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Name Holding Trade Value Shares
Change
Change in
Stake
IVP
826
Intrinsic Value Partners
Arizona
$879K -$11.6K -13 -1%
NWAG
827
Net Worth Advisory Group
Utah
$879K +$943K +1,055 New
HFO
828
Heritage Family Offices
Arizona
$878K +$12.5K +14 +1%
LI
829
LRI Investments
Florida
$878K +$356K +398 +46%
SOS
830
Silver Oak Securities
Tennessee
$875K +$837K +936 +859%
AHC
831
Adell Harriman & Carpenter
Texas
$870K +$174K +195 +23%
CWM
832
Circle Wealth Management
New Jersey
$868K +$264K +295 +39%
RI
833
Redwood Investments
Massachusetts
$867K +$930K +1,040 New
FRM
834
Fox Run Management
Connecticut
$864K +$557K +623 +150%
AIA
835
Arbor Investment Advisors
North Carolina
$862K – – –
DWM
836
Dakota Wealth Management
Florida
$861K -$32.2K -36 -3%
NIMI
837
Natixis Investment Managers International
France
$858K -$626K -700 -40%
AFC
838
AFT Forsyth & Company
Florida
$857K – – –
AFG
839
Argent Financial Group
Louisiana
$856K +$918K +1,027 New
AO
840
Advisor OS
Illinois
$855K -$211K -236 -19%
FFWA
841
FRG Family Wealth Advisors
Washington
$855K -$89.4K -100 -9%
BCM
842
Brookstone Capital Management
Illinois
$854K +$25K +28 +3%
CHP
843
Cable Hill Partners
Oregon
$846K +$32.2K +36 +4%
AAP
844
Arax Advisory Partners
Colorado
$841K -$24.1K -27 -3%
LFA
845
Legacy Financial Advisors
Kentucky
$840K -$2.68K -3 -0.3%
LCM
846
Lattice Capital Management
Washington
$833K – – –
CI
847
Clal Insurance
Israel
$833K – – –
MWM
848
Meridian Wealth Management
Kentucky
$832K +$181K +203 +26%
KJHP
849
K.J. Harrison & Partners
Ontario, Canada
$821K – – –
RCAG
850
Rehmann Capital Advisory Group
Michigan
$820K +$61.7K +69 +8%