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Name Holding Trade Value Shares
Change
Change in
Stake
RA
976
Ransom Advisory
Rhode Island
$784K +$3.6K +14 +0.5%
NP
977
NorthRock Partners
Minnesota
$784K +$82.4K +321 +12%
VI
978
Versor Investments
New York
$777K +$782K +3,046 New
BFM
979
Boothbay Fund Management
New York
$776K +$307K +1,195 +65%
BSA
980
Bull Street Advisors
Georgia
$774K
CI
981
Conning Inc
Connecticut
$766K +$6.16K +24 +0.8%
FI
982
Finivi Inc
Massachusetts
$765K
FI
983
Financial Insights
Washington
$764K -$182K -708 -19%
JIP
984
Jaffetilchin Investment Partners
Florida
$761K -$42.9K -167 -5%
PWPS
985
Pinnacle Wealth Planning Services
Ohio
$759K -$6.42K -25 -0.8%
ACM
986
Advisors Capital Management
New Jersey
$757K -$16.4K -64 -2%
BTI
987
Blue Trust Inc
Georgia
$754K +$197K +766 +36%
FAFN
988
First Affirmative Financial Network
Colorado
$741K +$14.4K +56 +2%
RPC
989
Rossmore Private Capital
Connecticut
$740K +$2.57K +10 +0.3%
NL
990
NVWM LLC
Pennsylvania
$738K -$3.85K -15 -0.5%
RFA
991
Resurgent Financial Advisors
Georgia
$735K -$19K -74 -3%
EWA
992
Encompass Wealth Advisors
Oregon
$731K
TSWM
993
Tyler-Stone Wealth Management
Ohio
$730K
FAB
994
First American Bank
Illinois
$729K
BSW
995
Buckingham Strategic Wealth
Missouri
$729K +$69.3K +270 +10%
PCP
996
Proficio Capital Partners
Massachusetts
$727K +$16.4K +64 +2%
HL
997
HeadInvest LLC
Maine
$725K +$13.1K +51 +2%
SWM
998
Spire Wealth Management
Virginia
$725K +$78.1K +304 +12%
APA
999
Astoria Portfolio Advisors
New York
$723K +$30.3K +118 +4%
FFM
1000
Fullerton Fund Management
Singapore
$721K +$279K +1,088 +63%