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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
476
Global Retirement Partners
California
$15.1K -$187 -3 -1%
HWA
477
Heritage Wealth Advisors
Virginia
$14.5K – – –
IAS
478
IMA Advisory Services
Colorado
$13.4K – – –
BCMLT
479
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K – – –
TSWM
480
Tyler-Stone Wealth Management
Ohio
$11K – – –
SFG
481
Steward Financial Group
Texas
$10K +$10.2K +163 New
JWA
482
JFS Wealth Advisors
Pennsylvania
$9.81K +$1.62K +26 +20%
BBHC
483
Brown Brothers Harriman & Co
New York
$9.69K -$1.18K -19 -11%
DGAM
484
Desjardins Global Asset Management
Quebec, Canada
$9.56K -$136K -2,177 -94%
MCM
485
MV Capital Management
Maryland
$8.67K – – –
SWM
486
Sugarloaf Wealth Management
Georgia
$7.79K – – –
VCM
487
Versant Capital Management
Arizona
$7.28K – – –
SWA
488
Sutton Wealth Advisors
Florida
$7.15K +$3.24K +52 +85%
PTC
489
Private Trust Company
Ohio
$6.84K – – –
VWM
490
Venturi Wealth Management
Texas
$6.58K +$6.11K +98 +1,633%
QC
491
Quent Capital
New York
$6.43K – – –
DIP
492
DT Investment Partners
Pennsylvania
$5.95K – – –
IA
493
IFP Advisors
Florida
$5.63K -$10.9K -175 -66%
SIC
494
Salem Investment Counselors
North Carolina
$5.07K – – –
FMP
495
Financial Management Professionals
Texas
$5K – – –
ADL
496
Asset Dedication LLC
California
$5K +$5.3K +85 New
LF
497
Lee Financial
Texas
$4.81K – – –
AFG
498
Albion Financial Group
Utah
$4.75K +$4.67K +75 New
HI
499
Harbour Investments
Wisconsin
$4.18K +$374 +6 +10%
RTL
500
Red Tortoise LLC
Georgia
$3.92K – – –