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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
601
Valeo Financial Advisors
Indiana
$1.2M +$679K +4,530 +104%
CFD
602
Creative Financial Designs
Indiana
$1.2M +$7.49K +50 +0.6%
Pacer Advisors
603
Pacer Advisors
Pennsylvania
$1.2M -$19.5K -130 -1%
SVWAG
604
Sound View Wealth Advisors Group
Georgia
$1.18M +$21K +140 +2%
PCS
605
Personal CFO Solutions
New Jersey
$1.16M +$46.5K +310 +4%
CMANY
606
Capital Management Associates (New York)
New York
$1.15M
BIAS
607
Beacon Investment Advisory Services
New Jersey
$1.14M +$94.4K +630 +8%
PFG
608
PAX Financial Group
Texas
$1.13M +$18K +120 +1%
FPCP
609
Fort Point Capital Partners
California
$1.13M +$502K +3,350 +67%
LFF
610
Level Four Financial
Texas
$1.13M -$50.9K -340 -4%
HCA
611
Harbour Capital Advisors
Virginia
$1.12M +$117K +780 +10%
MA
612
Mutual Advisors
Nebraska
$1.11M -$13.5K -90 -1%
CWM
613
Cordatus Wealth Management
Pennsylvania
$1.11M +$1.23M +8,200 New
JWM
614
JFG Wealth Management
Colorado
$1.1M +$307K +2,050 +34%
BAMF
615
BI Asset Management Fondsmaeglerselskab
Denmark
$1.1M
CFB
616
Cullen/Frost Bankers
Texas
$1.09M +$794K +5,300 +192%
KLCM
617
KG&L Capital Management
Louisiana
$1.09M +$58.4K +390 +5%
NFSG
618
Newbridge Financial Services Group
Florida
$1.07M -$68.9K -460 -5%
AF
619
Allworth Financial
California
$1.07M +$30K +200 +3%
LBD
620
Landsberg Bennett & Dubbaneh
Florida
$1.07M +$497K +3,320 +73%
PWA
621
Phoenix Wealth Advisors
North Carolina
$1.06M +$33K +220 +3%
JWM
622
Jeppson Wealth Management
California
$1.05M +$4.5K +30 +0.4%
HH
623
Hilltop Holdings
Texas
$1.05M +$7.49K +50 +0.6%
SBIA
624
Sheaff Brock Investment Advisors
Indiana
$1.05M -$551K -3,680 -32%
DR
625
Davis Rea
Ontario, Canada
$1.05M +$749K +5,000 +179%