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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
901
Everhart Financial Group
Ohio
$840K -$146K -555 -16%
LFG
902
Larson Financial Group
Missouri
$838K -$25.3K -96 -3%
MWA
903
Martel Wealth Advisors
Washington
$836K – – –
BONST
904
Bank of Nova Scotia Trust
Ontario, Canada
$836K +$52.7K +200 +7%
Capstone Investment Advisors
905
Capstone Investment Advisors
New York
$835K +$790K +2,998 New
HNW
906
High Note Wealth
Minnesota
$828K -$141K -535 -15%
AA
907
Advisory Alpha
Michigan
$826K +$10K +38 +1%
HI
908
Harbour Investments
Wisconsin
$822K +$12.1K +46 +2%
KWA
909
Kingswood Wealth Advisors
California
$820K +$425K +1,612 +121%
AF
910
Alerus Financial
North Dakota
$819K +$225K +853 +41%
VFA
911
Valeo Financial Advisors
Indiana
$815K -$17.1K -65 -2%
NCM
912
Next Capital Management
New York
$815K – – –
CRC
913
Curi RMB Capital
Illinois
$813K -$232K -880 -23%
CPIG
914
Chicago Partners Investment Group
Illinois
$810K -$158K -599 -16%
DT
915
Diversified Trust
Tennessee
$808K +$4.21K +16 +0.6%
PCG
916
Prosperity Consulting Group
Maryland
$802K +$41.9K +159 +6%
GWWM
917
Great Waters Wealth Management
Minnesota
$801K +$385K +1,463 +103%
VIM
918
Vancity Investment Management
British Columbia, Canada
$797K +$10.3K +39 +1%
SCM
919
Sage Capital Management
New Jersey
$794K +$527 +2 +0.1%
ECM
920
Everence Capital Management
Indiana
$791K – – –
JSC
921
Jackson Square Capital
California
$789K -$54.5K -207 -7%
CWM
922
Connecticut Wealth Management
Connecticut
$789K -$29K -110 -4%
IAN
923
Integrated Advisors Network
Texas
$786K -$107K -408 -13%
CWWM
924
Clear Wave Wealth Management
New Jersey
$785K -$2.63K -10 -0.4%
HIP
925
HUB Investment Partners
Texas
$783K +$35.3K +134 +5%