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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
601
Dynamic Advisor Solutions
Arizona
$630K +$821 +10 +0.1%
LWAM
602
Legacy Wealth Asset Management
Minnesota
$629K +$136K +1,660 +22%
VVP
603
Venture Visionary Partners
Ohio
$627K +$763K +9,290 New
LA
604
LexAurum Advisors
Kansas
$625K +$640K +7,790 +537%
VAS
605
Vestmark Advisory Solutions
Massachusetts
$620K -$78.8K -960 -9%
IIA
606
IPG Investment Advisors
California
$619K +$752K +9,160 New
SS
607
Sunbelt Securities
Texas
$618K +$40.2K +490 +6%
CPIG
608
Chicago Partners Investment Group
Illinois
$615K +$195K +2,380 +16%
OFG
609
Oxford Financial Group
Indiana
$615K +$493K +6,000 +194%
OIA
610
OneDigital Investment Advisors
Kansas
$614K -$30.4K -370 -4%
CCIA
611
Cherry Creek Investment Advisors
Colorado
$613K -$23.8K -290 -3%
PCS
612
Personal CFO Solutions
New Jersey
$612K -$7.39K -90 -1%
CP
613
Covenant Partners
Tennessee
$612K
Fiera Capital (Canada)
614
Fiera Capital (Canada)
Quebec, Canada
$612K +$3.28K +40 +0.4%
ARIS
615
Advanced Research Investment Solutions
California
$611K +$335K +4,080 +82%
GAG
616
GM Advisory Group
New York
$610K -$38.6K -470 -5%
FBT
617
First Bank & Trust
South Dakota
$609K -$77.2K -940 -9%
ACM
618
Ashford Capital Management
Delaware
$608K -$16.4K -200 -2%
LWCFA
619
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$606K +$43.5K +530 +6%
GC
620
GFG Capital
Florida
$603K +$512K +6,230 +232%
AIM
621
Arcadia Investment Management
Michigan
$602K
AWM
622
Axxcess Wealth Management
California
$596K -$435K -5,300 -38%
HSA
623
HBK Sorce Advisory
Pennsylvania
$585K -$337K -4,100 -32%
AWA
624
Arkadios Wealth Advisors
Georgia
$585K +$446K +5,430 +168%
SVWAG
625
Sound View Wealth Advisors Group
Georgia
$584K -$23.8K -290 -3%