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Name Holding Trade Value Shares
Change
Change in
Stake
CG
676
Caprock Group
Idaho
$651K -$4.34K -21 -0.6%
CIAS
677
Capital Investment Advisory Services
North Carolina
$650K +$229K +1,106 +52%
Vontobel Holding
678
Vontobel Holding
Switzerland
$641K +$698K +3,374 New
PWP
679
Principle Wealth Partners
Connecticut
$638K +$654K +3,161 New
KWM
680
Kingsview Wealth Management
Oregon
$634K -$166K -803 -20%
LMAM
681
Legg Mason Asset Management
Japan
$634K +$650K +3,141 New
SFSG
682
Sound Financial Strategies Group
Mississippi
$633K +$136K +655 +26%
LCM
683
LVM Capital Management
Michigan
$629K -$41.4K -200 -6%
APP
684
Avantax Planning Partners
Iowa
$629K -$33.1K -160 -5%
CT
685
Chicago Trust
Illinois
$629K -$19.9K -96 -3%
SFA
686
Sequoia Financial Advisors
Ohio
$627K -$10.3K -50 -2%
PCAP
687
Pratt Collard Advisory Partners
New York
$627K – – –
SFA
688
Souders Financial Advisors
Ohio
$624K – – –
SFP
689
Shepherd Financial Partners
Massachusetts
$623K +$53.2K +257 +9%
BRWA
690
B. Riley Wealth Advisors
Florida
$622K -$422K -2,040 -40%
GWCM
691
Godshalk Welsh Capital Management
Pennsylvania
$621K -$10.3K -50 -2%
AFC
692
AFT Forsyth & Company
Florida
$621K +$11.4K +55 +2%
PA
693
Parallel Advisors
California
$620K -$92.7K -448 -13%
HIC
694
Holderness Investments Company
North Carolina
$620K +$1.03K +5 +0.2%
DCM
695
Dupont Capital Management
Delaware
$610K -$994K -4,804 -61%
SWA
696
SFMG Wealth Advisors
Texas
$610K +$4.34K +21 +0.7%
CII
697
Capital International Inc
California
$603K – – –
FB
698
Fulton Bank
Pennsylvania
$603K +$27.5K +133 +5%
LWAC
699
Laurel Wealth Advisors (California)
California
$600K -$57.3K -277 -9%
SPC
700
Stewart & Patten Company
California
$600K -$20.7K -100 -3%