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Name Holding Trade Value Shares
Change
Change in
Stake
EVM
701
Evelyn V. Moreno
$834K
BLC
702
Brown, Lisle/Cummings
Rhode Island
$833K
FFS
703
Founders Financial Securities
Maryland
$830K +$19.8K +30 +3%
KP
704
Keel Point
Alabama
$829K +$147K +223 +26%
MC
705
Merlin Capital
Rhode Island
$824K
AFC
706
AFT Forsyth & Company
Florida
$820K
ACM
707
Allred Capital Management
Texas
$817K +$9.9K +15 +1%
HT
708
Heritage Trust
Oklahoma
$817K +$35K +53 +5%
LHC
709
Little House Capital
Massachusetts
$810K +$2.64K +4 +0.4%
AF
710
Allworth Financial
California
$807K +$347K +526 +97%
EFMC
711
Empire Financial Management Company
New York
$801K +$93.1K +141 +15%
BCA
712
Bay Colony Advisors
Massachusetts
$799K -$37.6K -57 -5%
VNA
713
Valley National Advisers
Pennsylvania
$789K +$10.6K +16 +2%
IIA
714
IPG Investment Advisors
California
$785K +$685K +1,037 New
SLG
715
Stanley-Laman Group
Pennsylvania
$784K +$3.08M +4,657 New
HWM
716
HB Wealth Management
Georgia
$783K -$1.32K -2 -0.2%
AIA
717
Arbor Investment Advisors
North Carolina
$783K
IWM
718
IHT Wealth Management
Illinois
$781K +$660 +1 +0.1%
DC
719
Davenport & Co
Virginia
$780K +$89.8K +136 +15%
CBFP
720
Cedar Brook Financial Partners
Ohio
$778K -$104K -158 -13%
PAA
721
Peregrine Asset Advisers
Oregon
$769K -$660 -1 -0.1%
LFS
722
Legacy Financial Strategies
Kansas
$769K
TIAA Trust, National Association
723
TIAA Trust, National Association
North Carolina
$768K -$39K -59 -5%
BB
724
Burford Brothers
Texas
$761K +$664K +1,006 New
LFA
725
Legacy Financial Advisors
Kentucky
$760K +$126K +191 +23%