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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
601
Crestwood Advisors Group
Massachusetts
$914K +$234K +2,191 +37%
AC
602
Avestar Capital
New York
$912K -$10.8K -101 -1%
FTWA
603
Fifth Third Wealth Advisors
Ohio
$904K -$24.3K -228 -3%
BMWS
604
Brady Martz Wealth Solutions
North Dakota
$896K +$15.4K +144 +2%
PCM
605
PAR Capital Management
Massachusetts
$894K +$854K +8,000 New
JWCA
606
J.W. Cole Advisors
Florida
$886K +$846K +7,930 New
VA
607
VestGen Advisors
Illinois
$883K +$37.3K +350 +5%
JKA
608
Jones Kertz & Associates
Minnesota
$881K -$32K -300 -4%
HWAM
609
Hennion & Walsh Asset Management
New Jersey
$877K +$65K +609 +8%
LFG
610
Larson Financial Group
Missouri
$874K +$144K +1,347 +21%
Kayne Anderson Rudnick Investment Management
611
Kayne Anderson Rudnick Investment Management
California
$869K -$192K -1,803 -19%
BNA
612
BankChampaign National Association
Illinois
$853K -$1.6K -15 -0.2%
OL
613
Odyssean LLC
Connecticut
$849K +$249K +2,334 +44%
SAI
614
Systematic Alpha Investments
New Jersey
$847K – – –
FFA
615
Farther Finance Advisors
California
$840K -$130K -1,220 -14%
CPC
616
Cookson Peirce & Co
Pennsylvania
$838K +$800K +7,501 New
CCA
617
Checchi Capital Advisers
California
$838K -$2.67K -25 -0.3%
CWS
618
Confluence Wealth Services
Pennsylvania
$837K +$35.7K +335 +5%
3IP
619
3Chopt Investment Partners
Virginia
$832K -$18.5K -173 -2%
RGC
620
Roberts, Glore & Co
Illinois
$832K -$98K -918 -11%
IAN
621
Integrated Advisors Network
Texas
$828K +$107K +1,002 +16%
GIA
622
GHP Investment Advisors
Colorado
$822K +$107 +1 +0%
WA1
623
Wimmer Associates 1
California
$819K – – –
CF
624
Centaurus Financial
California
$819K -$3.84K -36 -0.5%
BJL
625
Brighton Jones LLC
Washington
$818K +$34.6K +324 +5%