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Name Holding Trade Value Shares
Change
Change in
Stake
CMS
976
Capital Market Strategies
Florida
$555K -$21.2K -330 -4%
VH
977
Visionary Horizons
Tennessee
$550K -$59.1K -920 -10%
PA
978
Procyon Advisors
Connecticut
$550K -$2.57K -40 -0.5%
RIA
979
Regal Investment Advisors
Michigan
$546K +$6.42K +100 +1%
MOS
980
MGO One Seven
Ohio
$546K -$53.9K -840 -10%
Marshall Wace
981
Marshall Wace
United Kingdom
$545K -$22M -342,200 -98%
VFA
982
Valeo Financial Advisors
Indiana
$540K +$42.4K +660 +9%
FWP
983
FAS Wealth Partners
Kansas
$537K +$12.8K +200 +3%
EWA
984
EverSource Wealth Advisors
Alabama
$535K +$47.5K +740 +11%
ECM
985
Evergreen Capital Management
Washington
$535K -$5.78K -90 -1%
AAS
986
Annex Advisory Services
Wisconsin
$534K +$2.57K +40 +0.5%
HMS
987
Hanseatic Management Services
New Mexico
$532K +$642 +10 +0.1%
MAM
988
McLean Asset Management
Virginia
$527K +$642 +10 +0.1%
AC
989
Avestar Capital
New York
$524K +$118K +1,830 +32%
TWP
990
Triad Wealth Partners
Kansas
$524K +$482K +7,500 New
GTAM
991
Global Trust Asset Management
Florida
$522K -$514K -8,000 -52%
FCA
992
FLC Capital Advisors
California
$522K – – –
PTC
993
Private Trust Company
Ohio
$520K +$175K +2,730 +58%
NAM
994
NorthCrest Asset Manangement
Minnesota
$519K +$12.2K +190 +3%
DAS
995
Diversify Advisory Services
Utah
$514K +$464K +7,230 New
BAM
996
Berkshire Asset Management
Pennsylvania
$511K -$5.14K -80 -1%
MA
997
MJP Associates
Connecticut
$511K +$469K +7,310 New
FHA
998
First Horizon Advisors
Tennessee
$509K +$109K +1,690 +30%
PFBT
999
Parkside Financial Bank & Trust
Missouri
$508K -$17.3K -270 -4%
FFM
1000
Forum Financial Management
Illinois
$506K – – –