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Name Holding Trade Value Shares
Change
Change in
Stake
AF
801
Advisornet Financial
Minnesota
$528K +$14.2K +224 +3%
RFA
802
ROI Financial Advisors
Oregon
$528K +$70.7K +1,116 +17%
AWG
803
Altus Wealth Group
Colorado
$527K +$493K +7,782 New
CGL
804
Clarius Group LLC
Washington
$525K +$41.4K +653 +9%
RA
805
RFG Advisory
Alabama
$525K +$190K +3,004 +63%
DWT
806
Dorsey & Whitney Trust
South Dakota
$518K +$3.8K +60 +0.8%
BAM
807
Belpointe Asset Management
Nevada
$518K +$31.2K +492 +7%
PSP
808
Principal Street Partners
Tennessee
$516K +$10.5K +166 +2%
AIC
809
Archer Investment Corporation
Indiana
$514K +$127 +2 +0%
FSA
810
Franklin Street Advisors
North Carolina
$514K +$37.8K +597 +9%
HSA
811
HBK Sorce Advisory
Pennsylvania
$513K -$16.2K -255 -3%
PP
812
PDS Planning
Ohio
$512K +$17.8K +281 +4%
IC
813
Iconiq Capital
California
$510K +$111K +1,750 +30%
WMA
814
Wealth Management Associates
New Jersey
$510K +$63 +1 +0%
LCGC
815
Legacy Capital Group California
California
$508K -$6.15K -97 -1%
FIM
816
Fruth Investment Management
Texas
$507K
WI
817
Westbourne Investments
Virginia
$504K +$472K +7,450 New
EC
818
EntryPoint Capital
New York
$504K +$472K +7,443 New
BFG
819
Beacon Financial Group
Texas
$504K -$126K -1,992 -21%
PFM
820
Phillips Financial Management
Indiana
$502K +$249K +3,929 +112%
QWP
821
Quotient Wealth Partners
Texas
$500K +$507 +8 +0.1%
ACM
822
Advisors Capital Management
New Jersey
$498K +$219K +3,459 +89%
WWM
823
Western Wealth Management
Colorado
$492K -$43.9K -693 -9%
CCA
824
Checchi Capital Advisers
California
$489K +$33.1K +523 +8%
W
825
Wealthquest
Ohio
$488K -$16.2K -255 -3%