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Name Holding Trade Value Shares
Change
Change in
Stake
FAN
1876
Financial Advisors Network
California
$606K -$40K -973 -7%
RCM
1877
RB Capital Management
Nevada
$601K -$47.3K -1,152 -8%
CA
1878
Cortland Associates
Missouri
$600K -$14K -341 -2%
CCP
1879
Cardan Capital Partners
Colorado
$600K +$74.8K +1,819 +16%
NAS
1880
Nicolet Advisory Services
Wisconsin
$598K +$2.18K +53 +0.4%
SIA
1881
SkyView Investment Advisors
New Jersey
$598K +$550K +13,373 New
HA
1882
HYA Advisors
Missouri
$596K +$5.88K +143 +1%
IIM
1883
Ironwood Investment Management
Massachusetts
$594K -$67.4K -1,639 -11%
HCMNY
1884
Howard Capital Management (New York)
New York
$592K +$2.42K +59 +0.4%
LIG
1885
Lokken Investment Group
Delaware
$591K +$543K +13,216 New
AWA
1886
Arete Wealth Advisors
Illinois
$590K -$560K -13,624 -51%
AI
1887
Accredited Investors
Minnesota
$589K +$59.9K +1,458 +12%
LB
1888
Legacy Bridge
Iowa
$586K -$308K -7,500 -36%
LFA
1889
Landmark Financial Advisors
Kentucky
$586K +$94.1K +2,289 +22%
WA
1890
Winfield Associates
Ohio
$585K +$20.5K +500 +4%
WIA
1891
World Investment Advisors
California
$581K -$69K -1,680 -12%
WAP
1892
Wealthcare Advisory Partners
Pennsylvania
$581K +$165K +4,013 +45%
TNA
1893
True North Advisors
Texas
$574K -$144K -3,505 -21%
ML
1894
McAdam LLC
Pennsylvania
$573K +$20.7K +504 +4%
CPA
1895
Clear Perspective Advisors
Illinois
$572K -$21K -510 -4%
DOA
1896
D'Orazio & Associates
Virginia
$570K +$247 +6 +0%
HWA
1897
HHM Wealth Advisors
Tennessee
$569K -$24.4K -593 -4%
SMM
1898
Stadion Money Management
Georgia
$568K
PL
1899
Plancorp LLC
Missouri
$566K +$37.2K +906 +8%
CPC
1900
Congress Park Capital
New York
$565K +$41.1K +1,000 +9%