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Name Holding Trade Value Shares
Change
Change in
Stake
GLR
651
Great Lakes Retirement
Ohio
$422K +$405K +773 New
LFA
652
Legacy Financial Advisors
Kentucky
$419K +$59.2K +113 +17%
IA
653
IFP Advisors
Florida
$418K -$151K -289 -13%
NA
654
NewEdge Advisors
Louisiana
$416K +$635K +1,213 New
KMWM
655
Keudell/Morrison Wealth Management
Oregon
$415K +$11.5K +22 +3%
VFA
656
Values First Advisors
Tennessee
$414K +$29.3K +56 +8%
SVWAG
657
Sound View Wealth Advisors Group
Georgia
$412K +$285K +544 New
EFS
658
Essex Financial Services
Connecticut
$409K -$140K -268 -26%
DC
659
Davenport & Co
Virginia
$409K +$26.7K +51 +7%
RCAG
660
Rehmann Capital Advisory Group
Michigan
$408K -$26.7K -51 -6%
AWM
661
Axxcess Wealth Management
California
$407K -$288K -549 -42%
TW
662
TrinityPoint Wealth
Connecticut
$400K -$1.05K -2 -0.3%
SF
663
Summit Financial
New Jersey
$400K -$196K -375 -34%
AMCA
664
Arthur M. Cohen & Associates
Illinois
$398K -$524 -1 -0.1%
4WM
665
44 Wealth Management
Oregon
$397K -$6.29K -12 -2%
RWA
666
Redhawk Wealth Advisors
Minnesota
$393K +$377K +720 New
JF
667
Jump Financial
Illinois
$392K +$54.5K +104 +17%
DBRC
668
D.B. Root & Company
Pennsylvania
$389K +$373K +712 New
MFG
669
Merit Financial Group
Georgia
$387K -$14.7K -28 -4%
BBHC
670
Brown Brothers Harriman & Co
New York
$384K +$13.6K +26 +4%
HA
671
Harbor Advisors
Florida
$382K
CWMGP
672
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$381K -$87.5K -167 -19%
ATC
673
Argent Trust Co
Tennessee
$380K
Dimensional Fund Advisors
674
Dimensional Fund Advisors
Texas
$378K +$25M +47,646 +7%
OCBCO
675
Oversea-Chinese Banking Corp (OCBC)
Singapore
$377K +$361K +690 New