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Name Holding Trade Value Shares
Change
Change in
Stake
AF
901
Allworth Financial
California
$212K +$7.05K +15 +4%
CAC
902
Certified Advisory Corp
Florida
$212K +$204K +435 New
NHC
903
Nicholas Hoffman & Company
Georgia
$212K +$204K +435 New
RPCONE
904
Retirement Planning Company of New England
Rhode Island
$211K -$69.6K -148 -25%
EWA
905
EverSource Wealth Advisors
Alabama
$211K -$61.6K -131 -23%
WB
906
West Bancorporation
Iowa
$210K +$203K +432 New
NFA
907
Northern Financial Advisors
Michigan
$210K +$203K +431 New
MWM
908
Mascoma Wealth Management
New Hampshire
$209K
CFP
909
Catalyst Financial Partners
Massachusetts
$209K +$202K +430 New
WA
910
Wealth Alliance
New York
$209K +$202K +430 New
HSA
911
HBK Sorce Advisory
Pennsylvania
$208K +$201K +428 New
JSL
912
JT Stratford LLC
Georgia
$208K -$28.7K -61 -12%
BFEC
913
Benjamin F. Edwards & Company
Missouri
$208K -$71.9K -153 -26%
FW
914
FirstPurpose Wealth
Utah
$208K +$201K +427 New
IAS
915
Insigneo Advisory Services
Florida
$207K +$200K +425 New
RIA
916
Realta Investment Advisors
Delaware
$207K
FAIM
917
Financial Advocates Investment Management
Washington
$207K -$11.7K -25 -6%
FNT
918
First National Trust
Pennsylvania
$207K -$13.2K -28 -6%
KFGK
919
Keystone Financial Group (Kentucky)
Kentucky
$204K +$197K +420 New
WANY
920
Wealthspire Advisors (New York)
New York
$204K +$197K +420 New
IAIM
921
International Assets Investment Management
Florida
$203K +$193K +411 New
HTC
922
Haverford Trust Company
Pennsylvania
$202K +$195K +416 New
LGG
923
Luts & Greenleigh Group
Maryland
$202K +$195K +415 New
WA
924
Waddell & Associates
Tennessee
$200K +$194K +412 New
AA
925
Alta Advisers
United Kingdom
$195K