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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
501
Private Wealth Partners
California
$780K – – –
FCI
502
Financial Counselors Inc
Kansas
$776K -$3.71K -25 -0.5%
SRL
503
Scientech Research LLC
New Jersey
$767K +$698K +4,711 New
RPCONE
504
Retirement Planning Company of New England
Rhode Island
$765K +$20.3K +137 +3%
MWM
505
Modera Wealth Management
New Jersey
$754K -$11.1K -75 -2%
VVP
506
Venture Visionary Partners
Ohio
$748K -$28.3K -191 -4%
Lazard Asset Management
507
Lazard Asset Management
New York
$743K +$119K +804 +21%
AMBIA
508
Allen Mooney & Barnes Investment Advisors
Georgia
$743K -$8.74K -59 -1%
KWM
509
KFG Wealth Management
Indiana
$742K -$44K -297 -6%
PFS
510
Prospera Financial Services
Texas
$742K +$20K +135 +3%
KIG
511
Kennedy Investment Group
New Jersey
$740K +$4.74K +32 +0.7%
NB
512
Norinchukin Bank
Japan
$738K +$50.1K +338 +8%
MMPW
513
Mitchell McLeod Pugh & Williams
Alabama
$735K – – –
PWA
514
Primoris Wealth Advisors
Florida
$734K -$123K -831 -16%
PA
515
Parallel Advisors
California
$734K +$47.7K +322 +8%
BC
516
Burney Company
Virginia
$732K -$9.19K -62 -1%
LFA
517
Legacy Financial Advisors
Kentucky
$731K +$3.41K +23 +0.5%
IAMOG
518
Investors Asset Management of Georgia
Georgia
$729K – – –
NIM
519
NEOS Investment Management
Connecticut
$729K +$120K +812 +22%
TF
520
Tompkins Financial
New York
$726K -$78.1K -527 -11%
Koshinski Asset Management
521
Koshinski Asset Management
Illinois
$717K +$120K +811 +23%
BFG
522
Bleakley Financial Group
New Jersey
$716K +$18.7K +126 +3%
VF
523
Virtu Financial
New York
$714K +$649K +4,383 New
CFG
524
Citizens Financial Group
Rhode Island
$713K +$7.41K +50 +1%
ECM
525
Everence Capital Management
Indiana
$709K – – –