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Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
551
Mount Yale Investment Advisors
Colorado
$507K +$188K +1,282 +60%
LMKC
552
L.M. Kohn & Company
Ohio
$507K
AIM
553
Avity Investment Management
Connecticut
$506K
DWM
554
Drive Wealth Management
Utah
$503K -$23.3K -159 -5%
PA
555
Probity Advisors
Texas
$501K -$77.6K -530 -14%
GT
556
Glenview Trust
Kentucky
$498K -$8.63K -59 -2%
DAS
557
Dynamic Advisor Solutions
Arizona
$494K +$13.5K +92 +3%
TPCW
558
TD Private Client Wealth
New York
$493K +$347K +2,374 +252%
SL
559
Summitry LLC
California
$488K +$4.39K +30 +0.9%
STA
560
Summit Trail Advisors
New York
$488K +$11.3K +77 +2%
LJAC
561
L.J. Altfest & Co
New York
$486K +$478K +3,266 New
BFS
562
Bard Financial Services
Connecticut
$476K
QWM
563
Quadcap Wealth Management
Texas
$468K -$97.2K -664 -17%
HCM
564
Howland Capital Management
Massachusetts
$467K -$1.17K -8 -0.3%
PFG
565
PAX Financial Group
Texas
$464K +$17.4K +119 +4%
ACM
566
Ategra Capital Management
Virginia
$461K +$198K +1,351 +77%
GI
567
Gradient Investments
Minnesota
$460K -$34.1K -233 -7%
FPAS
568
Focus Partners Advisor Solutions
Missouri
$457K +$450K +3,072 New
CWA
569
Canvas Wealth Advisors
Kansas
$456K -$248K -1,692 -34%
AWA
570
Aaron Wealth Advisors
Illinois
$456K +$448K +3,064 New
AWAU
571
Alliance Wealth Advisors (Utah)
Utah
$454K +$28.8K +197 +7%
TRCT
572
Tower Research Capital (TRC)
New York
$453K +$328K +2,243 +280%
MGWM
573
Marks Group Wealth Management
Minnesota
$452K -$171K -1,167 -28%
CIA
574
Cohen Investment Advisors
New Hampshire
$452K -$11.1K -76 -2%
IAN
575
Integrated Advisors Network
Texas
$451K +$26.3K +180 +6%