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Name Holding Trade Value Shares
Change
Change in
Stake
WDG
701
Wealth Dimensions Group
Ohio
$282K
AC
702
Avestar Capital
New York
$281K +$268K +606 New
PFPT
703
Pinnacle Financial Partners (Tennessee)
Tennessee
$280K -$443 -1 -0.2%
KWA
704
KCS Wealth Advisory
California
$279K
LIA
705
LBMC Investment Advisors
Tennessee
$278K -$232K -524 -47%
BFS
706
Bard Financial Services
Connecticut
$278K
NAM
707
Nexpoint Asset Management
Texas
$278K +$266K +600 New
DCM
708
Dupont Capital Management
Delaware
$275K -$251K -567 -49%
GA
709
GraniteShares Advisors
New York
$275K +$263K +594 New
DWM
710
Drive Wealth Management
Utah
$274K +$261K +589 New
PA
711
Pinnacle Associates
New York
$270K -$11.1K -25 -4%
BBA
712
BLB&B Advisors
Pennsylvania
$269K
PFG
713
PAX Financial Group
Texas
$267K -$5.31K -12 -2%
CSIA
714
Charles Schwab Investment Advisory
California
$267K
RIA
715
Realta Investment Advisors
Delaware
$264K
SWP
716
Stratos Wealth Partners
Ohio
$264K +$3.1K +7 +1%
PWM
717
Perigon Wealth Management
California
$262K +$250K +564 New
HCP
718
Hexagon Capital Partners
Arkansas
$259K -$885 -2 -0.4%
VWA
719
Visionary Wealth Advisors
Illinois
$259K +$247K +559 New
EFM
720
E Fund Management
China
$255K -$22.6K -51 -9%
EWA
721
Exencial Wealth Advisors
Oklahoma
$255K -$3.1K -7 -1%
BRWM
722
B. Riley Wealth Management
Tennessee
$253K +$11.5K +26 +5%
ECM
723
Evergreen Capital Management
Washington
$252K +$241K +544 New
ADL
724
Asset Dedication LLC
California
$251K
TC
725
TwinBeech Capital
New York
$251K +$239K +541 New