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Name Holding Trade Value Shares
Change
Change in
Stake
DF
2051
Donoghue Forlines
Massachusetts
$992K -$335K -2,087 -25%
TAS
2052
TIFF Advisory Services
Pennsylvania
$990K – – –
JMFC
2053
J.M. Forbes & Co
Massachusetts
$990K – – –
WF
2054
Wayfinding Financial
Washington
$990K +$52.3K +326 +6%
Allstate Corporation
2055
Allstate Corporation
Illinois
$986K – – –
SWM
2056
Sendero Wealth Management
Texas
$982K +$1M +6,242 New
RCG
2057
Rock Creek Group
District of Columbia
$980K +$30.3K +189 +3%
Massachusetts Financial Services
2058
Massachusetts Financial Services
Massachusetts
$979K +$53.7K +335 +6%
WW
2059
Waterfront Wealth
Kansas
$974K -$17.2K -107 -2%
WFA
2060
WestHill Financial Advisors
California
$973K +$2.08K +13 +0.2%
LIG
2061
Lokken Investment Group
Delaware
$973K +$95.6K +596 +11%
CSB
2062
City State Bank
Iowa
$972K -$5.45K -34 -0.5%
LWAM
2063
Legacy Wealth Asset Management
Minnesota
$972K +$60K +374 +6%
WQ
2064
Wealth Quarterback
New Jersey
$967K -$1.28K -8 -0.1%
DOA
2065
D'Orazio & Associates
Virginia
$966K +$111K +691 +13%
CG
2066
Corundum Group
Colorado
$966K -$704K -4,394 -42%
AWS
2067
Aspen Wealth Strategies
Colorado
$965K +$650K +4,056 +196%
TNB
2068
Thomasville National Bank
Georgia
$962K +$52.3K +326 +6%
EWA
2069
Encompass Wealth Advisors
Oregon
$961K -$2.08K -13 -0.2%
HVM
2070
Harvest Volatility Management
Connecticut
$961K +$12.5K +78 +1%
NRI
2071
NFP Retirement Inc
California
$960K +$32.1K +200 +3%
CHA
2072
Cooper/Haims Advisors
New York
$960K -$18.8K -117 -2%
KP
2073
Keel Point
Alabama
$959K +$13.8K +86 +1%
FC
2074
Forte Capital
New York
$957K -$23.9K -149 -2%
EFG
2075
Everhart Financial Group
Ohio
$956K -$27.1K -169 -3%