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Name Holding Trade Value Shares
Change
Change in
Stake
AAP
701
Arax Advisory Partners
Colorado
$353K +$48.6K +161 +16%
BFS
702
Bradley Foster & Sargent
Connecticut
$346K +$30.2K +100 +10%
ASN
703
Advisory Services Network
Georgia
$341K -$13.6K -45 -4%
PAMG
704
Patton Albertson Miller Group
Tennessee
$339K
TC
705
TownSquare Capital
Utah
$338K -$12.7K -42 -4%
SIM
706
Sentry Investment Management
Wisconsin
$337K +$15.1K +50 +5%
IPW
707
Invictus Private Wealth
Colorado
$337K -$12.1K -40 -4%
PAM
708
Paradigm Asset Management
New York
$337K
SIA
709
Schechter Investment Advisors
Michigan
$335K +$52.3K +173 +19%
SFO
710
Stokes Family Office
Louisiana
$334K +$84.3K +279 +34%
RRC
711
Relaxing Retirement Coach
Massachusetts
$333K
Wealth Enhancement Advisory Services
712
Wealth Enhancement Advisory Services
Minnesota
$333K +$328K +1,087 New
CA
713
Cornerstone Advisory
Maryland
$322K +$5.14K +17 +2%
AAS
714
Avantax Advisory Services
Texas
$322K +$906 +3 +0.3%
HCM
715
Howland Capital Management
Massachusetts
$321K +$1.51K +5 +0.5%
CIC
716
Carnegie Investment Counsel
Ohio
$319K
BJL
717
Brighton Jones LLC
Washington
$319K +$315K +1,043 New
KI
718
Kula Investments
Illinois
$319K +$315K +1,041 New
BP
719
Broadleaf Partners
Ohio
$318K
RA
720
RFG Advisory
Alabama
$318K +$30.5K +101 +11%
SCM
721
Shelton Capital Management
Colorado
$312K +$2.12K +7 +0.7%
DWT
722
Dorsey & Whitney Trust
South Dakota
$312K -$302 -1 -0.1%
SWA
723
Stratos Wealth Advisors
Ohio
$312K
CPW
724
Crestmont Private Wealth
Texas
$311K +$43.5K +144 +17%
HI
725
Horizon Investments
North Carolina
$309K -$189K -626 -38%