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Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
1601
First Affirmative Financial Network
Colorado
$904K +$86.3K +291 +9%
W
1602
Wealthquest
Ohio
$903K -$54.9K -185 -5%
PWS
1603
Proactive Wealth Strategies
Georgia
$903K +$8.01K +27 +0.8%
PWA
1604
Provenance Wealth Advisors
Florida
$903K +$877K +2,956 +582%
DFCM
1605
Dark Forest Capital Management
Puerto Rico
$902K +$258K +871 +34%
AFS
1606
Access Financial Services
Minnesota
$902K -$34.7K -117 -3%
VFA
1607
Voya Financial Advisors
Connecticut
$899K -$19K -64 -2%
KWA
1608
Kingswood Wealth Advisors
California
$898K -$1.33M -4,499 -57%
MFS
1609
Mattson Financial Services
Michigan
$897K -$354K -1,194 -30%
MA
1610
MONECO Advisors
Connecticut
$896K +$259K +872 +34%
FC
1611
Forte Capital
New York
$895K -$109K -367 -10%
DG
1612
DMC Group
Alabama
$893K -$1.48K -5 -0.1%
HFRG
1613
Houlihan Financial Resource Group
Virginia
$890K -$26.7K -90 -3%
TPW
1614
Transatlantique Private Wealth
New York
$881K -$26.1K -88 -3%
HAM
1615
Harmony Asset Management
Arizona
$880K
WAM
1616
Weatherly Asset Management
California
$880K +$22.8K +77 +2%
AIMA
1617
Ables Iannone Moore & Associates
Georgia
$877K +$297 +1 +0%
SFI
1618
SPC Financial Inc
Maryland
$874K +$202K +681 +25%
EA
1619
Emerald Advisors
Washington
$870K +$44.5K +150 +5%
MA
1620
Montag & Associates
Georgia
$870K -$108K -363 -10%
NFA
1621
Northern Financial Advisors
Michigan
$870K -$515K -1,737 -34%
WLIM
1622
White Lighthouse Investment Management
Massachusetts
$869K +$297 +1 +0%
RMDI
1623
R.M. Davis Inc
Maine
$866K -$44.2K -149 -4%
CCA
1624
Cypress Capital Advisors
Tennessee
$866K +$985K +3,321 New
BAAM
1625
Baker Avenue Asset Management
California
$865K +$32K +108 +3%