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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
601
Legacy Financial Advisors
Kentucky
$452K +$51.1K +65 +12%
LTI
602
Laffer Tengler Investments
Tennessee
$449K +$108K +137 +29%
ST
603
Smithfield Trust
Pennsylvania
$445K -$145K -185 -24%
CAM
604
Columbia Asset Management
Michigan
$438K +$462K +588 New
KIA
605
KCM Investment Advisors
California
$434K
FFA
606
First Foundation Advisors
California
$431K +$16.5K +21 +4%
CT
607
Caldwell Trust
Florida
$428K
GC
608
Garde Capital
Washington
$427K +$114K +145 +34%
CCA
609
Clearwater Capital Advisors
Illinois
$426K
BRWM
610
B. Riley Wealth Management
Tennessee
$424K +$19.7K +25 +5%
JCM
611
Janney Capital Management
Pennsylvania
$421K +$8.65K +11 +2%
WBG
612
Wharton Business Group
Pennsylvania
$414K +$161K +205 +59%
AC
613
Abbrea Capital
California
$399K
RhumbLine Advisers
614
RhumbLine Advisers
Massachusetts
$398K +$420K +534 New
SW
615
SVB Wealth
Massachusetts
$396K -$45.6K -58 -10%
MCM
616
Marathon Capital Management
Maryland
$395K +$49.5K +63 +13%
CHP
617
Cable Hill Partners
Oregon
$394K +$68.4K +87 +20%
IF
618
Intrua Financial
Texas
$388K +$12.6K +16 +3%
MFG
619
Merit Financial Group
Georgia
$386K
IP
620
Investment Partners
Ohio
$384K +$112K +143 +38%
BO
621
BRR OpCo
Ohio
$380K
SWP
622
Stratos Wealth Partners
Ohio
$376K +$54.2K +69 +16%
QP
623
Quilter Plc
United Kingdom
$375K +$32.2K +41 +10%
FSC
624
Full Sail Capital
Oklahoma
$373K -$8.65K -11 -2%
GDP
625
Great Diamond Partners
Maine
$373K -$3.14K -4 -0.8%