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Name Holding Trade Value Shares
Change
Change in
Stake
AFC
526
AFT Forsyth & Company
Florida
$473K – – –
LAI
527
Legal Advantage Investments
California
$473K +$571K +1,140 New
SGA
528
Strategic Global Advisors
California
$470K +$25.6K +51 +5%
Thrivent Financial for Lutherans
529
Thrivent Financial for Lutherans
Minnesota
$468K -$8.02K -16 -1%
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$466K +$112K +224 +25%
FTA
531
Financial & Tax Architects
Missouri
$465K -$20K -40 -3%
ICG
532
InterOcean Capital Group
Tennessee
$462K -$336K -671 -38%
AT
533
American Trust
Kentucky
$461K -$25.1K -50 -4%
FAFN
534
First Affirmative Financial Network
Colorado
$460K -$76.2K -152 -12%
SF
535
Summit Financial
New Jersey
$460K +$555K +1,107 New
BLC
536
Brown, Lisle/Cummings
Rhode Island
$457K – – –
ACM
537
Allred Capital Management
Texas
$456K -$20K -40 -4%
MA
538
Momentum Advisors
New York
$455K +$549K +1,095 New
GA
539
GoalVest Advisory
New York
$452K -$110K -219 -17%
SRC
540
Sage Rhino Capital
California
$452K -$15.5K -31 -3%
IIC
541
Integrated Investment Consultants
Michigan
$451K +$13.5K +27 +3%
SAMC
542
Spectrum Asset Management (California)
California
$444K – – –
BFS
543
Bard Financial Services
Connecticut
$444K +$143K +285 +36%
1832 Asset Management
544
1832 Asset Management
Ontario, Canada
$443K -$110M -218,950 -100%
MA
545
MUFG Americas
New York
$442K +$4.51K +9 +0.9%
SI
546
Stephens Inc
Arkansas
$442K +$17.5K +35 +3%
AO
547
Advisor OS
Illinois
$442K +$53.1K +106 +11%
CPIG
548
Chicago Partners Investment Group
Illinois
$442K +$126K +251 +38%
EB
549
Eastern Bank
Massachusetts
$441K – – –
WFA
550
Wipfli Financial Advisors
Wisconsin
$437K +$528K +1,053 New