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Name Holding Trade Value Shares
Change
Change in
Stake
AWC
1051
Adamsbrown Wealth Consultants
Kansas
$756K -$1.86K -13 -0.3%
ML
1052
McAdam LLC
Pennsylvania
$752K +$31.3K +219 +5%
RFG
1053
Range Financial Group
Oregon
$750K +$6K +42 +0.9%
SC
1054
Syon Capital
California
$750K +$77.2K +540 +12%
WDC
1055
Woodward Diversified Capital
California
$749K +$139K +975 +25%
RC
1056
Rexford Capital
Texas
$749K +$703K +4,918 New
IA
1057
Inspire Advisors
Idaho
$747K +$701K +4,905 New
YIA
1058
YHB Investment Advisors
Connecticut
$746K
MFA
1059
Mayflower Financial Advisors
Massachusetts
$742K +$52.5K +367 +8%
NG
1060
Norden Group
Utah
$740K -$75.9K -531 -10%
FRM
1061
Fox Run Management
Connecticut
$739K +$694K +4,857 New
FZCM
1062
Flynn Zito Capital Management
New York
$737K -$41.7K -292 -6%
BOH
1063
Bank of Hawaii
Hawaii
$734K
SCM
1064
Stonebridge Capital Management
California
$734K
CCWM
1065
Cassaday & Co Wealth Management
Virginia
$733K -$429 -3 -0.1%
MSFS
1066
Main Street Financial Solutions
Pennsylvania
$731K -$13.6K -95 -2%
LWA
1067
Lifelong Wealth Advisors
Minnesota
$729K -$13.1K -92 -2%
FBT
1068
First Bankers Trust
Kentucky
$729K
AB
1069
Atlas Brown
Kentucky
$723K -$857 -6 -0.1%
WG
1070
Wealth Group
North Carolina
$723K -$69.2K -484 -9%
SWM
1071
Sendero Wealth Management
Texas
$723K -$3.57K -25 -0.5%
NWAG
1072
Net Worth Advisory Group
Utah
$723K +$434K +3,034 +177%
RZH
1073
Relyea Zuckerberg Hanson
Connecticut
$722K +$27.7K +194 +4%
BFA
1074
Brendel Financial Advisors
New Hampshire
$719K -$23.9K -167 -3%
LSA
1075
Leonteq Securities AG
Switzerland
$719K -$344K -2,409 -34%