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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
901
Concord Wealth Partners
Virginia
$638K +$31.4K +106 +5%
FRA
902
Frank Rimerman Advisors
California
$637K -$136K -458 -17%
CG
903
CFO4Life Group
Texas
$635K -$14.8K -50 -2%
WAM
904
Wolverine Asset Management
Illinois
$635K – – –
CCA
905
Coign Capital Advisors
Utah
$632K +$62.4K +211 +11%
BBA
906
BLB&B Advisors
Pennsylvania
$630K +$3.55K +12 +0.6%
PCG
907
Prosperity Consulting Group
Maryland
$628K +$214K +722 +50%
EGA
908
E&G Advisors
Texas
$626K +$39.9K +135 +7%
CF
909
Centaurus Financial
California
$625K +$8.29K +28 +1%
WSCM
910
Wellington Shields Capital Management
New York
$621K – – –
OFS
911
OneAscent Financial Services
Alabama
$619K +$188K +637 +42%
FFN
912
Focus Financial Network
Minnesota
$619K +$888 +3 +0.1%
MF
913
Manchester Financial
California
$617K – – –
PI
914
PFG Investments
New York
$614K -$37K -125 -6%
KIA
915
KCM Investment Advisors
California
$612K +$5.92K +20 +1%
MWM
916
Mission Wealth Management
California
$611K -$888 -3 -0.1%
C
917
Certuity
Florida
$610K +$26.6K +90 +4%
KF
918
Krilogy Financial
Missouri
$608K +$693K +2,341 New
P
919
Pitcairn
Pennsylvania
$605K +$13.9K +47 +2%
PF
920
Phoenix Financial
Israel
$605K +$620K +2,096 New
WA
921
Wealth Alliance
New York
$603K +$16K +54 +3%
OF
922
Outfitter Financial
Maine
$602K -$158K -535 -20%
BIM
923
Bridges Investment Management
Nebraska
$602K +$24.6K +83 +4%
CAM
924
Columbia Asset Management
Michigan
$599K – – –
WCBA
925
Weaver C. Barksdale & Associates
Tennessee
$598K – – –