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Name Holding Trade Value Shares
Change
Change in
Stake
CPL
2226
CAP Partners LLC
Tennessee
$900K -$83.8K -154 -9%
AC
2227
AlphaCore Capital
California
$896K +$295K +541 +49%
MSAM
2228
Moloney Securities Asset Management
Missouri
$895K -$45.7K -84 -5%
OPA
2229
Old Port Advisors
Maine
$894K -$27.2K -50 -3%
KDA
2230
Kraft Davis & Associates
Missouri
$889K -$3.81K -7 -0.4%
TCM
2231
Tributary Capital Management
Nebraska
$888K -$27.2K -50 -3%
WI
2232
Wedgewood Investors
Pennsylvania
$888K
RFA
2233
Resurgent Financial Advisors
Georgia
$887K +$1.63K +3 +0.2%
ARC
2234
Advisor Resource Council
Texas
$886K +$1.02M +1,877 New
AAS
2235
Annex Advisory Services
Wisconsin
$885K +$139K +256 +19%
PFA
2236
Pure Financial Advisors
California
$884K +$190K +349 +28%
CPRC
2237
Consolidated Portfolio Review Corp
New York
$883K +$83.8K +154 +11%
LA
2238
Latitude Advisors
Florida
$882K +$148K +271 +20%
CFG
2239
Carr Financial Group
Massachusetts
$880K -$425K -780 -33%
PSC
2240
Prentiss Smith & Co
Vermont
$880K
AA
2241
Armis Advisers
Georgia
$878K +$438K +805 +101%
OAM
2242
Occidental Asset Management
California
$877K +$268K +492 +44%
OWA
2243
Outlook Wealth Advisors
Texas
$876K -$3.81K -7 -0.4%
MFS
2244
Miller Financial Services
Michigan
$876K -$51.7K -95 -6%
MKC
2245
M. Kraus & Co
Vermont
$876K -$2.72K -5 -0.3%
DOA
2246
D'Orazio & Associates
Virginia
$876K +$90.9K +167 +12%
TCWM
2247
Total Clarity Wealth Management
Illinois
$875K
SL
2248
Salomon & Ludwin
Virginia
$875K
SWM
2249
Salvus Wealth Management
New Jersey
$874K +$8.17K +15 +0.9%
MIM
2250
Moseley Investment Management
Florida
$872K