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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
651
Baskin Financial Services
Ontario, Canada
$323K +$236K +3,400 New
DY
652
Dowling & Yahnke
California
$323K +$236K +3,400 New
RM
653
Resource Management
Louisiana
$321K +$235K +3,390 New
RDWM
654
Red Door Wealth Management
Tennessee
$317K +$208K +3,000 +857%
GA
655
Greytown Advisors
Florida
$317K +$232K +3,340 New
AFP
656
Ausdal Financial Partners
Iowa
$315K +$9.02K +130 +4%
BC
657
Burney Company
Virginia
$312K +$228K +3,290 New
JIC
658
Johnson Investment Counsel
Ohio
$309K +$226K +3,260 New
NVCHI
659
New Vernon Capital Holdings II
New Jersey
$308K +$225K +3,240 New
GW
660
GW & Wade
Massachusetts
$308K +$226K +3,250 New
CCA
661
Checchi Capital Advisers
California
$306K +$224K +3,220 New
CAN
662
Claraphi Advisory Network
United States
$305K +$112K +1,620 +102%
WAG
663
Winthrop Advisory Group
Massachusetts
$305K +$208K +3,000 New
AWM
664
Alterna Wealth Management
Texas
$305K +$223K +3,210 New
BSW
665
Buckingham Strategic Wealth
Missouri
$304K +$222K +3,200 New
SS
666
Sunbelt Securities
Texas
$303K -$1.25M -17,960 -84%
PCIA
667
Prime Capital Investment Advisors
Kansas
$301K -$153K -2,210 -41%
MWM
668
Mattern Wealth Management
Kansas
$296K +$217K +3,120 New
AAP
669
Arax Advisory Partners
Colorado
$295K +$112K +1,610 +107%
GIP
670
Granite Investment Partners
California
$295K +$216K +3,110 New
IWC
671
Integrated Wealth Concepts
Massachusetts
$293K +$214K +3,090 New
LWM
672
Lenox Wealth Management
Ohio
$292K -$63.9K -920 -23%
WP
673
WealthPLAN Partners
Nebraska
$292K +$2.78K +40 +1%
AF
674
Allworth Financial
California
$290K -$235K -3,390 -53%
CQS
675
Credential Qtrade Securities
$288K -$20.1K -290 -9%