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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1001
PFG Advisors
Arizona
$478K -$104K -116 -17%
GVAG
1002
Great Valley Advisor Group
Delaware
$477K -$59.9K -67 -10%
CCA
1003
Clearwater Capital Advisors
Illinois
$477K – – –
C
1004
CEDRUS
Colorado
$474K -$12.5K -14 -2%
4WM
1005
44 Wealth Management
Oregon
$473K +$597K +668 New
ICP
1006
Interchange Capital Partners
Pennsylvania
$472K +$1.79K +2 +0.4%
Zurich Cantonal Bank
1007
Zurich Cantonal Bank
Switzerland
$471K +$183K +205 +57%
VA
1008
Valmark Advisers
Ohio
$469K -$16.1K -18 -3%
FCH
1009
Freestone Capital Holdings
Washington
$467K +$3.58K +4 +0.7%
MFG
1010
Merit Financial Group
Georgia
$467K -$373K -417 -43%
CCG
1011
Catalina Capital Group
California
$467K +$45.6K +51 +10%
JFG
1012
Jefferies Financial Group
New York
$466K -$296K -331 -37%
LCM
1013
LCM Capital Management
Illinois
$465K +$23.2K +26 +5%
CFG
1014
Carr Financial Group
Massachusetts
$465K – – –
MFG
1015
MidWestOne Financial Group
Iowa
$464K – – –
AHL
1016
Abel Hall LLC
Louisiana
$460K -$81.4K -91 -14%
SVWAG
1017
Sound View Wealth Advisors Group
Georgia
$458K +$76.9K +86 +19%
FM
1018
Family Management
New York
$457K – – –
FDS
1019
Freedom Day Solutions
Texas
$457K – – –
Kovitz Investment Group Partners
1020
Kovitz Investment Group Partners
Illinois
$456K +$953K +1,066 New
TFM
1021
TFC Financial Management
Massachusetts
$453K – – –
SWP
1022
Semus Wealth Partners
Florida
$453K +$486K +544 New
SPC
1023
Sigma Planning Corp
Michigan
$453K -$42K -47 -8%
MFIM
1024
Mesirow Financial Investment Management
Illinois
$453K +$62.6K +70 +15%
AWS
1025
Aspen Wealth Strategies
Colorado
$452K +$485K +542 New