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Name Holding Trade Value Shares
Change
Change in
Stake
WAP
926
Wealthcare Advisory Partners
Pennsylvania
$453K -$875 -9 -0.2%
AF
927
Advisornet Financial
Minnesota
$448K -$9.73K -100 -2%
SSWM
928
Sheets Smith Wealth Management
North Carolina
$447K +$409K +4,207 New
NIWA
929
New Insight Wealth Advisors
California
$446K
BT
930
Banque Transatlantique
France
$444K +$408K +4,200 New
KHCM
931
Kirtland Hills Capital Management
Ohio
$443K +$45.8K +471 +13%
EWM
932
Evercore Wealth Management
New York
$441K +$486 +5 +0.1%
NAS
933
NWF Advisory Services
California
$440K +$402K +4,136 New
LWM
934
Laidlaw Wealth Management
New York
$439K +$402K +4,129 New
CWG
935
Cornerstone Wealth Group
North Carolina
$438K +$2.14K +22 +0.5%
FAN
936
Financial Advisors Network
California
$434K +$397K +4,082 New
SWA
937
Sax Wealth Advisors
New Jersey
$433K +$131K +1,348 +49%
SAM
938
Secure Asset Management
Michigan
$433K -$4.96K -51 -1%
GWM
939
Geneos Wealth Management
Colorado
$433K +$30.9K +318 +8%
KMWM
940
Keudell/Morrison Wealth Management
Oregon
$431K -$5.35K -55 -1%
LA
941
LM Advisors
California
$429K -$45.1K -464 -10%
CCA
942
Conservest Capital Advisors
Pennsylvania
$427K -$38.9K -400 -9%
CIA
943
Capital Investment Advisors
Georgia
$426K -$16.9K -174 -4%
MGIA
944
Moneta Group Investment Advisors
Missouri
$425K -$8.27K -85 -2%
TIAM2
945
Tru Independence Asset Management 2
Oregon
$425K
MEAC
946
M.E. Allison & Co
Texas
$425K +$389K +4,000 New
PA
947
PFG Advisors
Arizona
$425K -$26.3K -270 -6%
VW
948
Vance Wealth
California
$425K +$3.89K +40 +1%
CNBOF
949
City National Bank of Florida
Florida
$424K +$388K +3,986 New
FA
950
Fountainhead AM
New Jersey
$422K +$17.7K +182 +5%