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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
1001
Larson Financial Group
Missouri
$183K -$37.6K -374 -19%
AF
1002
Advisornet Financial
Minnesota
$183K +$2.92K +29 +2%
CCWM
1003
Cassaday & Co Wealth Management
Virginia
$180K +$161K +1,600 New
BTC
1004
Bank & Trust Company
Illinois
$179K
SCM
1005
Silvant Capital Management
Georgia
$178K
MA
1006
Montag & Associates
Georgia
$177K
TFA
1007
Transamerica Financial Advisors
Florida
$169K +$71.9K +715 +91%
CA
1008
Crewe Advisors
Utah
$161K +$604 +6 +0.4%
OC
1009
Oakworth Capital
Alabama
$158K -$13.4K -133 -9%
LI
1010
Louisbourg Investments
New Brunswick, Canada
$157K
CH
1011
Cromwell Holdings
Wyoming
$156K
CFO
1012
CVA Family Office
Colorado
$151K +$22.4K +223 +20%
APW
1013
Aventura Private Wealth
Florida
$150K +$5.03K +50 +4%
WSC
1014
Wellington Shields & Co
New York
$146K
AF
1015
Avanza Fonder
Sweden
$145K +$11.7K +116 +10%
CTA
1016
Colonial Trust Advisors
South Carolina
$144K -$5.23K -52 -4%
RFP
1017
Root Financial Partners
California
$142K +$5.53K +55 +5%
OL
1018
OneFund LLC
Florida
$140K
CT
1019
Colonial Trust
South Carolina
$139K -$42.3K -420 -25%
FCAS
1020
First Command Advisory Services
Texas
$138K +$13.7K +136 +12%
1IA
1021
1620 Investment Advisors
Massachusetts
$135K
KFG
1022
Kingdom Financial Group
Arizona
$130K +$1.01K +10 +0.9%
LAS
1023
Lloyd Advisory Services
Georgia
$130K +$115K +1,147 +10,427%
CSPIA
1024
Cary Street Partners Investment Advisory
Virginia
$130K -$3.42K -34 -3%
GWM
1025
Geneos Wealth Management
Colorado
$129K +$14.1K +140 +14%