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Name Holding Trade Value Shares
Change
Change in
Stake
NCMW
1301
Northern Capital Management (Wisconsin)
Wisconsin
$937K +$499K +1,445 +99%
LFA
1302
Legend Financial Advisors
Pennsylvania
$937K +$1M +2,906 New
FIM
1303
Freedom Investment Management
Connecticut
$936K -$3.99M -11,560 -80%
UAS
1304
United Asset Strategies
New York
$935K +$65.6K +190 +7%
ISB
1305
Iowa State Bank
Iowa
$934K -$14.2K -41 -1%
CAN
1306
Claraphi Advisory Network
United States
$925K -$301K -870 -23%
AWA
1307
Arete Wealth Advisors
Illinois
$925K +$13.1K +38 +1%
AFC
1308
AFT Forsyth & Company
Florida
$925K +$44.2K +128 +5%
HFBOT
1309
Home Federal Bank of Tennessee
Tennessee
$924K
CFA
1310
Carroll Financial Associates
North Carolina
$922K +$53.5K +155 +6%
MPWT
1311
MassMutual Private Wealth & Trust
Connecticut
$919K +$10K +29 +1%
PCG
1312
Private Capital Group
Connecticut
$918K +$192K +557 +24%
TFF
1313
The Family Firm
Maryland
$915K -$40.8K -118 -4%
CFS
1314
CRA Financial Services
New Jersey
$915K +$980K +2,838 New
TIA
1315
Tiemann Investment Advisors
California
$906K -$5.18K -15 -0.5%
SAM
1316
SignalPoint Asset Management
Missouri
$904K -$27.6K -80 -3%
CC
1317
Cannell & Co
New York
$902K +$15.9K +46 +2%
RFA
1318
Reilly Financial Advisors
California
$902K +$207K +599 +27%
PCM
1319
Penserra Capital Management
California
$900K +$35.6K +103 +4%
FBT
1320
First Bankers Trust
Kentucky
$898K +$454K +1,315 +89%
MWM
1321
MorganRosel Wealth Management
Colorado
$894K +$957K +2,771 New
VI
1322
Versor Investments
New York
$893K -$192K -555 -17%
FI
1323
Financial Insights
Washington
$893K +$800K +2,316 New
PCA
1324
Personal Capital Advisors
California
$891K +$167K +484 +21%
JCM
1325
Janney Capital Management
Pennsylvania
$890K +$44.9K +130 +5%