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Name Holding Trade Value Shares
Change
Change in
Stake
RP
576
Riverwater Partners
Wisconsin
$771K -$8.81K -82 -1%
VI
577
Versor Investments
New York
$768K -$1.02M -9,500 -61%
FFM
578
Forum Financial Management
Illinois
$758K +$4.3K +40 +0.7%
CG
579
CFO4Life Group
Texas
$753K -$44.2K -411 -6%
FFS
580
Founders Financial Securities
Maryland
$748K +$648K +6,034 New
PS
581
Principal Securities
Iowa
$746K +$175K +1,629 +37%
QWM
582
Quadcap Wealth Management
Texas
$736K -$116K -1,084 -15%
SFA
583
Sequoia Financial Advisors
Ohio
$736K -$533K -4,956 -45%
CCA
584
Checchi Capital Advisers
California
$731K +$9.35K +87 +1%
WG
585
Welch Group
Alabama
$722K +$34.8K +324 +6%
SB
586
Strategic Blueprint
Georgia
$717K +$7.41K +69 +1%
CM
587
Castleark Management
Illinois
$715K
MWM
588
Mission Wealth Management
California
$713K +$182K +1,693 +42%
CNBT
589
Canandaigua National Bank & Trust
New York
$709K -$29.9K -278 -5%
PFS
590
Prospera Financial Services
Texas
$696K +$99.1K +922 +20%
SI
591
Stephens Inc
Arkansas
$692K +$600K +5,585 New
VFA
592
Valeo Financial Advisors
Indiana
$684K +$6.55K +61 +1%
MWM
593
Merriman Wealth Management
Washington
$680K +$7.74K +72 +1%
DWA
594
Delap Wealth Advisory
Oregon
$679K -$136K -1,267 -19%
CI
595
Cigna Investments
Connecticut
$676K -$1.72K -16 -0.3%
CL
596
Choreo LLC
Illinois
$671K +$82.6K +769 +17%
MWPCG
597
Measured Wealth Private Client Group
New Hampshire
$665K +$15.7K +146 +3%
SWM
598
Soundmark Wealth Management
Washington
$659K +$58.1K +541 +11%
FC
599
Fulcrum Capital
Washington
$658K
DA
600
Denali Advisors
California
$657K +$96.7K +900 +20%