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Name Holding Trade Value Shares
Change
Change in
Stake
MLA
1401
My Legacy Advisors
Oregon
$720K -$180K -4,525 -21%
PI
1402
PFG Investments
New York
$719K +$91K +2,292 +15%
IIC
1403
Integrated Investment Consultants
Michigan
$715K +$1.43K +36 +0.2%
JGUA
1404
John G. Ullman & Associates
New York
$714K -$2.06K -52 -0.3%
JCM
1405
Jacobi Capital Management
Pennsylvania
$712K +$1.83K +46 +0.3%
FI
1406
Financial Insights
Washington
$709K +$150K +3,773 +28%
RCM
1407
Raleigh Capital Management
North Carolina
$707K +$15.7K +395 +2%
BP
1408
BBR Partners
New York
$706K -$6.63K -167 -1%
PAMG
1409
Patton Albertson Miller Group
Tennessee
$701K -$124K -3,132 -16%
TC
1410
Trust Company
Kansas
$701K -$477K -12,008 -42%
TC
1411
Telemus Capital
Michigan
$698K +$70.9K +1,785 +12%
TFS
1412
Thoroughbred Financial Services
Tennessee
$697K +$193K +4,864 +41%
CC
1413
Chicago Capital
Illinois
$697K
FCM
1414
Fourpath Capital Management
Oklahoma
$694K -$21.1K -532 -3%
FNBTCON
1415
First National Bank & Trust Co of Newtown
Pennsylvania
$694K
AA
1416
Altrafin AG
$693K
RGC
1417
Roberts, Glore & Co
Illinois
$690K +$27.4K +691 +4%
GWS
1418
Glassman Wealth Services
Virginia
$688K +$24.2K +610 +4%
BWM
1419
Buckley Wealth Management
Nevada
$688K +$273K +6,876 +71%
GLA
1420
Good Life Advisors
Pennsylvania
$687K -$78.8K -1,984 -11%
BCFD
1421
Boit C.F. David
$686K
RC
1422
Rovin Capital
Arizona
$681K -$25.8K -650 -4%
BIA
1423
Beacon Investment Advisors
Maryland
$680K -$4.21K -106 -0.6%
PA
1424
Prossimo Advisors
California
$675K -$326K -8,213 -34%
FPAS
1425
Focus Partners Advisor Solutions
Missouri
$674K -$78.3K -1,971 -11%