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Name Holding Trade Value Shares
Change
Change in
Stake
JSL
1051
JT Stratford LLC
Georgia
$455K -$33.8K -47 -7%
LCWP
1052
Legacy Capital Wealth Partners
Arkansas
$454K +$20.8K +29 +5%
GI
1053
Gradient Investments
Minnesota
$452K +$468K +652 New
KA
1054
Kovack Advisors
Florida
$450K +$131K +182 +39%
WAS
1055
Winch Advisory Services
Wisconsin
$449K +$292K +406 +168%
LA
1056
Legacy Advisors
Pennsylvania
$447K +$104K +145 +29%
FFN
1057
Focus Financial Network
Minnesota
$446K +$281K +391 +155%
KWM
1058
Kolinsky Wealth Management
New Jersey
$445K -$82.6K -115 -15%
MLL
1059
Moody Lynn & Lieberson
Massachusetts
$444K -$41.6K -58 -8%
NP
1060
NorthRock Partners
Minnesota
$442K -$17.2K -24 -4%
BC
1061
Burney Company
Virginia
$442K – – –
PWMAG
1062
Pinnacle Wealth Management Advisory Group
New Jersey
$442K – – –
CP
1063
Canopy Partners
Ohio
$442K +$41.6K +58 +10%
FA
1064
Fedenia Advisers
Wisconsin
$442K +$458K +638 New
AFW
1065
Avantra Family Wealth
Pennsylvania
$441K +$457K +637 New
NF
1066
Nvest Financial
New Hampshire
$438K -$81.1K -113 -15%
JSW
1067
Journey Strategic Wealth
New Jersey
$438K -$164K -229 -27%
TW
1068
TrinityPoint Wealth
Connecticut
$437K +$6.46K +9 +1%
FWA
1069
FSM Wealth Advisors
Ohio
$435K +$40.2K +56 +11%
MFIM
1070
Mesirow Financial Investment Management
Illinois
$435K +$60.3K +84 +15%
CI
1071
Cambiar Investors
Colorado
$429K +$445K +619 New
OWA
1072
ORBA Wealth Advisors
Illinois
$428K – – –
NP
1073
Nilsine Partners
Colorado
$426K -$5.75K -8 -1%
FWP
1074
Forefront Wealth Partners
Texas
$426K +$441K +614 New
AHL
1075
Abel Hall LLC
Louisiana
$424K +$43.1K +60 +11%