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Name Holding Trade Value Shares
Change
Change in
Stake
IC
651
IEQ Capital
California
$645K -$634K -13,594 -46%
SFA
652
Sequoia Financial Advisors
Ohio
$644K -$226K -4,844 -23%
FIA
653
Foundations Investment Advisors
Arizona
$643K +$34.7K +744 +5%
LSA
654
Lion Street Advisors
Texas
$640K +$166K +3,564 +29%
DWP
655
Daymark Wealth Partners
Ohio
$639K -$139K -2,986 -2%
S
656
SignatureFD
Georgia
$636K -$10.5K -226 -1%
PJWM
657
Philip James Wealth Mangement
Georgia
$634K -$825K -17,683 -53%
IFG
658
Independent Financial Group
California
$633K -$65.8K -1,410 -8%
LFG
659
Larson Financial Group
Missouri
$631K +$647K +13,859 +745%
OF
660
Outfitter Financial
Maine
$630K -$407K -8,730 -36%
ICA
661
Infrastructure Capital Advisors
New York
$629K -$386K -8,280 -35%
WI
662
Wahed Invest
New York
$628K +$44.1K +945 +6%
QL
663
Quarry LP
New York
$622K -$226K -4,835 -24%
AHC
664
Adell Harriman & Carpenter
Texas
$622K -$1.24M -26,658 -63%
HWM
665
Hohimer Wealth Management
Washington
$620K
RPCONE
666
Retirement Planning Company of New England
Rhode Island
$619K +$162K +3,470 +29%
ACP
667
Aviance Capital Partners
Florida
$616K +$28K +600 +4%
PA
668
Profund Advisors
Maryland
$616K -$396K -8,493 -36%
SSB
669
Sandy Spring Bank
Maryland
$615K -$21K -450 -3%
PI
670
Pettee Investors
Connecticut
$613K
TWM
671
Topsail Wealth Management
North Carolina
$611K +$711K +15,228 New
BLC
672
Brown, Lisle/Cummings
Rhode Island
$608K +$129K +2,771 +22%
CFB
673
Cullen/Frost Bankers
Texas
$607K -$9.56K -205 -1%
AFP
674
Ausdal Financial Partners
Iowa
$606K +$375K +8,045 +114%
BFA
675
Benedict Financial Advisors
Georgia
$606K -$4.57K -98 -0.6%