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Name Holding Trade Value Shares
Change
Change in
Stake
KF
901
Krilogy Financial
Missouri
$714K +$395K +19,052 +148%
SCA
902
Snowden Capital Advisors
New York
$714K -$43.3K -2,091 -6%
BHIA
903
Birch Hill Investment Advisors
Massachusetts
$712K
AFP
904
Ausdal Financial Partners
Iowa
$712K -$30.3K -1,463 -4%
AIM
905
Anchor Investment Management
South Carolina
$710K -$82.2K -3,967 -11%
SW
906
SVB Wealth
Massachusetts
$708K +$655K +31,613 New
WP
907
WealthPLAN Partners
Nebraska
$706K +$17.8K +861 +3%
DI
908
Diligent Investors
California
$706K -$1.35M -65,384 -67%
SVWAG
909
Sound View Wealth Advisors Group
Georgia
$704K -$88.2K -4,258 -12%
UA
910
Unison Advisors
District of Columbia
$702K
CF
911
Copperwynd Financial
Arizona
$701K -$126K -6,100 -16%
GWMR
912
GC Wealth Management RIA
Massachusetts
$700K +$648K +31,261 New
CPRC
913
Consolidated Portfolio Review Corp
New York
$700K -$596K -28,760 -48%
AIA
914
AIMZ Investment Advisors
California
$699K -$11K -533 -2%
FCH
915
Freestone Capital Holdings
Washington
$696K -$4.19K -202 -0.6%
LIA
916
LS Investment Advisors
Michigan
$696K
KMWM
917
Keudell/Morrison Wealth Management
Oregon
$690K +$17.7K +855 +3%
CCM
918
Chickasaw Capital Management
Tennessee
$690K -$14.5K -700 -2%
Financial Engines Advisors
919
Financial Engines Advisors
California
$689K +$112K +5,406 +21%
DIP
920
DT Investment Partners
Pennsylvania
$687K
LFA
921
Legend Financial Advisors
Pennsylvania
$687K -$12.1K -583 -2%
SRC
922
Shufro Rose & Co
New York
$686K -$8.29K -400 -1%
RIL
923
Rothschild Investment LLC
Illinois
$685K -$15.3K -738 -2%
WQ
924
Wealth Quarterback
New Jersey
$685K +$10.8K +523 +2%
EGA
925
Eagle Global Advisors
Texas
$684K