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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
2101
Kapstone Financial Advisors
Ohio
$903K +$11.3K +120 +1%
WAG
2102
Winthrop Advisory Group
Massachusetts
$901K -$4.51K -48 -0.6%
NWM
2103
Northcape Wealth Management
New York
$899K +$69K +735 +9%
MPCG
2104
Matrix Private Capital Group
New York
$896K +$56.4K +601 +8%
VAG
2105
VisionPoint Advisory Group
Texas
$894K +$490K +5,221 +159%
LCG
2106
Lakeshore Capital Group
Illinois
$893K +$23.4K +249 +3%
CA
2107
Capital Advantage
California
$892K +$29.9K +319 +4%
GCM
2108
Generation Capital Management
New York
$892K
Financial Engines Advisors
2109
Financial Engines Advisors
California
$891K -$124K -1,323 -14%
PMG
2110
ProVise Management Group
Florida
$890K +$143K +1,526 +22%
MYLI
2111
Meiji Yasuda Life Insurance
Japan
$889K +$65.7K +700 +9%
CA
2112
COFG Advisors
Illinois
$885K +$789K +8,409 New
MCM
2113
Magnolia Capital Management
New York
$884K
EBSAM
2114
Eubel Brady & Suttman Asset Management
Ohio
$883K -$751 -8 -0.1%
RIG
2115
Renaissance Investment Group
Massachusetts
$883K +$8.45K +90 +1%
CC
2116
Constitution Capital
Connecticut
$882K +$313K +3,330 +66%
ARC
2117
Advisor Resource Council
Texas
$882K +$730K +7,778 New
I
2118
InvesTrust
Oklahoma
$880K -$65.6K -699 -8%
YIA
2119
YHB Investment Advisors
Connecticut
$879K -$20.2K -215 -3%
M1FG
2120
Mach-1 Financial Group
Arkansas
$878K +$783K +8,343 New
VFO
2121
Virtus Family Office
Texas
$878K +$777K +8,275 New
CCWM
2122
Cassaday & Co Wealth Management
Virginia
$878K +$32.7K +348 +4%
WAM
2123
Wakefield Asset Management
Colorado
$877K -$22.3K -238 -3%
CCA
2124
Cypress Capital Advisors
Tennessee
$877K -$78.8K -839 -9%
VCM
2125
Versant Capital Management
Arizona
$876K +$174K +1,851 +29%