Name Holding Trade Value Shares
Change
Change in
Stake
AWC
1051
Adamsbrown Wealth Consultants
Kansas
$772K +$1.85K +12 +0.2%
MPWT
1052
MassMutual Private Wealth & Trust
Connecticut
$771K +$463 +3 +0.1%
RC
1053
Rexford Capital
Texas
$771K +$8.02K +52 +1%
Vanguard Capital Wealth Advisors
1054
Vanguard Capital Wealth Advisors
Colorado
$769K +$124K +802 +19%
CVM
1055
Cheviot Value Management
California
$769K +$695K +4,510 +4,510%
Financial Engines Advisors
1056
Financial Engines Advisors
California
$768K +$200K +1,294 +35%
IWA
1057
IVC Wealth Advisors
Pennsylvania
$767K -$49.3K -320 -6%
TPWM
1058
Twelve Points Wealth Management
Massachusetts
$767K -$86.8K -563 -10%
MFA
1059
Mayflower Financial Advisors
Massachusetts
$761K +$4.32K +28 +0.6%
YIA
1060
YHB Investment Advisors
Connecticut
$760K – – –
KA
1061
Kure Advisory
Minnesota
$760K +$198K +1,283 +36%
SW
1062
SVB Wealth
Massachusetts
$755K +$112K +726 +18%
IA
1063
Inspire Advisors
Idaho
$750K -$10.9K -71 -1%
RFG
1064
Range Financial Group
Oregon
$749K -$15.3K -99 -2%
CCWM
1065
Cassaday & Co Wealth Management
Virginia
$748K +$925 +6 +0.1%
SAM
1066
Smartleaf Asset Management
Massachusetts
$747K +$381K +2,469 +104%
CFM
1067
Catalyst Funds Management
Australia
$745K +$740K +4,800 New
CI
1068
CX Institutional
Indiana
$744K +$181K +1,171 +32%
AB
1069
Atlas Brown
Kentucky
$738K +$617 +4 +0.1%
RZH
1070
Relyea Zuckerberg Hanson
Connecticut
$737K +$1.08K +7 +0.1%
LWA
1071
Lifelong Wealth Advisors
Minnesota
$736K -$7.4K -48 -1%
FBT
1072
First Bankers Trust
Kentucky
$734K -$9.25K -60 -1%
SA
1073
Strategic Advisors
New York
$732K +$131K +850 +22%
IA
1074
IFG Advisory
Georgia
$732K -$293K -1,903 -29%
AIA
1075
AIMZ Investment Advisors
California
$728K – – –