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Name Holding Trade Value Shares
Change
Change in
Stake
RFG Advisory
1526
RFG Advisory
Alabama
$1M +$93K +286 +11%
SL
1527
Stevard LLC
Illinois
$1M +$9.75K +30 +1%
EW
1528
Evoke Wealth
California
$1M -$6.5K -20 -0.7%
WOC
1529
West Oak Capital
California
$1M +$5.53K +17 +0.6%
ECA
1530
Elevated Capital Advisors
Utah
$999K -$159K -490 -14%
SWM
1531
SeaCrest Wealth Management
New York
$996K +$172K +528 +22%
RWA Wealth Partners
1532
RWA Wealth Partners
Massachusetts
$995K +$9.43K +29 +1%
WWM
1533
Windsor Wealth Management
Indiana
$994K -$64.7K -199 -6%
Silvercrest Asset Management
1534
Silvercrest Asset Management
New York
$989K -$682K -2,099 -42%
TCOT
1535
Trust Company of Toledo
Ohio
$988K – – –
JMFC
1536
J.M. Forbes & Co
Massachusetts
$987K – – –
CA
1537
Crumly & Associates
Illinois
$986K +$42.9K +132 +5%
RIM
1538
Rampart Investment Management
Connecticut
$985K -$3.59M -11,043 -79%
MA
1539
Mutual Advisors
Nebraska
$985K -$81K -249 -8%
PSC
1540
Prentiss Smith & Co
Vermont
$984K -$41.3K -127 -4%
BCM
1541
Bayesian Capital Management
New York
$981K +$943K +2,900 New
DA
1542
DSC Advisors
Illinois
$979K +$234K +720 +33%
HFG
1543
Heron Financial Group
New York
$975K +$84.5K +260 +10%
BCM
1544
Breiter Capital Management
Florida
$973K +$975 +3 +0.1%
SWM
1545
Segment Wealth Management
Texas
$972K +$314K +965 +51%
Donaldson Capital Management
1546
Donaldson Capital Management
Indiana
$969K +$200K +616 +27%
PIA
1547
Perennial Investment Advisors
California
$967K +$149K +458 +19%
KPW
1548
Kore Private Wealth
New York
$963K -$138K -424 -13%
Global Retirement Partners
1549
Global Retirement Partners
California
$958K -$104K -320 -10%
BBA
1550
BLB&B Advisors
Pennsylvania
$957K -$39.3K -121 -4%