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Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
1676
Live Oak Private Wealth
North Carolina
$456K -$20.8K -87 -5%
CCA
1677
Clearwater Capital Advisors
Illinois
$456K
NG
1678
Northstar Group
New York
$456K +$14.8K +62 +4%
AP
1679
Advisors Preferred
Maryland
$455K -$719K -3,012 -62%
PCG
1680
Private Capital Group
Connecticut
$455K -$365K -1,531 -46%
FFA
1681
Founders Financial Alliance
North Carolina
$455K -$219K -919 -34%
SFA
1682
Souders Financial Advisors
Ohio
$455K +$74.2K +311 +21%
CA
1683
Cornerstone Advisory
Maryland
$454K -$383K -1,605 -47%
LC
1684
Lindbrook Capital
California
$454K +$17.9K +75 +4%
SCM
1685
Spreng Capital Management
Ohio
$452K
PCS
1686
Personal CFO Solutions
New Jersey
$452K +$12.2K +51 +3%
IFG
1687
Independent Financial Group
California
$449K -$74.9K -314 -15%
WIC
1688
Wilkins Investment Counsel
Massachusetts
$448K -$406K -1,700 -49%
JDR
1689
Jay D. Rosenbaum
$448K -$191K -800 -31%
RIS
1690
Retirement Income Solutions
Michigan
$447K
M
1691
Mirova
France
$447K +$69.4K +291 +19%
LWM
1692
Liberty Wealth Management
California
$446K
SPI
1693
Santori & Peters Inc
Pennsylvania
$446K +$2.86K +12 +0.7%
BMC
1694
Benin Management Corp
Connecticut
$445K -$23.9K -100 -5%
MCWS
1695
McKinley Carter Wealth Services
West Virginia
$441K +$3.58K +15 +0.9%
BP
1696
BBR Partners
New York
$440K +$716 +3 +0.2%
KWA
1697
KCS Wealth Advisory
California
$439K +$87.3K +366 +26%
WA
1698
WBH Advisory
Maryland
$438K -$3.34K -14 -0.8%
BL
1699
Balentine LLC
Georgia
$438K +$62K +260 +17%
HWA
1700
HHM Wealth Advisors
Tennessee
$437K