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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
551
Sequoia Financial Advisors
Ohio
$519K +$33.8K +163 +7%
BA
552
Bristlecone Advisors
Washington
$516K +$231K +1,111 +86%
TFS
553
TrustCore Financial Services
Tennessee
$513K +$106K +513 +27%
NP
554
NorthRock Partners
Minnesota
$506K -$3.94K -19 -0.8%
GWM
555
Geneos Wealth Management
Colorado
$499K +$2.28K +11 +0.5%
GKWIM
556
Gerber Kawasaki Wealth & Investment Management
California
$499K +$96.1K +463 +25%
MYAM
557
Meiji Yasuda Asset Management
Japan
$496K +$7.26K +35 +2%
VFM
558
Vivid Financial Management
California
$488K +$470K +2,265 New
ALAM
559
Asahi Life Asset Management
Japan
$486K -$18.7K -90 -4%
TP
560
Truvvo Partners
New York
$482K
TSS
561
Two Sigma Securities
New York
$482K +$465K +2,239 New
LNC
562
Lincoln National Corp
Pennsylvania
$481K +$463K +2,233 New
VCA
563
Verdence Capital Advisors
Maryland
$480K -$15.6K -75 -3%
IFG
564
Independent Financial Group
California
$475K -$185K -893 -29%
Cetera Investment Advisers
565
Cetera Investment Advisers
Illinois
$473K -$13.1K -63 -3%
ACM
566
Alpha Capital Management
Texas
$473K +$456K +2,199 New
WP
567
WealthPLAN Partners
Nebraska
$472K +$7.26K +35 +2%
HCA
568
Harbour Capital Advisors
Virginia
$469K -$423K -2,037 -48%
HSA
569
HBK Sorce Advisory
Pennsylvania
$466K +$449K +2,164 New
LHC
570
Little House Capital
Massachusetts
$459K -$9.13K -44 -2%
SSWM
571
Sheets Smith Wealth Management
North Carolina
$457K +$441K +2,125 New
SCA
572
Snowden Capital Advisors
New York
$456K +$180K +866 +69%
S
573
SignatureFD
Georgia
$454K +$90.1K +434 +26%
BFS
574
Bradley Foster & Sargent
Connecticut
$454K +$438K +2,111 New
AWS
575
AJ Wealth Strategies
New York
$448K