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Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
826
Focus Partners Advisor Solutions
Missouri
$645K +$9.65K +50 +2%
IA
827
Inspire Advisors
Idaho
$643K -$12.9K -67 -2%
PFA
828
Petra Financial Advisors
Colorado
$643K +$603K +3,125 New
HSA
829
HBK Sorce Advisory
Pennsylvania
$643K -$35.5K -184 -6%
PCM
830
Parsons Capital Management
Rhode Island
$641K -$38.6K -200 -6%
TPI
831
Trust Point Inc
Wisconsin
$637K -$27.2K -141 -4%
NAS
832
Nicolet Advisory Services
Wisconsin
$636K +$772 +4 +0.1%
AF
833
Advisornet Financial
Minnesota
$630K +$80.9K +419 +16%
FFM
834
Forum Financial Management
Illinois
$629K +$1.74K +9 +0.3%
SC
835
Syon Capital
California
$628K +$8.49K +44 +1%
HPC
836
HM Payson & Co
Maine
$628K -$207K -1,072 -26%
PP
837
Patron Partners
Texas
$626K +$3.67K +19 +0.6%
HAG
838
HighPoint Advisor Group
Illinois
$619K +$77.4K +401 +15%
MIC
839
Maxi Investments CY
Cyprus
$618K +$579K +3,000 New
WAM
840
Wolverine Asset Management
Illinois
$618K +$579K +3,000 New
CM
841
Castleark Management
Illinois
$609K – – –
CA
842
Clearstead Advisors
Ohio
$609K +$58.7K +304 +11%
CFP
843
Catalyst Financial Partners
Massachusetts
$608K +$7.14K +37 +1%
SPC
844
Sigma Planning Corp
Michigan
$603K +$150K +777 +36%
MGIA
845
Moneta Group Investment Advisors
Missouri
$601K +$62.5K +324 +12%
RIL
846
Rothschild Investment LLC
Illinois
$595K +$6.37K +33 +1%
PGA
847
Portland Global Advisors
Maine
$589K – – –
CI
848
Conning Inc
Connecticut
$586K -$10K -52 -2%
BIG
849
Brooklyn Investment Group
New York
$586K +$18.5K +96 +3%
TFA
850
Toth Financial Advisory
Virginia
$584K +$139K +720 +34%