
Redwood Financial Network
Ohio
$296K -$4.45K -38 -2%
CA
704
Cornerstone Advisory
Maryland
$295K
SIG
705
Stonegate Investment Group
Alabama
$292K +$63.4K +542 +31%
GFP
706
Gryphon Financial Partners
Ohio
$292K +$267K +2,280 New
VT
707
Vise Technologies
New York
$292K +$28K +239 +12%
MCA
708
Millennium Capital Advisors
Arkansas
$291K -$234 -2 -0.1%
ASFA
709
All Season Financial Advisors
Colorado
$289K +$45.6K +390 +21%
OAM
710
Ostrum Asset Management
France
$289K +$117 +1 +0%
SWM
711
Shelton Wealth Management
Texas
$283K +$50.8K +434 +24%
CC
712
Cornerstone Capital
California
$283K
TA
713
Tactive Advisors
Florida
$282K +$5.85K +50 +2%
CA
714
CoreCap Advisors
Michigan
$282K +$257K +2,200 New
AI
715
Accredited Investors
Minnesota
$281K +$9.94K +85 +4%
JFGIW
716
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$279K -$3.51K -30 -1%
DAM
717
Draper Asset Management
New York
$277K +$252K +2,158 New
TCM
718
Triumph Capital Management
Colorado
$274K +$250K +2,141 New
IFWM
719
Institute for Wealth Management
Colorado
$274K +$22.1K +189 +10%
SM
720
Sweeney & Michel
California
$273K -$5.38K -46 -2%
OPWM
721
Oxinas Partners Wealth Management
Indiana
$272K -$140K -1,200 -36%
HTC
722
Haverford Trust Company
Pennsylvania
$270K +$33.5K +286 +16%
AF
723
Allworth Financial
California
$270K +$45.9K +392 +23%
AAS
724
Avantax Advisory Services
Texas
$265K -$57.8K -494 -19%
OPW
725
Oxler Private Wealth
New York
$265K -$497K -4,252 -67%