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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
901
Kingsview Wealth Management
Oregon
$535K -$13K -69 -2%
I
902
InceptionR
California
$534K +$339K +1,800 +173%
RCA
903
Resonant Capital Advisors
Wisconsin
$531K +$44.1K +234 +9%
AIM
904
Alhambra Investment Management
Florida
$530K
NPFS
905
Novak & Powell Financial Services
Florida
$527K
TIM
906
Thompson Investment Management
Wisconsin
$527K
PGA
907
Portland Global Advisors
Maine
$526K
CCA
908
Childress Capital Advisors
Texas
$526K +$259K +1,375 +97%
PFG
909
PAX Financial Group
Texas
$522K -$29.6K -157 -5%
AF
910
Advisornet Financial
Minnesota
$521K +$21.5K +114 +4%
BP
911
Ballentine Partners
Massachusetts
$521K -$49.7K -264 -9%
TNA
912
True North Advisors
Texas
$519K -$2.45K -13 -0.5%
QCIG
913
Quad-Cities Investment Group
Iowa
$508K
FAM
914
Formidable Asset Management
Ohio
$507K
TWA
915
TCI Wealth Advisors
Arizona
$506K -$1.13K -6 -0.2%
AWA
916
Aaron Wealth Advisors
Illinois
$503K -$706K -3,748 -58%
RIL
917
Rothschild Investment LLC
Illinois
$503K -$20K -106 -4%
PW
918
PUREfi Wealth
Massachusetts
$503K +$2.83K +15 +0.6%
CIA
919
Capital Investment Advisors
Georgia
$503K -$9.61K -51 -2%
PWS
920
Proactive Wealth Strategies
Georgia
$502K +$1.32K +7 +0.3%
FFA
921
Fragasso Financial Advisors
Pennsylvania
$499K +$500K +2,656 New
GAG
922
GM Advisory Group
New York
$499K +$5.27K +28 +1%
GFP
923
Gryphon Financial Partners
Ohio
$497K +$8.29K +44 +2%
AM
924
AGF Management
Ontario, Canada
$496K -$11.7K -62 -2%
FFM
925
Forum Financial Management
Illinois
$496K -$32.4K -172 -6%