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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
676
EverSource Wealth Advisors
Alabama
$720K +$150K +675 +25%
MA
677
Mutual Advisors
Nebraska
$718K -$155K -698 -17%
NWAG
678
Net Worth Advisory Group
Utah
$714K -$62.4K -281 -8%
PCG
679
Prosperity Consulting Group
Maryland
$710K +$2.22K +10 +0.3%
IFS
680
Ifrah Financial Services
Arkansas
$706K -$19.3K -87 -3%
CFP
681
Catalyst Financial Partners
Massachusetts
$702K +$256K +1,153 +54%
CF
682
Calder Financial
Pennsylvania
$700K -$32K -144 -4%
BHC
683
Bull Harbor Capital
Maryland
$699K +$725K +3,263 New
FB
684
Fulton Bank
Pennsylvania
$695K -$4K -18 -0.6%
PA
685
Parallel Advisors
California
$694K +$64.2K +289 +10%
SF
686
Summit Financial
New Jersey
$692K +$38.2K +172 +6%
DADC
687
D.A. Davidson & Co
Montana
$690K -$11.1K -50 -2%
GWMR
688
GC Wealth Management RIA
Massachusetts
$689K +$199K +894 +39%
MSFS
689
Main Street Financial Solutions
Pennsylvania
$688K -$351K -1,580 -33%
SWP
690
Sagespring Wealth Partners
Tennessee
$674K +$96K +432 +16%
UFF
691
USA Financial Formulas
Michigan
$673K +$422K +1,901 +153%
JJBC
692
James J. Burns & Company
New York
$669K +$693K +3,120 New
Envestnet Portfolio Solutions
693
Envestnet Portfolio Solutions
Illinois
$654K -$280K -1,258 -29%
ISS
694
Intesa Sanpaolo SpA.
Italy
$652K +$189K +850 +39%
SCP
695
Sivia Capital Partners
California
$651K +$215K +966 +47%
FCP
696
Fidelis Capital Partners
Florida
$645K -$1.56K -7 -0.2%
SIC
697
Shoker Investment Counsel
Ohio
$643K
WT
698
Whittier Trust
California
$643K -$29.3K -132 -4%
TVPW
699
Third View Private Wealth
Connecticut
$636K +$39.6K +178 +6%
AA
700
Advisory Alpha
Michigan
$634K +$83.3K +375 +15%