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Name Holding Trade Value Shares
Change
Change in
Stake
SHF
1726
Safe Harbor Fiduciary
Florida
$774K +$686K +3,500 New
TVAMP
1727
Tennessee Valley Asset Management Partners
Tennessee
$772K +$392 +2 +0.1%
IAS
1728
Investment Advisory Services
Texas
$772K +$69.8K +356 +11%
SI
1729
Saxon Interests
Texas
$772K +$36.9K +188 +6%
LAI
1730
Legal Advantage Investments
California
$770K – – –
SPL
1731
Smart Portfolios LLC
Washington
$770K -$10.6K -54 -2%
AA
1732
Auxano Advisors
Washington
$767K +$40.8K +208 +6%
WKWM
1733
Walter & Keenan Wealth Management
Indiana
$767K +$1.76K +9 +0.3%
VF
1734
Virtu Financial
New York
$766K +$679K +3,465 New
LIA
1735
Lynx Investment Advisory
District of Columbia
$766K +$64.9K +331 +11%
PA
1736
Promethium Advisors
Maryland
$766K +$679K +3,463 New
LAM
1737
Lewis Asset Management
California
$765K +$37.3K +190 +6%
I2I
1738
Insight 2811 Inc
Illinois
$764K – – –
HFP
1739
Holistic Financial Partners
Indiana
$763K +$194K +990 +40%
SMC
1740
Smith, Moore & Co
Missouri
$762K +$11.8K +60 +2%
LWM
1741
Laidlaw Wealth Management
New York
$762K -$46.9K -239 -6%
EBA
1742
Eagle Bay Advisors
New York
$762K -$20K -102 -3%
GWA
1743
Gratus Wealth Advisors
Virginia
$758K -$6.67K -34 -1%
WQ
1744
Wealth Quarterback
New Jersey
$757K -$8.82K -45 -1%
SNS Financial Group
1745
SNS Financial Group
Minnesota
$755K -$18.6K -95 -3%
KFS
1746
Kurt F. Somerville
$754K – – –
SFG
1747
Shum Financial Group
California
$753K +$712K +3,630 New
GFA
1748
Gallagher Fiduciary Advisors
Illinois
$752K +$101K +516 +18%
CP
1749
Creekside Partners
California
$748K +$1.18K +6 +0.2%
PTP
1750
Platform Technology Partners
New York
$747K -$13.7K -70 -2%