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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1026
Stratos Wealth Advisors
Ohio
$664K -$306K -1,563 -31%
FTWA
1027
Fifth Third Wealth Advisors
Ohio
$664K +$669K +3,421 New
CWM
1028
Congress Wealth Management
Massachusetts
$663K -$2.15K -11 -0.3%
KCM
1029
Kornitzer Capital Management
Kansas
$662K +$2.74K +14 +0.4%
APA
1030
Astoria Portfolio Advisors
New York
$661K +$60.8K +311 +10%
HCA
1031
Heck Capital Advisors
Wisconsin
$660K -$15.3K -78 -2%
NFSG
1032
Newbridge Financial Services Group
Florida
$653K -$18.2K -93 -3%
CI
1033
Conning Inc
Connecticut
$647K -$76.2K -390 -10%
CAAS
1034
Capital Asset Advisory Services
Michigan
$647K +$52K +266 +9%
MAWAG
1035
Mid-American Wealth Advisory Group
Missouri
$645K +$645K +3,301 New
VVP
1036
Venture Visionary Partners
Ohio
$644K -$3.71K -19 -0.6%
HGWM
1037
Horst & Graben Wealth Management
Oregon
$643K
CA
1038
Continuum Advisory
Idaho
$641K +$230K +1,176 +55%
GSEP
1039
Golden State Equity Partners
California
$639K +$290K +1,482 +82%
NRD
1040
Nebula Research & Development
New York
$639K +$644K +3,294 New
FC
1041
Forte Capital
New York
$637K +$10.6K +54 +2%
SIM
1042
Sentry Investment Management
Wisconsin
$637K +$41.4K +212 +7%
TW
1043
TrinityPoint Wealth
Connecticut
$635K +$5.28K +27 +0.8%
MPPW
1044
Mitchell & Pahl Private Wealth
Oklahoma
$633K -$14.3K -73 -2%
RPCONE
1045
Retirement Planning Company of New England
Rhode Island
$629K +$32.5K +166 +5%
MSS
1046
Mitchell Sinkler & Starr
Pennsylvania
$627K
WAP
1047
Wealthcare Advisory Partners
Pennsylvania
$625K +$55.1K +282 +10%
RIA
1048
Realta Investment Advisors
Delaware
$623K +$54.2K +277 +9%
GAG
1049
GM Advisory Group
New York
$620K +$19.6K +100 +3%
B
1050
Bellecapital
Switzerland
$615K +$181K +927 +41%