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Name Holding Trade Value Shares
Change
Change in
Stake
IFP Advisors
901
IFP Advisors
Florida
$592K +$393K +3,603 +170%
GWP
902
Gen-Wealth Partners
Michigan
$588K +$3.93K +36 +0.6%
CI
903
Cigna Investments
Connecticut
$588K -$6.21K -57 -1%
BPFA
904
Barnes Pettey Financial Advisors
Mississippi
$586K – – –
Plancorp LLC
905
Plancorp LLC
Missouri
$586K +$7.09K +65 +1%
SW
906
SkyOak Wealth
Michigan
$586K – – –
FHA
907
Flagship Harbor Advisors
Massachusetts
$583K +$47.4K +435 +8%
Pure Financial Advisors
908
Pure Financial Advisors
California
$583K -$327 -3 -0.1%
Harbour Investments
909
Harbour Investments
Wisconsin
$582K +$22.2K +204 +4%
Loring Wolcott & Coolidge Fiduciary Advisors
910
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$581K – – –
APW
911
Austin Private Wealth
Texas
$573K +$5.78K +53 +1%
WCA
912
Westover Capital Advisors
Delaware
$569K – – –
DP
913
Dearborn Partners
Illinois
$569K -$3.82K -35 -0.6%
FCFC
914
First Citizens Financial Corp
Iowa
$564K – – –
Vaughan David Investments
915
Vaughan David Investments
Illinois
$563K -$10.9K -100 -2%
WBWA
916
William B. Walkup & Associates
South Carolina
$559K +$45.8K +420 +8%
VFM
917
Vision Financial Markets
Connecticut
$559K +$589K +5,400 New
FFP
918
FourThought Financial Partners
Florida
$558K +$588K +5,391 New
RNC Capital Management
919
RNC Capital Management
California
$558K -$1.85K -17 -0.3%
PTB
920
Pioneer Trust Bank
Oregon
$558K – – –
IAS
921
Investment Advisory Services
Texas
$557K – – –
Centiva Capital
922
Centiva Capital
New York
$553K -$1.12M -10,254 -66%
IWN
923
Independent Wealth Network
Iowa
$551K -$13.7K -126 -2%
TCBWMS
924
Texas Capital Bank Wealth Management Services
Texas
$549K -$101K -927 -15%
Smith Salley Wealth Management
925
Smith Salley Wealth Management
North Carolina
$547K -$6.65K -61 -1%