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Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
826
Net Worth Advisory Group
Utah
$879K +$943K +1,055 New
HFO
827
Heritage Family Offices
Arizona
$878K +$12.5K +14 +1%
LI
828
LRI Investments
Florida
$878K +$356K +398 +46%
SOS
829
Silver Oak Securities
Tennessee
$875K +$837K +936 +859%
AHC
830
Adell Harriman & Carpenter
Texas
$870K +$174K +195 +23%
CWM
831
Circle Wealth Management
New Jersey
$868K +$264K +295 +39%
RI
832
Redwood Investments
Massachusetts
$867K +$930K +1,040 New
FRM
833
Fox Run Management
Connecticut
$864K +$557K +623 +150%
AIA
834
Arbor Investment Advisors
North Carolina
$862K
DWM
835
Dakota Wealth Management
Florida
$861K -$32.2K -36 -3%
NIMI
836
Natixis Investment Managers International
France
$858K -$626K -700 -40%
AFC
837
AFT Forsyth & Company
Florida
$857K
AFG
838
Argent Financial Group
Louisiana
$856K +$918K +1,027 New
AO
839
Advisor OS
Illinois
$855K -$211K -236 -19%
FFWA
840
FRG Family Wealth Advisors
Washington
$855K -$89.4K -100 -9%
BCM
841
Brookstone Capital Management
Illinois
$854K +$25K +28 +3%
CHP
842
Cable Hill Partners
Oregon
$846K +$32.2K +36 +4%
AAP
843
Arax Advisory Partners
Colorado
$841K -$24.1K -27 -3%
LFA
844
Legacy Financial Advisors
Kentucky
$840K -$2.68K -3 -0.3%
LCM
845
Lattice Capital Management
Washington
$833K
CI
846
Clal Insurance
Israel
$833K
MWM
847
Meridian Wealth Management
Kentucky
$832K +$181K +203 +26%
KJHP
848
K.J. Harrison & Partners
Ontario, Canada
$821K
RCAG
849
Rehmann Capital Advisory Group
Michigan
$820K +$61.7K +69 +8%
HCA
850
Harbour Capital Advisors
Virginia
$813K +$64.4K +72 +8%