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Name Holding Trade Value Shares
Change
Change in
Stake
CL
876
Choreo LLC
Illinois
$393K – – –
WAAG
877
Wealth Alliance Advisory Group
Kansas
$392K – – –
IA
878
Insight Advisors
Pennsylvania
$391K – – –
IC
879
Inverness Counsel
New York
$386K – – –
JSP
880
Jackson Square Partners
California
$385K – – –
SF
881
Symphony Financial
Texas
$384K +$14.8K +120 +5%
ARG
882
Advisory Resource Group
Oklahoma
$384K +$39.4K +320 +14%
FCA
883
FinTrust Capital Advisors
South Carolina
$383K -$3.7K -30 -1%
BFS
884
Bard Financial Services
Connecticut
$380K – – –
SS
885
Simplicity Solutions
Minnesota
$380K +$29.6K +240 +10%
TBA
886
Tower Bridge Advisors
Pennsylvania
$380K +$320K +2,600 New
BCM
887
BTC Capital Management
Iowa
$379K -$85K -690 -21%
SBWIC
888
Schaper Benz & Wise Investment Counsel
Wisconsin
$378K – – –
WAP
889
Wealthcare Advisory Partners
Pennsylvania
$378K +$6.16K +50 +2%
AWS
890
AJ Wealth Strategies
New York
$377K -$195K -1,580 -38%
FA
891
Fiducient Advisors
Illinois
$373K – – –
4WM
892
4J Wealth Management
Virginia
$371K +$2.46K +20 +0.8%
FA
893
Financial Avengers
California
$371K +$198K +1,610 +173%
CCM
894
Covington Capital Management
California
$370K -$12.3K -100 -4%
PFO
895
Pathstone Family Office
New Jersey
$369K +$312K +2,530 New
BWP
896
BSW Wealth Partners
Colorado
$368K +$77.6K +630 +33%
PWS
897
Private Wealth Strategies
Ohio
$367K – – –
SCM
898
Southport Capital Management
Tennessee
$367K +$24.6K +200 +9%
GGS
899
Galvin Gaustad & Stein
Arizona
$365K – – –
PFA
900
Pettinga Financial Advisors
Indiana
$365K – – –