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Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Claro Advisors
Massachusetts
$864K -$209K -1,278 -19%
LSA
502
Lion Street Advisors
Texas
$860K +$78.5K +480 +10%
GT
503
Greenleaf Trust
Michigan
$857K -$3.6K -22 -0.4%
HI
504
Harbour Investments
Wisconsin
$856K -$17.8K -109 -2%
SW
505
SlateStone Wealth
Florida
$843K +$28.6K +175 +3%
OAC
506
OMERS Administration Corp
Ontario, Canada
$841K +$143K +876 +20%
OFG
507
OmniStar Financial Group
North Carolina
$837K +$17.2K +105 +2%
PFS
508
Physicians Financial Services
North Carolina
$837K -$65.4K -400 -7%
ECA
509
Elevate Capital Advisors
Colorado
$834K +$840K +5,135 New
PA
510
Parallel Advisors
California
$813K +$81.8K +500 +11%
RFG
511
Range Financial Group
Oregon
$808K +$562K +3,433 +223%
WI
512
WBI Investments
New Jersey
$806K +$812K +4,965 New
MWM
513
Modera Wealth Management
New Jersey
$804K +$52.7K +322 +7%
FBT
514
First Bankers Trust
Kentucky
$802K -$15.5K -95 -2%
ACA
515
Aptus Capital Advisors
Alabama
$801K +$807K +4,933 New
MSFP
516
Mark Sheptoff Financial Planning
Connecticut
$796K -$32.7K -200 -4%
FNBOO
517
First National Bank of Omaha
Nebraska
$796K
IWM
518
IHT Wealth Management
Illinois
$790K -$25.4K -155 -3%
PIM
519
Plato Investment Management
Australia
$788K
PWP
520
Private Wealth Partners
California
$778K
KWM
521
KFG Wealth Management
Indiana
$771K +$30.9K +189 +4%
SEP
522
Southland Equity Partners
Missouri
$770K +$265K +1,618 +52%
GVAG
523
Great Valley Advisor Group
Delaware
$766K -$142K -868 -16%
VI
524
Versor Investments
New York
$763K +$769K +4,700 New
FFA
525
Farther Finance Advisors
California
$760K -$762K -4,660 -50%