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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
851
Affinity Wealth Management
Delaware
$200K +$232K +6,307 New
KFI
852
Key Financial Inc
Pennsylvania
$194K +$954 +26 +0.4%
FHA
853
First Horizon Advisors
Tennessee
$193K +$24.9K +678 +13%
APA
854
American Portfolios Advisors
New York
$180K +$27.1K +739 +16%
AF
855
Advisornet Financial
Minnesota
$180K -$91.8K -2,500 -31%
CP
856
Castleview Partners
Texas
$180K +$139K +3,797 +50%
ALAM
857
Asahi Life Asset Management
Japan
$176K -$249K -6,780 -56%
BEI
858
Benjamin Edwards Inc
Missouri
$174K -$70.6K -1,923 -27%
WBC
859
West Branch Capital
Massachusetts
$173K -$2.2K -60 -1%
GCM
860
Gables Capital Management
Florida
$172K
BTI
861
Blue Trust Inc
Georgia
$165K +$167K +4,538 New
MCC
862
Money Concepts Capital
Florida
$160K +$12.3K +335 +7%
MA
863
MUFG Americas
New York
$158K
AIM
864
Anchor Investment Management
South Carolina
$157K
SBL
865
Sargent Bickham Lagudis
Colorado
$152K +$1.43K +39 +0.9%
AIM
866
Acropolis Investment Management
Missouri
$148K
CFFP
867
Center for Financial Planning
Michigan
$147K
CSPIA
868
Cary Street Partners Investment Advisory
Virginia
$143K +$160K +4,347 New
RTC
869
Riverview Trust Company
Washington
$141K
VCM
870
Versant Capital Management
Arizona
$140K
NF
871
Norwood Financial
Pennsylvania
$135K
SN
872
Sittner & Nelson
Oregon
$133K
ADL
873
Asset Dedication LLC
California
$128K -$7.71K -210 -5%
HI
874
Harbour Investments
Wisconsin
$126K +$141K +3,834 New
HFS
875
Heritage Financial Services
Massachusetts
$124K +$139K +3,795 New