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Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
1626
Financial Advocates Investment Management
Washington
$878K -$25.4K -214 -3%
PMG
1627
ProVise Management Group
Florida
$877K -$5.92K -50 -0.7%
CAM
1628
Campion Asset Management
Virginia
$877K +$867K +7,320 New
CAAS
1629
Capital Asset Advisory Services
Michigan
$876K +$867K +7,314 New
RWP
1630
Ridgecrest Wealth Partners
California
$874K +$864K +7,295 New
YIA
1631
YHB Investment Advisors
Connecticut
$871K -$11.3K -95 -1%
LWAM
1632
Legacy Wealth Asset Management
Minnesota
$871K +$11.3K +95 +1%
SP
1633
Successful Portfolios
Florida
$869K
GHA
1634
GW Henssler & Associates
Georgia
$868K -$21.6M -182,157 -96%
Wealth Enhancement Advisory Services
1635
Wealth Enhancement Advisory Services
Minnesota
$866K +$90K +760 +12%
CA
1636
Calton & Associates
Florida
$865K -$106K -894 -11%
PI
1637
PFS Investments
Georgia
$864K +$213K +1,797 +33%
PCP
1638
Proficio Capital Partners
Massachusetts
$864K +$235K +1,980 +38%
MIAS
1639
Mason Investment Advisory Services
Virginia
$860K
SWA
1640
SFMG Wealth Advisors
Texas
$860K -$13.4K -113 -2%
WPA
1641
Winning Points Advisors
Florida
$860K +$29.6K +250 +4%
WAS
1642
Wealth Advisory Solutions
Indiana
$860K +$575K +4,856 +209%
FWM
1643
Frontier Wealth Management
Missouri
$859K -$382K -3,222 -31%
HC
1644
Hamilton Capital
Ohio
$859K -$50.5K -426 -6%
KMWM
1645
Keudell/Morrison Wealth Management
Oregon
$859K +$27.3K +230 +3%
MWA
1646
Meridian Wealth Advisors
Texas
$856K -$30.2K -255 -3%
LBC
1647
Lawrence B. Cohen
$850K -$61K -515 -7%
RIA
1648
Realta Investment Advisors
Delaware
$846K -$40.5K -342 -5%
PC
1649
Prairiewood Capital
North Dakota
$845K
CFA
1650
Camarda Financial Advisors
Florida
$844K +$46.8K +395 +6%