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Name Holding Trade Value Shares
Change
Change in
Stake
NLP
2151
Next Level Private
New York
$863K +$892K +5,561 New
KFG
2152
Kingdom Financial Group
Arizona
$860K +$876K +5,462 New
IGGA
2153
Iron Gate Global Advisors
Utah
$859K -$802 -5 -0.1%
SFS
2154
Strategic Financial Services
New York
$855K +$36.1K +225 +4%
WDG
2155
Wealth Dimensions Group
Ohio
$855K -$19.9K -124 -2%
VF
2156
Virtu Financial
New York
$852K +$868K +5,417 New
RCG
2157
Regatta Capital Group
California
$851K +$93.9K +586 +12%
RFM
2158
Royal Fund Management
Florida
$850K -$962 -6 -0.1%
PCMM
2159
Piedmont Capital Management (Montana)
Montana
$849K -$10.3K -64 -1%
FMP
2160
Financial Management Professionals
Texas
$846K +$14.9K +93 +2%
GGS
2161
Galvin Gaustad & Stein
Arizona
$845K -$281K -1,751 -25%
MFWP
2162
Mosaic Family Wealth Partners
Missouri
$845K -$15.2K -95 -2%
CAM
2163
CPA Asset Management
Florida
$839K +$1.6K +10 +0.2%
SC
2164
Sierra Capital
Florida
$839K +$34.3K +214 +4%
AWM
2165
Angeles Wealth Management
California
$839K +$54.8K +342 +7%
RZH
2166
Relyea Zuckerberg Hanson
Connecticut
$838K -$109K -677 -11%
KC
2167
Kingfisher Capital
North Carolina
$838K +$54.3K +339 +7%
ACP
2168
Aviance Capital Partners
Florida
$835K +$481 +3 +0.1%
IWM
2169
Integris Wealth Management
California
$834K – – –
SFC
2170
Strategic Financial Concepts
Texas
$834K -$26K -162 -3%
BCA
2171
Bray Capital Advisors
Florida
$832K -$31.4K -196 -4%
IIA
2172
Integral Investment Advisors
California
$832K -$9.3K -58 -1%
GAM
2173
Gemmer Asset Management
California
$831K +$37K +231 +5%
AAG
2174
Armstrong Advisory Group
Massachusetts
$829K +$12.8K +80 +2%
TWP
2175
Total Wealth Planning
Ohio
$828K +$8.82K +55 +1%