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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
701
Anchor Investment Management
South Carolina
$612K +$367K +540 +177%
FTA
702
Financial & Tax Architects
Missouri
$612K +$680 +1 +0.1%
LFA
703
Legacy Financial Advisors
Kentucky
$606K +$34.7K +51 +6%
JCM
704
Janney Capital Management
Pennsylvania
$596K +$24.5K +36 +5%
AF
705
Advisornet Financial
Minnesota
$593K +$17K +25 +3%
AIA
706
Armor Investment Advisors
North Carolina
$590K – – –
KMWM
707
Keudell/Morrison Wealth Management
Oregon
$588K +$36.7K +54 +7%
KOCAA
708
Knights of Columbus Asset Advisors
Connecticut
$588K +$90.4K +133 +20%
KWM
709
Kolinsky Wealth Management
New Jersey
$585K +$43.5K +64 +9%
MFG
710
Merit Financial Group
Georgia
$585K +$87K +128 +19%
PPC
711
Park Place Capital
Alabama
$581K -$25.8K -38 -5%
VFA
712
Values First Advisors
Tennessee
$575K -$1.36K -2 -0.3%
IA
713
IFP Advisors
Florida
$571K +$34K +50 +7%
RBC
714
Romano Brothers & Co
Illinois
$569K +$68K +100 +15%
DCM
715
Dimension Capital Management
Florida
$567K -$32K -47 -6%
DBRC
716
D.B. Root & Company
Pennsylvania
$567K – – –
P
717
Pitcairn
Pennsylvania
$566K +$17.7K +26 +3%
WHC
718
Wulff, Hansen & Co
California
$562K – – –
RFC
719
Regions Financial Corp
Alabama
$561K +$15K +22 +3%
DCM
720
DGS Capital Management
New Jersey
$560K +$85K +125 +19%
DT
721
Diversified Trust
Tennessee
$558K +$177K +260 +51%
MS
722
Maven Securities
Jersey
$557K +$523K +769 New
FRM
723
Fox Run Management
Connecticut
$553K +$519K +763 New
SSG
724
Summit Securities Group
New York
$552K -$6.53M -9,600 -93%
VAF
725
Values Added Financial
District of Columbia
$552K +$517K +761 New