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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
1101
Dynamic Advisor Solutions
Arizona
$726K -$451K -5,367 -39%
CCA
1102
Covey Capital Advisors
Georgia
$725K -$58.4K -695 -8%
FSCM
1103
Front Street Capital Management
Montana
$725K +$40.8K +485 +6%
MFS
1104
Miller Financial Services
Michigan
$723K +$712K +8,467 New
LFG
1105
Larson Financial Group
Missouri
$722K -$6.89K -82 -1%
AB
1106
Atlas Brown
Kentucky
$721K -$3.45K -41 -0.5%
ODG
1107
O'Dell Group
Ohio
$718K -$72.1K -857 -9%
V
1108
ViaWealth
Kansas
$718K -$68.3K -812 -9%
1WA
1109
180 Wealth Advisors
Washington
$718K -$8.07K -96 -1%
EM
1110
Excalibur Management
Massachusetts
$716K -$78.4K -932 -10%
IWM
1111
Iams Wealth Management
Nebraska
$715K +$705K +8,380 New
GA
1112
Geller Advisors
New York
$715K +$7.65K +91 +1%
BCWM
1113
Bartlett & Co Wealth Management
Ohio
$710K -$1.93K -23 -0.3%
RBI
1114
Raiffeisen Bank International
Austria
$707K +$695K +8,266 New
PWA
1115
Prairie Wealth Advisors
Nebraska
$703K +$58.6K +697 +9%
IWM
1116
IHT Wealth Management
Illinois
$700K -$287K -3,410 -29%
KA
1117
Kovack Advisors
Florida
$696K +$54.5K +648 +9%
JWM
1118
Jessup Wealth Management
Ohio
$696K -$1.85K -22 -0.3%
LCM
1119
Landscape Capital Management
New Jersey
$693K -$821K -9,760 -55%
PWPS
1120
Pinnacle Wealth Planning Services
Ohio
$689K -$79.3K -943 -10%
KFS
1121
Keynote Financial Services
Connecticut
$687K -$9.92K -118 -1%
CLOS
1122
Compagnie Lombard Odier SCmA
Switzerland
$686K -$65.3K -777 -9%
PIA
1123
Perennial Investment Advisors
California
$686K +$28.2K +336 +4%
AGWCA
1124
Annis Gardner Whiting Capital Advisors
Florida
$685K +$43.3K +515 +7%
LFA
1125
Legacy Financial Advisors
Kentucky
$683K -$58.7K -698 -8%