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Name Holding Trade Value Shares
Change
Change in
Stake
MEG
1001
Millstone Evans Group
Colorado
$997K +$73.9K +876 +8%
WA
1002
Westfuller Advisors
New York
$996K -$41.3K -489 -4%
U.S. Capital Wealth Advisors
1003
U.S. Capital Wealth Advisors
Texas
$996K +$68.8K +815 +7%
GC
1004
Garde Capital
Washington
$993K -$223K -2,639 -18%
DF Dent & Co
1005
DF Dent & Co
Maryland
$993K +$98.7K +1,170 +11%
HA
1006
Hofer & Associates
California
$991K +$140K +1,665 +16%
PTC
1007
Private Trust Company
Ohio
$989K -$76.8K -911 -7%
GTS Securities
1008
GTS Securities
Florida
$988K -$1.05M -12,395 -51%
JSL
1009
JT Stratford LLC
Georgia
$988K +$990K +11,730 New
B
1010
Bellecapital
Switzerland
$985K -$154K -1,828 -14%
LFA
1011
Legacy Financial Advisors
Kentucky
$985K +$65.1K +772 +7%
FRM
1012
Fox Run Management
Connecticut
$983K +$984K +11,668 New
FNA
1013
First National Advisers
Nebraska
$982K +$221K +2,615 +29%
OPW
1014
Osprey Private Wealth
New York
$980K +$321K +3,800 +48%
Avidian Wealth Enterprises
1015
Avidian Wealth Enterprises
Texas
$980K -$17.6K -209 -2%
HIP
1016
Harrell Investment Partners
Texas
$979K +$20.5K +243 +2%
CPSC
1017
Carl P. Sherr & Co
Massachusetts
$979K -$111K -1,320 -11%
RMC
1018
Resources Management Corp
Connecticut
$978K -$2.2M -26,089 -69%
SageView Advisory Group
1019
SageView Advisory Group
California
$978K -$47K -557 -5%
Avior Wealth Management
1020
Avior Wealth Management
Nebraska
$976K -$174K -2,057 -15%
VCA
1021
Verdence Capital Advisors
Maryland
$974K -$361K -4,278 -27%
CCP
1022
Clough Capital Partners
Massachusetts
$974K +$976K +11,564 New
ECM
1023
Everence Capital Management
Indiana
$970K – – –
AWA
1024
Aaron Wealth Advisors
Illinois
$964K +$458K +5,428 +90%
CWA
1025
Crux Wealth Advisors
California
$962K -$3.29K -39 -0.3%