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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
551
Everhart Financial Group
Ohio
$298K +$83.6K +1,380 +39%
WG
552
Welch Group
Alabama
$298K – – –
CPC
553
Consolidated Planning Corp
Georgia
$296K +$297K +4,909 New
IWM
554
IHT Wealth Management
Illinois
$294K +$16.2K +267 +6%
BRWA
555
B. Riley Wealth Advisors
Florida
$291K +$292K +4,827 New
SAI
556
Savvy Advisors Inc
New York
$287K +$288K +4,762 New
JFG
557
Jefferies Financial Group
New York
$285K +$286K +4,728 New
LA
558
Legacy Advisors
Pennsylvania
$282K +$5.27K +87 +2%
FIM
559
Freedom Investment Management
Connecticut
$281K -$30.2K -499 -10%
CCAL
560
City Center Advisors LLC
Michigan
$276K – – –
RPCONE
561
Retirement Planning Company of New England
Rhode Island
$274K -$43K -710 -14%
BFG
562
Bleakley Financial Group
New Jersey
$271K -$1.82K -30 -0.7%
KFS
563
Keynote Financial Services
Connecticut
$266K – – –
MML Investors Services
564
MML Investors Services
Massachusetts
$262K -$132K -2,185 -33%
FPAS
565
Focus Partners Advisor Solutions
Missouri
$260K +$262K +4,318 New
MG
566
Mather Group
Illinois
$260K +$24.1K +398 +11%
SF
567
Synovus Financial
Georgia
$259K +$1.15K +19 +0.4%
BCM
568
Brookstone Capital Management
Illinois
$255K +$3.27K +54 +1%
ACM
569
Accent Capital Management
Ohio
$255K – – –
SAG
570
SageView Advisory Group
California
$254K +$255K +4,213 New
MIG
571
McGuire Investment Group
Rhode Island
$253K – – –
ASN
572
Advisory Services Network
Georgia
$251K +$42.8K +706 +20%
CIC
573
Carnegie Investment Counsel
Ohio
$251K – – –
NA
574
Navellier & Associates
Nevada
$250K +$969 +16 +0.4%
MIA
575
MainStreet Investment Advisors
Illinois
$249K -$75.2K -1,241 -23%