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Name Holding Trade Value Shares
Change
Change in
Stake
IFP Advisors
751
IFP Advisors
Florida
$527K -$677K -11,539 -57%
Capital Investment Advisors
752
Capital Investment Advisors
Georgia
$525K +$47.5K +810 +10%
WDG
753
Wealth Dimensions Group
Ohio
$525K -$201K -3,418 -28%
Sagespring Wealth Partners
754
Sagespring Wealth Partners
Tennessee
$523K +$502K +8,559 New
Profund Advisors
755
Profund Advisors
Maryland
$522K -$110K -1,867 -18%
Savvy Advisors Inc
756
Savvy Advisors Inc
New York
$522K +$501K +8,543 New
FRA
757
Frank Rimerman Advisors
California
$522K +$20.4K +348 +4%
LA
758
Lifeworks Advisors
Michigan
$521K +$206K +3,511 +70%
IA
759
IFC Advisors
California
$520K +$499K +8,500 New
JBA
760
Johnson Bixby & Associates
Washington
$519K – – –
Advisors Asset Management
761
Advisors Asset Management
Colorado
$516K -$128K -2,188 -21%
ZI
762
ZEGA Investments
Florida
$515K +$514K +8,765 New
EFG
763
Everhart Financial Group
Ohio
$510K +$53.3K +908 +12%
CIM
764
Contravisory Investment Management
Massachusetts
$504K +$483K +8,236 New
Fifth Third Wealth Advisors
765
Fifth Third Wealth Advisors
Ohio
$497K +$107K +1,829 +29%
Davenport & Co
766
Davenport & Co
Virginia
$497K +$3.34K +57 +0.7%
HPCM
767
Hunter Perkins Capital Management
Illinois
$497K -$260K -4,425 -35%
RCM
768
Raleigh Capital Management
North Carolina
$494K -$23.8K -405 -5%
LFA
769
Legacy Financial Advisors
Kentucky
$492K +$90K +1,534 +24%
WWM
770
WJ Wealth Management
Arizona
$490K – – –
FFS
771
Founders Financial Securities
Maryland
$490K +$6.04K +103 +1%
First National Trust
772
First National Trust
Pennsylvania
$488K – – –
Benjamin Edwards Inc
773
Benjamin Edwards Inc
Missouri
$487K – – –
Western Wealth Management
774
Western Wealth Management
Colorado
$487K +$10.4K +177 +2%
RIL
775
Rothschild Investment LLC
Illinois
$483K +$10.8K +184 +2%