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Name Holding Trade Value Shares
Change
Change in
Stake
SG
651
Stonnington Group
California
$587K -$576K -1,999 -47%
LNC
652
Lincoln National Corp
Pennsylvania
$587K -$186K -644 -22%
PWM
653
Perigon Wealth Management
California
$585K +$127K +442 +24%
ARG
654
Advisory Resource Group
Oklahoma
$583K +$653K +2,265 New
RCAG
655
Rehmann Capital Advisory Group
Michigan
$581K -$589K -2,043 -48%
TP
656
Truvvo Partners
New York
$577K
EWM
657
Empirical Wealth Management
Washington
$577K +$116K +403 +22%
BMWM
658
Brown Miller Wealth Management
Virginia
$574K +$9.22K +32 +1%
BFM
659
Boothbay Fund Management
New York
$570K +$638K +2,215 New
TIS
660
Tortoise Index Solutions
Kansas
$568K -$106K -368 -14%
CCWA
661
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$568K -$11.8K -41 -2%
RIA
662
Realta Investment Advisors
Delaware
$567K -$452K -1,570 -42%
HCA
663
Harbour Capital Advisors
Virginia
$561K
OWA
664
Octavia Wealth Advisors
Ohio
$556K -$161K -560 -21%
F
665
F3Logic
Minnesota
$551K
WTC
666
WhitTier Trust Company
Nevada
$549K +$9.8K +34 +2%
TVAMP
667
Tennessee Valley Asset Management Partners
Tennessee
$549K +$614K +2,131 New
TC
668
Truvestments Capital
Florida
$548K +$13.3K +46 +2%
TFS
669
TrustCore Financial Services
Tennessee
$544K +$66K +229 +12%
Brown Advisory
670
Brown Advisory
Maryland
$542K -$201K -696 -25%
BFS
671
Bard Financial Services
Connecticut
$541K -$43.2K -150 -7%
KAS
672
Kemnay Advisory Services
New York
$539K +$604K +2,095 New
AWS
673
AJ Wealth Strategies
New York
$536K
SCM
674
Southport Capital Management
Tennessee
$536K +$81.8K +284 +16%
CAAS
675
Capital Asset Advisory Services
Michigan
$532K +$14.4K +50 +2%