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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1051
McLean Asset Management
Virginia
$429K -$11.6K -13 -2%
IAN
1052
Integrated Advisors Network
Texas
$422K -$10.7K -12 -2%
LCM
1053
Lazari Capital Management
California
$422K +$18.8K +21 +4%
CAGAS
1054
Capital Advisory Group Advisory Services
Minnesota
$421K – – –
MM
1055
MQS Management
New York
$419K -$305K -341 -40%
VVP
1056
Venture Visionary Partners
Ohio
$417K -$1.79K -2 -0.4%
TH
1057
TCTC Holdings
Texas
$417K – – –
CCC
1058
Chelsea Counsel Company
California
$417K +$447K +500 New
CA
1059
Cresta Advisors
Texas
$417K +$447K +500 New
LA
1060
Legacy Advisors
Pennsylvania
$417K +$447K +500 New
ACP
1061
Aveo Capital Partners
Colorado
$416K +$894 +1 +0.2%
DA
1062
Denali Advisors
California
$415K +$445K +498 New
SWA
1063
SFMG Wealth Advisors
Texas
$413K +$8.94K +10 +2%
LWM
1064
LJI Wealth Management
Indiana
$406K – – –
MA
1065
MBA Advisors
Pennsylvania
$405K +$48.3K +54 +13%
AFA
1066
Arlington Financial Advisors
California
$404K – – –
CTC
1067
Cetera Trust Company
Minnesota
$402K – – –
QP
1068
Quilter Plc
United Kingdom
$401K – – –
SF
1069
Synovus Financial
Georgia
$396K +$19.7K +22 +5%
SB
1070
Strategic Blueprint
Georgia
$396K +$83.1K +93 +24%
LF
1071
LifeSteps Financial
California
$396K – – –
FMTC
1072
Farmers & Merchants Trust Company
California
$396K +$1.79K +2 +0.4%
ZIM
1073
Zacks Investment Management
Illinois
$395K -$73.3K -82 -15%
RCA
1074
Resonant Capital Advisors
Wisconsin
$391K -$8.05K -9 -2%
SFG
1075
Sovereign Financial Group
Connecticut
$390K +$25K +28 +6%