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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
476
Strait & Sound Wealth Management
California
$262K
FIA
477
Foundations Investment Advisors
Arizona
$261K -$716 -8 -0.3%
BBA
478
BLB&B Advisors
Pennsylvania
$259K
ASN
479
Advisory Services Network
Georgia
$259K +$260K +2,904 New
PCM
480
Permanent Capital Management
Illinois
$259K +$260K +2,903 New
DWM
481
Drive Wealth Management
Utah
$258K +$4.21K +47 +2%
MW
482
Marcum Wealth
Ohio
$257K +$6.63K +74 +3%
LMKC
483
L.M. Kohn & Company
Ohio
$252K
PI
484
PFG Investments
New York
$252K +$253K +2,826 New
SB
485
Simmons Bank
Arkansas
$251K -$5.91K -66 -2%
EFA
486
Edge Financial Advisors
Illinois
$249K +$1.88K +21 +0.8%
CPC
487
CFC Planning Company
Indiana
$248K +$250K +2,787 New
CSIC
488
Clifford Swan Investment Counsel
California
$245K
BIAS
489
Beacon Investment Advisory Services
New Jersey
$245K -$147K -1,641 -37%
VT
490
Vise Technologies
New York
$244K +$245K +2,732 New
CGL
491
Clarius Group LLC
Washington
$243K +$896 +10 +0.4%
CFO
492
CVA Family Office
Colorado
$242K +$26.2K +292 +12%
CI
493
Cigna Investments
Connecticut
$242K
AA
494
Armis Advisers
Georgia
$239K +$240K +2,683 New
VFA
495
Valeo Financial Advisors
Indiana
$238K +$239K +2,674 New
PAG
496
Private Advisor Group
New Jersey
$236K -$93.1K -1,040 -28%
Kovitz Investment Group Partners
497
Kovitz Investment Group Partners
Illinois
$232K +$233K +2,598 New
PAG
498
Powers Advisory Group
Illinois
$231K +$716 +8 +0.3%
DSA
499
Droms Strauss Advisors
Missouri
$229K
LFA
500
Legacy Financial Advisors
Kentucky
$227K +$3.67K +41 +2%