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Name Holding Trade Value Shares
Change
Change in
Stake
AWC
501
Abundance Wealth Counselors
Pennsylvania
$678K +$611K +16,861 New
VFA
502
Valeo Financial Advisors
Indiana
$676K +$4.13K +114 +0.7%
BG
503
Bahl & Gaynor
Ohio
$676K
FI
504
FJ Investments
Utah
$672K +$606K +16,700 New
MAS
505
Meeder Advisory Services
Ohio
$666K -$88.7K -2,446 -13%
IFG
506
Independent Financial Group
California
$666K -$391K -10,793 -39%
RFA
507
Register Financial Advisors
Georgia
$664K -$38.2K -1,053 -6%
SC
508
Savant Capital
Illinois
$656K +$266K +7,323 +82%
ITC
509
Inspire Trust Company
Nevada
$650K +$586K +16,155 New
LCM
510
Landscape Capital Management
New Jersey
$643K +$579K +15,981 New
NC
511
Napatree Capital
Rhode Island
$640K +$577K +15,919 New
Carson Wealth (CWM LLC)
512
Carson Wealth (CWM LLC)
Nebraska
$636K -$49K -1,350 -8%
IA
513
IFP Advisors
Florida
$635K -$73.3K -2,022 -11%
PWM
514
Perigon Wealth Management
California
$631K +$194K +5,357 +52%
CL
515
COWA LLC
Oklahoma
$629K -$34.7K -957 -6%
OIA
516
OneDigital Investment Advisors
Kansas
$629K -$18.7K -515 -3%
AI
517
Atom Investors
Texas
$628K +$183K +5,037 +48%
Nordea Investment Management
518
Nordea Investment Management
Sweden
$626K -$335K -9,242 -37%
SIM
519
Sentry Investment Management
Wisconsin
$626K +$429K +11,839 +317%
CMAI
520
Capital Management Associates Inc
Minnesota
$625K +$563K +15,533 New
BMCM
521
Black Maple Capital Management
Wisconsin
$624K +$181K +5,000 +48%
SWM
522
Spire Wealth Management
Virginia
$615K -$209K -5,756 -26%
SFA
523
Sequoia Financial Advisors
Ohio
$612K +$174K +4,789 +46%
SI
524
Symmetry Investments
Jersey
$607K +$548K +15,100 New
CC
525
Cannell & Co
New York
$600K -$13.3M -366,070 -96%