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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
1276
Nations Financial Group
Iowa
$629K +$586K +6,211 New
FFA
1277
Fragasso Financial Advisors
Pennsylvania
$628K +$13K +138 +2%
PFG
1278
PAX Financial Group
Texas
$628K +$580K +6,155 New
SC
1279
Savant Capital
Illinois
$625K +$17K +180 +3%
SC
1280
Saybrook Capital
North Carolina
$624K
KPCM
1281
Kings Point Capital Management
New York
$622K
NDSI
1282
Newman Dignan & Sheerar Inc
Rhode Island
$617K
CCMG
1283
Clark Capital Management Group
Pennsylvania
$617K +$574K +6,087 New
LWM
1284
Laidlaw Wealth Management
New York
$614K +$571K +6,058 New
CC
1285
Centiva Capital
New York
$614K +$572K +6,065 New
AIM
1286
Allen Investment Management
New York
$612K -$1.51K -16 -0.3%
LFA
1287
Legacy Financial Advisors
Kentucky
$610K -$23.5K -249 -4%
IC
1288
Intersect Capital
California
$609K +$6.41K +68 +1%
ACP
1289
Aveo Capital Partners
Colorado
$608K +$1.04K +11 +0.2%
WAS
1290
Winch Advisory Services
Wisconsin
$608K +$201K +2,127 +55%
MFG
1291
MidWestOne Financial Group
Iowa
$606K +$315K +3,345 +126%
NICM
1292
Neo Ivy Capital Management
New York
$606K +$563K +5,977 New
ISWM
1293
Independent Solutions Wealth Management
New York
$602K +$560K +5,945 New
BWP
1294
Bernardo Wealth Planning
Pennsylvania
$598K -$471 -5 -0.1%
LWPC
1295
Legacy Wealth Partners (California)
California
$595K +$558K +5,915 New
HIM
1296
Hillsdale Investment Management
Ontario, Canada
$593K +$490K +5,200 +800%
TFS
1297
Thoroughbred Financial Services
Tennessee
$592K -$2.26K -24 -0.4%
PWPS
1298
Pinnacle Wealth Planning Services
Ohio
$589K +$39.4K +418 +8%
GLR
1299
Great Lakes Retirement
Ohio
$586K +$540K +5,731 New
BWP
1300
BSW Wealth Partners
Colorado
$582K +$542K +5,748 New