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Name Holding Trade Value Shares
Change
Change in
Stake
PA
951
Procyon Advisors
Connecticut
$695K -$12K -19 -2%
AF
952
Advisornet Financial
Minnesota
$694K +$2.52K +4 +0.4%
CI
953
Conning Inc
Connecticut
$694K +$649K +1,030 New
EW
954
Evoke Wealth
California
$691K +$197K +313 +44%
SIA
955
Soltis Investment Advisors
Utah
$690K +$47.9K +76 +8%
DK
956
DJE Kapital
Germany
$688K +$630K +1,000 New
IDA
957
Intelligence Driven Advisers
California
$681K +$305K +484 +92%
BLC
958
Blue Line Capital
Illinois
$678K +$634K +1,006 New
AAM
959
Azzad Asset Management
Virginia
$675K -$2.32M -3,680 -79%
LA
960
LVW Advisors
New York
$674K -$4.41K -7 -0.7%
WI
961
Westbourne Investments
Virginia
$674K +$63K +100 +11%
WSC
962
Wellington Shields & Co
New York
$674K +$158K +250 +33%
AC
963
AlphaCore Capital
California
$670K +$163K +259 +35%
CFG
964
Cooper Financial Group
California
$665K +$98.9K +157 +19%
LCWP
965
Legacy Capital Wealth Partners
Arkansas
$664K -$115K -183 -16%
MAWA
966
Moss Adams Wealth Advisors
Washington
$662K -$22.7K -36 -4%
USCWA
967
U.S. Capital Wealth Advisors
Texas
$660K +$53.6K +85 +9%
QF
968
QVT Financial
New York
$660K -$1.43M -2,274 -70%
UWS
969
Unique Wealth Strategies
Illinois
$660K -$215K -341 -26%
OL
970
Optas LLC
Texas
$659K +$63.6K +101 +12%
AFW
971
Avantra Family Wealth
Pennsylvania
$658K +$7.56K +12 +1%
KIA
972
Knollwood Investment Advisory
Maryland
$655K
BFG
973
Berger Financial Group
Minnesota
$651K -$31.5K -50 -5%
BCFD
974
Boit C.F. David
$648K
ML
975
McAdam LLC
Pennsylvania
$647K -$185K -294 -23%