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Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
Parallel Advisors
California
$1.01M +$49.7K +3,654 +5%
IFG
502
Independent Financial Group
California
$1.01M +$20.8K +1,531 +2%
VIA
503
Vident Investment Advisory
Georgia
$1M -$610K -44,860 -39%
FAB
504
First American Bank
Illinois
$999K
HCM
505
Hollencrest Capital Management
California
$998K +$19.9K +1,460 +2%
CFA
506
Capstone Financial Advisors
Illinois
$998K +$204K +15,000 +27%
AWA
507
Arete Wealth Advisors
Illinois
$996K +$544K +40,018 +135%
GPCM
508
Granite Point Capital Management
Massachusetts
$991K +$952K +70,000 New
WP
509
WealthPLAN Partners
Nebraska
$988K -$54.5K -4,007 -7%
DMBA
510
Deseret Mutual Benefit Administrators
Utah
$965K -$349K -25,628 -27%
FHA
511
Flagship Harbor Advisors
Massachusetts
$965K
OPA
512
Old Port Advisors
Maine
$959K -$1.25K -92 -0.1%
Bessemer Group
513
Bessemer Group
New Jersey
$948K +$76.9K +5,654 +9%
IFWM
514
Institute for Wealth Management
Colorado
$944K -$20.8K -1,528 -2%
NC
515
NovaPoint Capital
Georgia
$935K +$167K +12,276 +23%
SWM
516
Spire Wealth Management
Virginia
$928K +$23.8K +1,747 +3%
RFC
517
Regions Financial Corp
Alabama
$924K +$97.4K +7,158 +12%
SEIA
518
Signature Estate & Investment Advisors
California
$923K -$7.52K -553 -0.8%
VFA
519
Valeo Financial Advisors
Indiana
$923K +$293K +21,536 +49%
SI
520
Stephens Inc
Arkansas
$922K -$13.6K -1,001 -2%
USCWA
521
U.S. Capital Wealth Advisors
Texas
$915K +$878K +64,583 New
AMIM
522
Aull & Monroe Investment Management
Alabama
$913K
PIA
523
Powell Investment Advisors
Florida
$913K
RCAG
524
Rehmann Capital Advisory Group
Michigan
$911K +$20.1K +1,477 +2%
Lido Advisors
525
Lido Advisors
California
$911K +$229K +16,820 +35%