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Name Holding Trade Value Shares
Change
Change in
Stake
EFP
651
Envision Financial Planning
Tennessee
$544K -$9.93K -66 -2%
PCIA
652
Prime Capital Investment Advisors
Kansas
$544K -$150 -1 -0%
Jones Financial Companies
653
Jones Financial Companies
Missouri
$539K +$297K +1,971 +122%
ACA
654
Aptus Capital Advisors
Alabama
$536K +$15.8K +105 +3%
RCWM
655
Royal Capital Wealth Management
Indiana
$533K +$752 +5 +0.1%
LFAS
656
Level Four Advisory Services
Texas
$528K -$33.2K -221 -6%
RMAM
657
Raab & Moskowitz Asset Management
New Jersey
$524K
SSA
658
Sierra Summit Advisors
Nevada
$522K +$108K +719 +26%
FHB
659
First Hawaiian Bank
Hawaii
$522K +$263K +1,751 +102%
VFA
660
Valeo Financial Advisors
Indiana
$522K -$97.5K -648 -16%
GWMR
661
GC Wealth Management RIA
Massachusetts
$517K -$15.8K -105 -3%
HWP
662
Highline Wealth Partners
California
$516K +$1.96K +13 +0.4%
FTC
663
Farmers Trust Company
Ohio
$514K +$5.26K +35 +1%
USCWA
664
U.S. Capital Wealth Advisors
Texas
$508K -$98.1K -652 -16%
CI
665
Conning Inc
Connecticut
$506K +$178K +1,185 +54%
BTI
666
Blue Trust Inc
Georgia
$505K +$178K +1,181 +59%
HAG
667
HighPoint Advisor Group
Illinois
$505K -$44.2K -294 -8%
CA
668
Cannon Advisors
North Carolina
$501K +$502K +3,339 New
SAI
669
Systematic Alpha Investments
New Jersey
$499K -$557K -3,700 -53%
BFM
670
Boothbay Fund Management
New York
$498K +$211K +1,401 +73%
OPA
671
Old Port Advisors
Maine
$498K -$15.5K -103 -3%
PG
672
Proffitt & Goodson
Tennessee
$496K +$6.47K +43 +1%
MM
673
MQS Management
New York
$493K +$15.8K +105 +3%
CWC
674
Carolinas Wealth Consulting
North Carolina
$492K -$6.77K -45 -1%
EWS
675
Evergreen Wealth Solutions
Pennsylvania
$487K -$124K -827 -20%