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Name Holding Trade Value Shares
Change
Change in
Stake
DSN
1601
D. Scott Neal
Kentucky
$517K – – –
LCGC
1602
Legacy Capital Group California
California
$516K +$183K +1,566 +50%
SFG
1603
Synergy Financial Group
California
$516K -$26.1K -223 -5%
JWCA
1604
J.W. Cole Advisors
Florida
$512K -$293K -2,507 -35%
JEST
1605
JTC Employer Solutions Trustee
Jersey
$512K – – –
SFS
1606
Strategic Financial Services
New York
$511K – – –
SSWM
1607
Strait & Sound Wealth Management
California
$509K -$54K -462 -9%
Intact Investment Management
1608
Intact Investment Management
Quebec, Canada
$508K +$538K +4,600 New
LCM
1609
Landscape Capital Management
New Jersey
$508K +$538K +4,599 New
ACA
1610
Aspire Capital Advisors
Washington
$506K +$291K +2,492 +119%
PO
1611
Private Ocean
California
$506K +$46.7K +399 +10%
FW
1612
FirstPurpose Wealth
Utah
$506K +$25.8K +221 +5%
IWA
1613
Intercontinental Wealth Advisors
Texas
$505K -$1.52K -13 -0.3%
WMG
1614
WESCAP Management Group
California
$505K – – –
WPA
1615
West Paces Advisors
Georgia
$504K -$29.4K -251 -5%
PFGIA
1616
Patriot Financial Group Insurance Agency
Massachusetts
$503K +$274K +2,346 +106%
MFG
1617
Marmo Financial Group
Tennessee
$502K – – –
WF
1618
Wayfinding Financial
Washington
$502K -$24.9K -213 -4%
JE
1619
JMAC Enterprises
Pennsylvania
$502K +$45.8K +392 +9%
NSIM
1620
North Star Investment Management
Illinois
$501K +$117 +1 +0%
IP
1621
Intellectus Partners
California
$498K +$18.2K +156 +4%
CWA
1622
Clarus Wealth Advisors
Arizona
$495K +$96K +821 +21%
SIC
1623
Sterling Investment Counsel
New York
$493K +$23.3K +199 +5%
Blue Trust Inc
1624
Blue Trust Inc
Georgia
$492K -$360K -3,079 -43%
WFA
1625
WestHill Financial Advisors
California
$491K -$1.64K -14 -0.3%