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Name Holding Trade Value Shares
Change
Change in
Stake
SB
1401
Strategic Blueprint
Georgia
$736K -$74.6K -766 -9%
CCA
1402
Cobblestone Capital Advisors
New York
$734K -$20.7K -213 -3%
CF
1403
Centaurus Financial
California
$732K +$21K +216 +3%
XF
1404
XML Financial
Maryland
$731K +$29.6K +304 +4%
PPC
1405
Park Place Capital
Alabama
$731K -$8.47K -87 -1%
PDL
1406
Portfolio Design Labs
California
$729K +$740K +7,598 New
FFWA
1407
FRG Family Wealth Advisors
Washington
$728K -$7.3K -75 -1%
DTC
1408
Davidson Trust Company
Washington
$727K -$38.8K -399 -5%
NFA
1409
Northern Financial Advisors
Michigan
$724K +$95.4K +980 +15%
SP
1410
Stonebrook Private
Michigan
$722K +$732K +7,525 New
PFS
1411
Physicians Financial Services
North Carolina
$722K -$29.2K -300 -4%
ST
1412
Smithfield Trust
Pennsylvania
$720K
OIM
1413
Orca Investment Management
Oregon
$719K +$45.4K +466 +7%
FPAS
1414
Focus Partners Advisor Solutions
Missouri
$719K +$75.8K +779 +12%
VSQM
1415
V-Square Quantitative Management
Illinois
$717K +$532K +5,469 +273%
NC
1416
Napatree Capital
Rhode Island
$712K +$722K +7,415 New
RIA
1417
Regal Investment Advisors
Michigan
$712K -$46.8K -481 -6%
IWA
1418
Inspirion Wealth Advisors
Illinois
$711K +$19.5K +200 +3%
CA
1419
Cambridge Advisors
Nebraska
$710K +$14.7K +151 +2%
AIM
1420
Alhambra Investment Management
Florida
$705K
HCM
1421
Howland Capital Management
Massachusetts
$703K +$5.84K +60 +0.8%
PCM
1422
Prelude Capital Management
New York
$700K +$710K +7,294 New
PAG
1423
Powers Advisory Group
Illinois
$699K +$12.9K +133 +2%
TYCC
1424
Texas Yale Capital Corp
Florida
$699K +$75.1K +772 +12%
MA
1425
MKT Advisors
California
$698K -$195 -2 -0%