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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
676
Larson Financial Group
Missouri
$449K -$45.1K -797 -10%
FIA
677
Foundations Investment Advisors
Arizona
$448K +$28.9K +512 +8%
VA
678
Valmark Advisers
Ohio
$446K -$2.71K -48 -0.7%
WSTAM
679
Wilbanks Smith & Thomas Asset Management
Virginia
$445K +$43.4K +767 +13%
GDP
680
Great Diamond Partners
Maine
$445K +$30.8K +545 +9%
QCG
681
Quadrant Capital Group
Ohio
$445K -$34.8K -615 -8%
EAM
682
EFG Asset Management
Oregon
$442K +$387K +6,844 New
HWAM
683
Hennion & Walsh Asset Management
New Jersey
$441K -$16.9K -299 -4%
ODG
684
O'Dell Group
Ohio
$439K -$12.4K -220 -3%
AI
685
Accredited Investors
Minnesota
$437K -$10.7K -190 -3%
SCM
686
SevenOneSeven Capital Management
Pennsylvania
$435K -$7.12K -126 -2%
CG
687
Colony Group
Massachusetts
$434K +$379K +6,711 New
Vanguard Capital Wealth Advisors
688
Vanguard Capital Wealth Advisors
Colorado
$426K
HH
689
Hilltop Holdings
Texas
$425K -$22.6K -400 -6%
BP
690
BBR Partners
New York
$424K -$66.1K -1,169 -15%
IA
691
IFP Advisors
Florida
$418K +$132K +2,329 +56%
UCFA
692
United Capital Financial Advisors
Texas
$418K -$177K -3,129 -33%
WA
693
Wealth Architects
California
$415K -$185K -3,277 -34%
LA
694
LexAurum Advisors
Kansas
$414K -$7.07K -125 -2%
RJT
695
Raymond James Trust
Florida
$412K -$11.3K -200 -3%
WP
696
WMS Partners
Maryland
$411K -$14.1K -250 -4%
AFM
697
Abbot Financial Management
Massachusetts
$408K -$30.2K -535 -8%
MWA
698
Moser Wealth Advisors
Washington
$406K +$355K +6,280 New
SHGA
699
Sand Hill Global Advisors
California
$404K +$10.2K +181 +3%
CIA
700
Cladis Investment Advisory
Montana
$404K -$62.2K -1,100 -15%