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Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
651
First Affirmative Financial Network
Colorado
$611K -$53.3K -83 -8%
EWA
652
EP Wealth Advisors
California
$608K +$5.78K +9 +1%
CWP
653
Capital Wealth Planning
Florida
$607K +$572K +891 New
ARG
654
Advisory Resource Group
Oklahoma
$606K -$23.8K -37 -4%
1WA
655
180 Wealth Advisors
Washington
$603K -$3.85K -6 -0.7%
PCIA
656
Prime Capital Investment Advisors
Kansas
$598K +$564K +879 New
SBIA
657
Sheaff Brock Investment Advisors
Indiana
$595K +$25.7K +40 +5%
Luther King Capital Management (LKCM)
658
Luther King Capital Management (LKCM)
Texas
$585K +$10.9K +17 +2%
Schroder Investment Management Group
659
Schroder Investment Management Group
United Kingdom
$583K -$344K -536 -38%
EVM
660
Evelyn V. Moreno
$581K – – –
BC
661
Burney Company
Virginia
$581K – – –
SGA
662
Strategic Global Advisors
California
$581K +$47.5K +74 +9%
Thrivent Financial for Lutherans
663
Thrivent Financial for Lutherans
Minnesota
$580K -$118K -183 -18%
DDC
664
DF Dent & Co
Maryland
$580K +$1.93K +3 +0.4%
DI
665
DFPG Investments
Utah
$577K +$70K +109 +15%
FTA
666
Financial & Tax Architects
Missouri
$574K -$1.93K -3 -0.4%
PPC
667
Park Place Capital
Alabama
$572K -$19.3K -30 -3%
IFWM
668
Institute for Wealth Management
Colorado
$570K -$59.1K -92 -10%
GLR
669
Great Lakes Retirement
Ohio
$568K +$39.8K +62 +8%
DCM
670
Dimension Capital Management
Florida
$564K – – –
FFS
671
Founders Financial Securities
Maryland
$561K +$9.63K +15 +2%
MJP
672
Michael J. Puzo
$560K +$529K +824 New
GSC
673
Ground Swell Capital
South Carolina
$556K +$525K +817 New
AIA
674
Armor Investment Advisors
North Carolina
$554K – – –
PI
675
PFS Investments
Georgia
$552K -$53.3K -83 -9%