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Name Holding Trade Value Shares
Change
Change in
Stake
FFS
701
Founders Financial Securities
Maryland
$475K +$15.9K +177 +4%
C
702
Certuity
Florida
$470K +$192K +2,135 +70%
CAU
703
Caxton Associates (UK)
$468K +$462K +5,145 New
MFS
704
Mirabella Financial Services
United Kingdom
$468K +$462K +5,139 New
WC
705
Whitney & Co
New York
$466K +$71.9K +800 +19%
FCM
706
Fieldview Capital Management
Michigan
$466K +$460K +5,119 New
OIA
707
OneDigital Investment Advisors
Kansas
$465K -$209K -2,327 -31%
AWP
708
Abacus Wealth Partners
California
$464K +$4.22K +47 +0.9%
DWT
709
Dorsey & Whitney Trust
South Dakota
$458K +$6.83K +76 +2%
PI
710
PFG Investments
New York
$457K +$75.6K +842 +20%
PF
711
Phoenix Financial
Israel
$456K +$75.8K +844 +20%
PFGIA
712
Patriot Financial Group Insurance Agency
Massachusetts
$452K +$126K +1,405 +39%
IAA
713
Independent Advisor Alliance
North Carolina
$450K -$907K -10,095 -67%
JIP
714
Jaffetilchin Investment Partners
Florida
$450K +$444K +4,946 New
LIM
715
Leavell Investment Management
Alabama
$450K -$9.43K -105 -2%
Capstone Investment Advisors
716
Capstone Investment Advisors
New York
$448K +$214K +2,379 +94%
PCA
717
Peddock Capital Advisors
Massachusetts
$447K +$442K +4,915 New
GWP
718
Gateway Wealth Partners
Wisconsin
$447K +$442K +4,915 New
VFA
719
Valeo Financial Advisors
Indiana
$442K -$175K -1,945 -29%
PPWP
720
Premier Path Wealth Partners
New Jersey
$440K +$51.4K +572 +13%
ETC
721
Exchange Traded Concepts
Oklahoma
$437K +$118K +1,312 +38%
LFAS
722
Level Four Advisory Services
Texas
$435K +$13.7K +153 +3%
Empower Advisory Group
723
Empower Advisory Group
Colorado
$433K +$175K +1,952 +70%
CAAS
724
Capital Asset Advisory Services
Michigan
$432K +$11.6K +129 +3%
EHAM
725
Eagle Harbor Asset Management
Washington
$432K -$10.9K -121 -2%