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Name Holding Trade Value Shares
Change
Change in
Stake
AAG
1001
Armstrong Advisory Group
Massachusetts
$194K – – –
VCM
1002
Versant Capital Management
Arizona
$189K +$65.6K +652 +63%
LFG
1003
Larson Financial Group
Missouri
$183K -$37.6K -374 -19%
AF
1004
Advisornet Financial
Minnesota
$183K +$2.92K +29 +2%
CCWM
1005
Cassaday & Co Wealth Management
Virginia
$180K +$161K +1,600 New
BTC
1006
Bank & Trust Company
Illinois
$179K – – –
SCM
1007
Silvant Capital Management
Georgia
$178K – – –
MA
1008
Montag & Associates
Georgia
$177K – – –
TFA
1009
Transamerica Financial Advisors
Florida
$169K +$71.9K +715 +91%
CA
1010
Crewe Advisors
Utah
$161K +$604 +6 +0.4%
OC
1011
Oakworth Capital
Alabama
$158K -$13.4K -133 -9%
LI
1012
Louisbourg Investments
New Brunswick, Canada
$157K – – –
CH
1013
Cromwell Holdings
Wyoming
$156K – – –
CFO
1014
CVA Family Office
Colorado
$151K +$22.4K +223 +20%
APW
1015
Aventura Private Wealth
Florida
$150K +$5.03K +50 +4%
WSC
1016
Wellington Shields & Co
New York
$146K – – –
AF
1017
Avanza Fonder
Sweden
$145K +$11.7K +116 +10%
CTA
1018
Colonial Trust Advisors
South Carolina
$144K -$5.23K -52 -4%
RFP
1019
Root Financial Partners
California
$142K +$5.53K +55 +5%
OL
1020
OneFund LLC
Florida
$140K – – –
CT
1021
Colonial Trust
South Carolina
$139K -$42.3K -420 -25%
FCAS
1022
First Command Advisory Services
Texas
$138K +$13.7K +136 +12%
1IA
1023
1620 Investment Advisors
Massachusetts
$135K – – –
KFG
1024
Kingdom Financial Group
Arizona
$130K +$1.01K +10 +0.9%
LAS
1025
Lloyd Advisory Services
Georgia
$130K +$115K +1,147 +10,427%