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Name Holding Trade Value Shares
Change
Change in
Stake
IMOV
1051
Investment Management of Virginia
Virginia
$417K -$35.9K -200 -9%
FFP
1052
FourThought Financial Partners
Florida
$416K -$73K -407 -16%
IFG
1053
Independent Financial Group
California
$415K +$377K +2,105 New
AIA
1054
Alera Investment Advisors
Illinois
$415K +$3.94K +22 +1%
CCG
1055
Capital CS Group
California
$414K +$376K +2,100 New
AC
1056
ASB Consultores
Florida
$414K -$48.6K -271 -11%
9WM
1057
9258 Wealth Management
Ohio
$414K +$6.63K +37 +2%
BCM
1058
Brookstone Capital Management
Illinois
$412K +$22.2K +124 +6%
FRA
1059
Frank Rimerman Advisors
California
$412K – – –
DBT
1060
Dubuque Bank & Trust
Iowa
$409K -$11.5K -64 -3%
MCCP
1061
Mission Creek Capital Partners
California
$405K -$209K -1,166 -36%
IWM
1062
IHT Wealth Management
Illinois
$404K +$75.7K +422 +26%
1SB
1063
1ST Source Bank
Indiana
$404K -$4.3K -24 -1%
SW
1064
Solidarity Wealth
Utah
$403K +$366K +2,044 New
ClearBridge Investments
1065
ClearBridge Investments
New York
$402K -$1.25K -7 -0.3%
HL
1066
HeadInvest LLC
Maine
$402K -$18.1K -101 -5%
CF
1067
Centaurus Financial
California
$400K +$363K +2,027 New
LFAS
1068
Level Four Advisory Services
Texas
$398K +$91.8K +512 +34%
EWA
1069
EP Wealth Advisors
California
$396K +$15.4K +86 +4%
RC
1070
RBF Capital
California
$394K – – –
CA
1071
Centerpoint Advisors
Massachusetts
$394K -$17.9K -100 -5%
SWM
1072
SeaCrest Wealth Management
New York
$390K -$2.51K -14 -0.7%
AFM
1073
Andesa Financial Management
Pennsylvania
$389K +$316K +1,764 New
LSPW
1074
Lake Street Private Wealth
Illinois
$388K +$3.94K +22 +1%
EWA
1075
EverSource Wealth Advisors
Alabama
$387K -$39.6K -221 -10%