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Name Holding Trade Value Shares
Change
Change in
Stake
ASN
651
Advisory Services Network
Georgia
$263K +$107 +3 +0%
TIA
652
Tiemann Investment Advisors
California
$260K -$23.2K -650 -9%
VCA
653
Verdence Capital Advisors
Maryland
$259K -$16.3K -457 -6%
FFM
654
Forum Financial Management
Illinois
$258K -$11.5K -322 -4%
TLFA
655
True Link Financial Advisors
California
$256K +$244K +6,817 New
LIM
656
Longfellow Investment Management
Massachusetts
$256K +$243K +6,813 New
WCA
657
Westover Capital Advisors
Delaware
$256K -$81.1K -2,269 -25%
EFS
658
Essex Financial Services
Connecticut
$255K -$2.82K -79 -1%
TCWM
659
Total Clarity Wealth Management
Illinois
$254K -$3.79K -106 -2%
HI
660
Harbour Investments
Wisconsin
$254K +$286 +8 +0.1%
PVI
661
Pine Valley Investments
New Jersey
$253K -$29.9K -838 -11%
VF
662
Virtu Financial
New York
$252K +$239K +6,697 New
WMA
663
Wealth Management Associates
New Jersey
$252K -$10.7K -300 -4%
CIA
664
Capital Investment Advisors
Georgia
$249K +$237K +6,635 New
CT
665
Chicago Trust
Illinois
$248K +$236K +6,607 New
SC
666
Scotia Capital
Ontario, Canada
$248K -$61.7K -1,727 -21%
PA
667
Parallel Advisors
California
$247K +$61.6K +1,725 +36%
AWM
668
Accel Wealth Management
Iowa
$247K +$250 +7 +0.1%
CW
669
CreativeOne Wealth
Kansas
$247K +$235K +6,587 New
RAG
670
RIA Advisory Group
Iowa
$247K +$235K +6,572 New
SP
671
Successful Portfolios
Florida
$246K -$7.54K -211 -3%
AWM
672
Aviso Wealth Management
Washington
$244K +$232K +6,499 New
VFA
673
Valeo Financial Advisors
Indiana
$244K +$231K +6,453 New
BTWM
674
Baker Tilly Wealth Management
Wisconsin
$243K -$1.5K -42 -0.6%
GIA
675
Gladstone Institutional Advisory
Florida
$243K -$27.7K -774 -11%