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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
226
Legacy Financial Advisors
Kentucky
$37K +$1.21K +41 +3%
FGC
227
Financial Gravity Companies
Texas
$37K +$36.1K +1,224 New
BCWM
228
Bartlett & Co Wealth Management
Ohio
$36K
BC
229
Bartlett & Co
Ohio
$36K
POIA
230
Pin Oak Investment Advisors
Texas
$36K
FWM
231
Focused Wealth Management
New York
$35K
GEA
232
Glen Eagle Advisors
New Jersey
$34.6K
LC
233
Lindbrook Capital
California
$33K +$35.8K +1,214 New
VFA
234
Valeo Financial Advisors
Indiana
$32K -$7.41K -251 -18%
ASN
235
Advisory Services Network
Georgia
$30K +$620 +21 +2%
CYG
236
Clean Yield Group
Vermont
$29K +$31.8K +1,076 New
AP
237
Atwood & Palmer
Missouri
$28K -$217K -7,364 -88%
CBT
238
Capital Bank & Trust
California
$26K -$16.9K -572 -38%
RCAG
239
Rehmann Capital Advisory Group
Michigan
$24.5K +$561 +19 +2%
GRP
240
Global Retirement Partners
California
$24K +$21.4K +725 +465%
APA
241
American Portfolios Advisors
New York
$23.4K +$5.99K +203 +31%
DWM
242
Destination Wealth Management
California
$22K -$5.2K -176 -18%
SIAS
243
Shine Investment Advisory Services
Colorado
$18K +$19.1K +647 New
CQS
244
Credential Qtrade Securities
$17.4K +$18.9K +639 New
NSIM
245
North Star Investment Management
Illinois
$17K -$4.16K -141 -19%
CAM
246
Cresset Asset Management
Illinois
$17K +$18.2K +616 New
PA
247
Parallel Advisors
California
$16K -$3.22K -109 -16%
PMFA
248
Plante Moran Financial Advisors
Michigan
$16K
CFA
249
Carroll Financial Associates
North Carolina
$16K +$1.89K +64 +12%
WTC
250
WhitTier Trust Company
Nevada
$16K +$17.5K +594 New