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Name Holding Trade Value Shares
Change
Change in
Stake
RC
1176
Roundview Capital
New Jersey
$648K +$67.5K +156 +13%
HBK Sorce Advisory
1177
HBK Sorce Advisory
Pennsylvania
$648K +$103K +239 +21%
AGC
1178
Aspen Grove Capital
Colorado
$647K +$10.8K +25 +2%
TW
1179
TritonPoint Wealth
Maryland
$645K +$48.9K +113 +7%
GFG
1180
Greystone Financial Group
Michigan
$644K +$135K +311 +29%
MPM
1181
MBB Public Markets
Illinois
$643K +$599K +1,384 New
AIMA
1182
Ables Iannone Moore & Associates
Georgia
$641K – – –
MI
1183
Motiv8 Investments
Florida
$640K +$119K +275 +25%
Modera Wealth Management
1184
Modera Wealth Management
New Jersey
$640K +$1.73K +4 +0.3%
LMKC
1185
L.M. Kohn & Company
Ohio
$639K +$122K +281 +26%
FAM
1186
Formidable Asset Management
Ohio
$638K +$29.9K +69 +5%
SSW
1187
Smith Shellnut Wilson
Mississippi
$637K – – –
MPCG
1188
Matrix Private Capital Group
New York
$632K – – –
HCM
1189
Helios Capital Management
Singapore
$627K – – –
TGAM
1190
TBH Global Asset Management
Tennessee
$626K +$131K +302 +29%
OFG
1191
Oxford Financial Group
Indiana
$624K +$89.6K +207 +18%
Dynasty Wealth Management
1192
Dynasty Wealth Management
Florida
$624K +$582K +1,343 New
First Horizon Advisors
1193
First Horizon Advisors
Tennessee
$623K -$45.5K -105 -7%
WI
1194
WrapManager Inc
California
$619K +$90.5K +209 +19%
GGA
1195
Granite Group Advisors
Connecticut
$618K – – –
DFG
1196
Delta Financial Group
New Jersey
$615K -$17.3K -40 -3%
APC
1197
Aspire Private Capital
North Carolina
$614K +$68.4K +158 +14%
GWSG
1198
GPS Wealth Strategies Group
Colorado
$614K -$26K -60 -4%
DL
1199
DOHJ LLC
Washington
$614K +$44.6K +103 +8%
GWM
1200
GDS Wealth Management
Texas
$613K -$20.8K -48 -4%