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Name Holding Trade Value Shares
Change
Change in
Stake
Venture Visionary Partners
951
Venture Visionary Partners
Ohio
$291K +$383 +1 +0.1%
NWAG
952
Net Worth Advisory Group
Utah
$290K -$12.3K -32 -4%
Alpine Bank Wealth Management
953
Alpine Bank Wealth Management
Colorado
$289K +$278K +725 New
Summit Financial
954
Summit Financial
New Jersey
$289K +$26.5K +69 +11%
Apella Capital
955
Apella Capital
Connecticut
$288K +$295K +770 New
River Wealth Advisors
956
River Wealth Advisors
Pennsylvania
$287K -$3.07K -8 -1%
CIS
957
Custom Index Systems
New York
$285K +$274K +715 New
Balentine LLC
958
Balentine LLC
Georgia
$285K +$273K +713 New
CG
959
Clifford Group
Massachusetts
$283K – – –
RWA Wealth Partners
960
RWA Wealth Partners
Massachusetts
$281K +$3.83K +10 +1%
GPW
961
Genesis Private Wealth
Virginia
$279K -$32.6K -85 -11%
AFT
962
Alpha Family Trust
California
$275K – – –
GGA
963
Granite Group Advisors
Connecticut
$275K – – –
NC
964
NovaPoint Capital
Georgia
$273K – – –
Fragasso Financial Advisors
965
Fragasso Financial Advisors
Pennsylvania
$272K +$6.9K +18 +3%
Norris Perne & French
966
Norris Perne & French
Michigan
$271K -$76.7K -200 -23%
Annis Gardner Whiting Capital Advisors
967
Annis Gardner Whiting Capital Advisors
Florida
$271K +$63.3K +165 +32%
HCR Wealth Advisors
968
HCR Wealth Advisors
California
$270K – – –
CFG
969
Carr Financial Group
Massachusetts
$270K – – –
Mill Creek Capital Advisors
970
Mill Creek Capital Advisors
Pennsylvania
$269K +$33.4K +87 +15%
Asset Dedication LLC
971
Asset Dedication LLC
California
$269K +$767 +2 +0.3%
Baker Avenue Asset Management
972
Baker Avenue Asset Management
California
$264K +$21.1K +55 +9%
HFS
973
Hopwood Financial Services
Virginia
$263K – – –
DWA
974
Dougherty Wealth Advisers
Minnesota
$263K – – –
Kingsview Wealth Management
975
Kingsview Wealth Management
Oregon
$263K +$5.37K +14 +2%