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Name Holding Trade Value Shares
Change
Change in
Stake
NPA
1026
Nichols & Pratt Advisers
Massachusetts
$329K – – –
RCA
1027
Resonant Capital Advisors
Wisconsin
$325K +$305K +1,578 New
WAG
1028
Winthrop Advisory Group
Massachusetts
$324K -$8.49K -44 -3%
TSW
1029
Three Seasons Wealth
Utah
$323K +$303K +1,569 New
AFG
1030
Altiora Financial Group
Ohio
$321K – – –
IP
1031
Ignite Planners
California
$321K +$3.86K +20 +1%
SAM
1032
Smartleaf Asset Management
Massachusetts
$320K +$152K +789 +100%
MFIM
1033
Mesirow Financial Investment Management
Illinois
$319K +$45K +233 +18%
SEA
1034
Stegent Equity Advisors
Texas
$315K -$18.5K -96 -6%
RA
1035
RFG Advisory
Alabama
$315K +$36.1K +187 +14%
CPIG
1036
Chicago Partners Investment Group
Illinois
$315K +$290K +1,501 New
UW
1037
Unique Wealth
Florida
$314K +$23.4K +121 +9%
WCWM
1038
Willow Creek Wealth Management
California
$312K +$8.49K +44 +3%
SIM
1039
Sentry Investment Management
Wisconsin
$310K – – –
CAM
1040
Claret Asset Management
Quebec, Canada
$309K +$1.54K +8 +0.5%
BC
1041
Burney Company
Virginia
$309K -$328K -1,700 -53%
CPC
1042
Consolidated Planning Corp
Georgia
$307K +$288K +1,493 New
KFC
1043
Klingenstein Fields & Co
New York
$307K – – –
FL
1044
Fort LP
Maryland
$306K -$45.7K -237 -14%
MW
1045
Marcum Wealth
Ohio
$305K +$2.7K +14 +1%
BTW
1046
Boston Trust Walden
Massachusetts
$305K +$3.09K +16 +1%
ARC
1047
Advisor Resource Council
Texas
$303K +$284K +1,472 New
WAG
1048
Wallace Advisory Group
California
$303K -$250K -1,296 -75%
SWA
1049
Stratos Wealth Advisors
Ohio
$298K +$38.2K +198 +16%
CAWM
1050
Capital Advisors Wealth Management
Washington
$297K – – –