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Name Holding Trade Value Shares
Change
Change in
Stake
JAG
1151
Journey Advisory Group
Kentucky
$319K
LBC
1152
Lowe Brockenbrough & Co
Virginia
$316K -$5.1K -16 -1%
GFA
1153
Gallagher Fiduciary Advisors
Illinois
$315K +$52K +163 +17%
KP
1154
Keel Point
Alabama
$315K -$9.56K -30 -3%
RH
1155
RFG Holdings
Texas
$315K +$956 +3 +0.3%
DA
1156
Detalus Advisors
Missouri
$313K -$149K -468 -29%
BCG
1157
Breakwater Capital Group
New Jersey
$313K -$19.8K -62 -5%
CIP
1158
Convergence Investment Partners
Florida
$312K +$319 +1 +0.1%
NRI
1159
NFP Retirement Inc
California
$312K +$360K +1,130 New
CIA
1160
Citadel Investment Advisory
Ohio
$312K -$15.3K -48 -4%
CAAS
1161
Capital Asset Advisory Services
Michigan
$311K -$42.7K -134 -11%
RZH
1162
Relyea Zuckerberg Hanson
Connecticut
$309K -$21.7K -68 -6%
HWA
1163
Heritage Wealth Advisors
Virginia
$307K -$47.8K -150 -12%
IF
1164
Ironwood Financial
Arizona
$307K
AWM
1165
Axxcess Wealth Management
California
$306K -$42.4K -133 -11%
NFP
1166
Narus Financial Partners
Utah
$306K -$101K -316 -22%
EFI
1167
EHP Funds Inc
Canada
$304K +$351K +1,100 New
VIS
1168
Vega Investment Solutions
France
$304K +$351K +1,100 New
FOR
1169
Family Office Research
Maryland
$301K +$347K +1,088 New
GA
1170
Goldstein Advisors
Wisconsin
$299K +$70.1K +220 +25%
FFA
1171
Fragasso Financial Advisors
Pennsylvania
$298K -$13.1K -41 -4%
BIM
1172
Barton Investment Management
Pennsylvania
$298K
BWP
1173
BSW Wealth Partners
Colorado
$298K -$117K -368 -25%
WFI
1174
West Family Investments
California
$297K -$42.7K -134 -11%
DWP
1175
Daymark Wealth Partners
Ohio
$296K -$310K -973 -48%