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Name Holding Trade Value Shares
Change
Change in
Stake
JFG
976
Jefferies Financial Group
New York
$876K -$401K -510 -36%
AFP
977
Ausdal Financial Partners
Iowa
$876K +$364K +463 +105%
PWS
978
Precision Wealth Strategies
Missouri
$875K -$14.9K -19 -2%
GMF
979
Grace & Mercy Foundation
New York
$871K -$472K -600 -40%
AIM
980
Avanda Investment Management
Singapore
$871K +$707K +900 New
BJL
981
Brighton Jones LLC
Washington
$869K +$99K +126 +16%
SVWAG
982
Sound View Wealth Advisors Group
Georgia
$868K -$38.5K -49 -5%
SEIA
983
Signature Estate & Investment Advisors
California
$867K -$39.3K -50 -5%
AB
984
Atlas Brown
Kentucky
$862K +$67.6K +86 +11%
ST
985
Smithfield Trust
Pennsylvania
$861K -$4.72K -6 -0.7%
LWA
986
Lineweaver Wealth Advisors
Ohio
$860K +$164K +208 +31%
FPF
987
First Pacific Financial
Washington
$860K -$14.9K -19 -2%
EW
988
Evexia Wealth
Wisconsin
$860K +$88K +112 +15%
CSPIA
989
Cary Street Partners Investment Advisory
Virginia
$857K +$120K +153 +21%
IAN
990
Integrated Advisors Network
Texas
$856K +$19.7K +25 +3%
CP
991
Canopy Partners
Ohio
$851K +$29.9K +38 +5%
OL
992
Optas LLC
Texas
$846K -$7.86K -10 -1%
SW
993
SteelPeak Wealth
California
$843K -$5.97M -7,601 -90%
IP
994
Intellectus Partners
California
$843K +$130K +165 +23%
WJWM
995
Williams Jones Wealth Management
New York
$842K +$67.6K +86 +11%
BIG
996
Brookwood Investment Group
Arizona
$841K +$683K +869 New
UAG
997
United Advisor Group
Ohio
$839K +$13.4K +17 +2%
AWM
998
Aprio Wealth Management
Georgia
$835K +$206K +262 +44%
WEG
999
World Equity Group
Illinois
$835K +$465K +591 +218%
PIA
1000
Perennial Investment Advisors
California
$828K -$135K -172 -17%