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Name Holding Trade Value Shares
Change
Change in
Stake
VFG
501
V2 Financial group
Illinois
$2.56M -$85.2K -497 -3%
FDS
502
First Dallas Securities
Texas
$2.55M -$83.2K -485 -3%
AAM
503
Advisors Asset Management
Colorado
$2.54M -$140K -818 -5%
IFWM
504
Institute for Wealth Management
Colorado
$2.54M +$86.6K +505 +3%
GC
505
Guggenheim Capital
Illinois
$2.54M -$480K -2,798 -14%
DAS
506
Dynamic Advisor Solutions
Arizona
$2.54M -$262K -1,526 -8%
BF
507
BOK Financial
Oklahoma
$2.53M -$302K -1,762 -9%
MWM
508
Mission Wealth Management
California
$2.51M -$778K -4,538 -22%
BFG
509
Berger Financial Group
Minnesota
$2.48M -$218K -1,270 -7%
RSWM
510
Robertson Stephens Wealth Management
California
$2.48M +$134K +782 +5%
LFG
511
Larson Financial Group
Missouri
$2.48M +$272K +1,589 +11%
TMAM
512
Tokio Marine Asset Management
Japan
$2.47M +$185K +1,079 +7%
IP
513
Ignite Planners
California
$2.47M -$56.1K -327 -2%
Bessemer Group
514
Bessemer Group
New Jersey
$2.47M -$565K -3,293 -17%
CGH
515
CMG Global Holdings
Texas
$2.46M +$397K +2,316 +17%
AWM
516
Axxcess Wealth Management
California
$2.44M +$38.4K +224 +1%
PWW
517
Pettyjohn Wood & White
Virginia
$2.44M -$238K -1,386 -8%
ICM
518
IMS Capital Management
Oregon
$2.44M
MWA
519
MFA Wealth Advisors
Pennsylvania
$2.44M +$2.49M +14,526 +968%
SAM
520
Silvercrest Asset Management
New York
$2.43M +$16.8K +98 +0.6%
Kovitz Investment Group Partners
521
Kovitz Investment Group Partners
Illinois
$2.4M +$1.21M +7,052 +49%
HG
522
Herbst Group
Connecticut
$2.39M +$27.4K +160 +1%
VIA
523
Vickerman Investment Advisors
Washington
$2.39M -$17.8K -104 -0.7%
Capital Fund Management (CFM)
524
Capital Fund Management (CFM)
France
$2.35M +$2.66M +15,488 New
SBIA
525
Sheaff Brock Investment Advisors
Indiana
$2.33M -$13.7K -80 -0.5%