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Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
1026
Foster Victor Wealth Advisors
South Carolina
$780K +$80.2K +102 +16%
CAG
1027
Csenge Advisory Group
Florida
$779K -$702K -893 -53%
TC
1028
TownSquare Capital
Utah
$777K -$689K -877 -52%
RG
1029
Rathbones Group
United Kingdom
$776K -$7.86K -10 -1%
CH
1030
Cromwell Holdings
Wyoming
$774K
BAM
1031
Byrne Asset Management
New Jersey
$774K -$11.8K -15 -2%
NWAG
1032
Net Worth Advisory Group
Utah
$773K -$33K -42 -5%
MJP
1033
Michael J. Puzo
$773K -$3.93K -5 -0.6%
FCA
1034
Fortis Capital Advisors
Kansas
$771K +$626K +796 New
C
1035
Certuity
Florida
$770K +$70.7K +90 +13%
PA
1036
Procyon Advisors
Connecticut
$769K +$233K +297 +60%
CIS
1037
Custom Index Systems
New York
$765K +$101K +129 +20%
TSWM
1038
Triangle Securities Wealth Management
North Carolina
$763K
AMCA
1039
Arthur M. Cohen & Associates
Illinois
$760K
WB
1040
Webster Bank
Connecticut
$759K +$184K +234 +43%
AFA
1041
AA Financial Advisors
Ohio
$758K -$4.72K -6 -0.8%
NAS
1042
Nicolet Advisory Services
Wisconsin
$755K -$19.7K -25 -3%
1WM
1043
1900 Wealth Management
Texas
$753K +$14.1K +18 +2%
CIM
1044
Cambria Investment Management
California
$751K +$610K +776 New
BCM
1045
Bourgeon Capital Management
Connecticut
$750K -$102K -130 -14%
MMEA
1046
Main Management ETF Advisors
California
$750K +$609K +775 New
AWC
1047
Abundance Wealth Counselors
Pennsylvania
$746K -$5.5K -7 -0.9%
VC
1048
Veracity Capital
Georgia
$744K +$112K +142 +23%
Schroder Investment Management Group
1049
Schroder Investment Management Group
United Kingdom
$743K -$452K -575 -43%
VAF
1050
Values Added Financial
District of Columbia
$738K +$1.57K +2 +0.3%