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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
901
Farther Finance Advisors
California
$396K +$276K +1,215 +277%
DAS
902
Dynamic Advisor Solutions
Arizona
$396K -$4.77K -21 -1%
PFBT
903
Parkside Financial Bank & Trust
Missouri
$395K +$33K +145 +10%
ALAM
904
Asahi Life Asset Management
Japan
$394K +$374K +1,645 New
ADL
905
Asset Dedication LLC
California
$394K
NFA
906
Northern Financial Advisors
Michigan
$393K
FMP
907
Financial Management Professionals
Texas
$390K +$31.1K +137 +9%
WS
908
Wela Strategies
Georgia
$389K +$17.1K +75 +5%
FTWA
909
Fifth Third Wealth Advisors
Ohio
$386K -$112K -492 -23%
CP
910
Camelot Portfolios
Ohio
$385K +$366K +1,608 New
WAP
911
Wealthcare Advisory Partners
Pennsylvania
$385K -$19.3K -85 -5%
FNBSF
912
First National Bank Sioux Falls
South Dakota
$383K
HGWM
913
Horst & Graben Wealth Management
Oregon
$383K
CA
914
Calton & Associates
Florida
$383K +$363K +1,598 New
LB
915
Legacy Bridge
Iowa
$378K
RCAG
916
Rehmann Capital Advisory Group
Michigan
$377K -$2.05K -9 -0.6%
EM
917
ELCO Management
New York
$376K -$56.8K -250 -14%
HBW
918
Hazlett, Burt & Watson
West Virginia
$375K +$127K +560 +56%
MWM
919
Modera Wealth Management
New Jersey
$374K -$33.9K -149 -9%
CIC
920
Cutler Investment Counsel
Oregon
$373K +$354K +1,558 New
KAS
921
KPP Advisory Services
Kentucky
$373K -$4.55K -20 -1%
JIC
922
Johnson Investment Counsel
Ohio
$373K +$1.36K +6 +0.4%
GA
923
Geller Advisors
New York
$372K
WA
924
Wealth Alliance
New York
$371K +$1.82K +8 +0.5%
SCM
925
Stevens Capital Management
Pennsylvania
$369K -$8.64K -38 -2%