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Name Holding Trade Value Shares
Change
Change in
Stake
Valeo Financial Advisors
676
Valeo Financial Advisors
Indiana
$547K -$689 -14 -0.1%
BW
677
Bison Wealth
Georgia
$546K +$21.4K +435 +5%
W
678
Wealthquest
Ohio
$546K +$173K +3,514 +58%
GM
679
GeoWealth Management
Illinois
$546K +$241K +4,902 +105%
DA
680
Drake & Associates
Wisconsin
$542K +$2.17K +44 +0.5%
NFG
681
Nations Financial Group
Iowa
$540K -$126K -2,549 -21%
SOS
682
Silver Oak Securities
Tennessee
$537K +$19.2K +389 +4%
PBK
683
Peoples Bank (Kansas)
Kansas
$536K – – –
AWC
684
Adamsbrown Wealth Consultants
Kansas
$531K -$9.26K -188 -2%
Oppenheimer & Co
685
Oppenheimer & Co
New York
$528K +$158K +3,212 +53%
Perigon Wealth Management
686
Perigon Wealth Management
California
$527K +$52.6K +1,069 +13%
Concurrent Investment Advisors
687
Concurrent Investment Advisors
Florida
$527K +$4.83K +98 +1%
HB Wealth Management
688
HB Wealth Management
Georgia
$522K +$71.9K +1,459 +19%
QC
689
Quent Capital
New York
$520K -$3.64K -74 -0.8%
Ashton Thomas Private Wealth
690
Ashton Thomas Private Wealth
Arizona
$519K +$16.2K +328 +4%
Merit Financial Group
691
Merit Financial Group
Georgia
$517K -$23.2K -472 -5%
SOAMC
692
Spirit of America Management Corp
New York
$514K – – –
IHT Wealth Management
693
IHT Wealth Management
Illinois
$514K +$29.7K +604 +7%
Wilbanks Smith & Thomas Asset Management
694
Wilbanks Smith & Thomas Asset Management
Virginia
$512K +$9.11K +185 +2%
PP
695
Patron Partners
Texas
$512K +$739 +15 +0.2%
SFS
696
Summit Financial Strategies
Ohio
$511K -$8.13K -165 -2%
RDFA
697
Ritter Daniher Financial Advisory
Ohio
$510K -$49.3K -1,000 -10%
BRWA
698
B. Riley Wealth Advisors
Florida
$509K +$191K +3,872 +52%
Focus Partners Advisor Solutions
699
Focus Partners Advisor Solutions
Missouri
$508K +$172K +3,494 +65%
MC
700
Moors & Cabot
Massachusetts
$503K -$1.67K -34 -0.4%