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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
676
Bordeaux Wealth Advisors
California
$452K -$56.5K -1,000 -13%
BLC
677
Brown, Lisle/Cummings
Rhode Island
$449K +$70.7K +1,250 +22%
LFG
678
Larson Financial Group
Missouri
$449K -$45.1K -797 -10%
FIA
679
Foundations Investment Advisors
Arizona
$448K +$28.9K +512 +8%
VA
680
Valmark Advisers
Ohio
$446K -$2.71K -48 -0.7%
WSTAM
681
Wilbanks Smith & Thomas Asset Management
Virginia
$445K +$43.4K +767 +13%
GDP
682
Great Diamond Partners
Maine
$445K +$30.8K +545 +9%
QCG
683
Quadrant Capital Group
Ohio
$445K -$34.8K -615 -8%
EAM
684
EFG Asset Management
Oregon
$442K +$387K +6,844 New
HWAM
685
Hennion & Walsh Asset Management
New Jersey
$441K -$16.9K -299 -4%
ODG
686
O'Dell Group
Ohio
$439K -$12.4K -220 -3%
AI
687
Accredited Investors
Minnesota
$437K -$10.7K -190 -3%
SCM
688
SevenOneSeven Capital Management
Pennsylvania
$435K -$7.12K -126 -2%
CG
689
Colony Group
Massachusetts
$434K +$379K +6,711 New
Vanguard Capital Wealth Advisors
690
Vanguard Capital Wealth Advisors
Colorado
$426K – – –
HH
691
Hilltop Holdings
Texas
$425K -$22.6K -400 -6%
BP
692
BBR Partners
New York
$424K -$66.1K -1,169 -15%
IA
693
IFP Advisors
Florida
$418K +$132K +2,329 +56%
UCFA
694
United Capital Financial Advisors
Texas
$418K -$177K -3,129 -33%
WA
695
Wealth Architects
California
$415K -$185K -3,277 -34%
LA
696
LexAurum Advisors
Kansas
$414K -$7.07K -125 -2%
RJT
697
Raymond James Trust
Florida
$412K -$11.3K -200 -3%
WP
698
WMS Partners
Maryland
$411K -$14.1K -250 -4%
AFM
699
Abbot Financial Management
Massachusetts
$408K -$30.2K -535 -8%
MWA
700
Moser Wealth Advisors
Washington
$406K +$355K +6,280 New