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Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
1551
Comprehensive Financial Consultants Institutional
Indiana
$570K +$56K +175 +12%
WCA
1552
Westover Capital Advisors
Delaware
$569K -$1.71M -5,338 -76%
AWA
1553
Alta Wealth Advisors
Massachusetts
$569K -$13.1K -41 -2%
DWP
1554
Daymark Wealth Partners
Ohio
$568K +$540K +1,687 New
PA
1555
Prossimo Advisors
California
$567K +$539K +1,686 New
VCA
1556
Verdence Capital Advisors
Maryland
$567K -$1.16M -3,626 -68%
GWM
1557
Geneos Wealth Management
Colorado
$566K -$29.1K -91 -5%
H
1558
HoyleCohen
California
$566K -$80.6K -252 -13%
IAS
1559
Insigneo Advisory Services
Florida
$565K +$537K +1,680 New
AT
1560
Arden Trust
Delaware
$565K +$64.6K +202 +14%
DA
1561
Dover Advisors
Virginia
$562K +$534K +1,671 New
PEA
1562
Park Edge Advisors
Ohio
$562K +$534K +1,671 New
KLCM
1563
KG&L Capital Management
Louisiana
$562K -$269K -840 -33%
FNT
1564
First National Trust
Pennsylvania
$561K +$31K +97 +6%
PIA
1565
Pinion Investment Advisors
Kansas
$561K -$174K -545 -25%
EGA
1566
Eagle Global Advisors
Texas
$560K -$52.5K -164 -9%
HWA
1567
Heritage Wealth Advisors
Virginia
$558K -$25.9K -81 -5%
BFEC
1568
Benjamin F. Edwards & Company
Missouri
$557K +$4.16K +13 +0.8%
LCM
1569
Legato Capital Management
California
$555K +$527K +1,649 New
MIP
1570
Marietta Investment Partners
Wisconsin
$555K -$26.2K -82 -5%
WMA
1571
Wealth Management Associates
New Jersey
$551K -$85.1K -266 -14%
DCM
1572
DGS Capital Management
New Jersey
$549K +$259K +811 +99%
CANC
1573
Culbertson A N & Co
Virginia
$549K -$225K -705 -30%
EFL
1574
ERn Financial LLC
Wisconsin
$548K +$26.5K +83 +5%
GFS
1575
GYL Financial Synergies
Connecticut
$547K -$11.2K -35 -2%