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Name Holding Trade Value Shares
Change
Change in
Stake
EPIMS
901
Evelyn Partners Investment Management Services
$451K -$16.4K -348 -4%
PFS
902
Prospera Financial Services
Texas
$445K +$25.4K +537 +6%
RIA
903
Richwood Investment Advisors
Ohio
$445K -$14.2K -300 -3%
FHA
904
Flagship Harbor Advisors
Massachusetts
$444K -$42.2K -894 -9%
GC
905
Gilbert & Cook
Iowa
$442K +$3.78K +80 +0.9%
LCM
906
LVM Capital Management
Michigan
$441K
YC
907
Yarbrough Capital
Tennessee
$441K
TFG
908
Taylor Financial Group
Virginia
$440K +$189 +4 +0%
VFA
909
Values First Advisors
Tennessee
$439K -$20.2K -427 -5%
IAIM
910
International Assets Investment Management
Florida
$438K
LWM
911
LeConte Wealth Management
Tennessee
$437K +$91.3K +1,933 +28%
AC
912
Avestar Capital
New York
$437K +$172K +3,645 +69%
CT
913
Colonial Trust
South Carolina
$433K -$8.55K -181 -2%
CIAS
914
CFS Investment Advisory Services
New Jersey
$433K -$63.6K -1,347 -12%
FFM
915
Forum Financial Management
Illinois
$432K +$23.2K +490 +6%
HNWAG
916
High Net Worth Advisory Group
Florida
$431K
JFA
917
JNBA Financial Advisors
Minnesota
$428K -$14.6K -309 -3%
HWA
918
Heritage Wealth Advisors
Virginia
$428K
TWM
919
TLW Wealth Management
Florida
$427K -$375K -7,938 -48%
FWA
920
FSM Wealth Advisors
Ohio
$426K +$18.5K +391 +5%
EWM
921
Evermay Wealth Management
Virginia
$426K
LT
922
Legacy Trust
Michigan
$424K -$3.54K -75 -0.9%
GWM
923
GSB Wealth Management
Connecticut
$422K +$756 +16 +0.2%
WPW
924
Waldron Private Wealth
Pennsylvania
$422K
ABC
925
Associated Banc-Corp
Wisconsin
$422K