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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
976
Dynamic Advisor Solutions
Arizona
$382K +$436K +3,997 New
OCM
977
One Capital Management
California
$381K +$435K +3,995 New
VW
978
Vance Wealth
California
$381K -$109 -1 -0%
FTWA
979
Fifth Third Wealth Advisors
Ohio
$378K +$152K +1,391 +54%
LA
980
LM Advisors
California
$378K -$8.61K -79 -2%
RhumbLine Advisers
981
RhumbLine Advisers
Massachusetts
$376K +$6.65K +61 +2%
BFA
982
Bright Financial Advisors
Michigan
$376K – – –
PTP
983
Platform Technology Partners
New York
$375K -$66.7K -612 -13%
NA
984
Nautilus Advisors
California
$374K -$70.8K -650 -14%
MGIA
985
Moneta Group Investment Advisors
Missouri
$373K -$10.6K -97 -2%
OFG
986
Oxford Financial Group
Indiana
$372K +$6.1K +56 +1%
RRA
987
Round Rock Advisors
Connecticut
$370K – – –
EL
988
EWA LLC
Pennsylvania
$366K +$119K +1,093 +40%
TVM
989
True Vision MN
Minnesota
$366K -$3.16K -29 -0.8%
SFCL
990
Strengthening Families & Communities LLC
Massachusetts
$365K +$113K +1,041 +34%
EFS
991
Essex Financial Services
Connecticut
$364K +$416K +3,815 New
BSG
992
Black Swift Group
Colorado
$363K +$414K +3,800 New
CCC
993
Compass Capital Corp
Massachusetts
$362K +$414K +3,795 New
HFM
994
Harvest Fund Management
China
$362K -$625K -5,735 -60%
WAP
995
Wealthcare Advisory Partners
Pennsylvania
$359K -$54.7K -502 -12%
PVI
996
Pine Valley Investments
New Jersey
$357K – – –
BFA
997
Benedict Financial Advisors
Georgia
$356K -$496K -4,552 -55%
DIA
998
Dana Investment Advisors
Wisconsin
$356K +$406K +3,726 New
OAM
999
Occidental Asset Management
California
$354K +$80.5K +739 +25%
WA
1000
Wealth Architects
California
$353K -$99.5K -913 -20%