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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
401
V Wealth Advisors
Kansas
$95K – – –
MWM
402
MinichMacGregor Wealth Management
New York
$94K +$63 +1 +0.1%
BFS
403
Bard Financial Services
Connecticut
$93K – – –
VI
404
Vestcor Inc
New Brunswick, Canada
$92K -$14K -223 -13%
HW
405
Hancock Whitney
Mississippi
$92K – – –
LDFR
406
Lehman & Derafelo Financial Resources
Pennsylvania
$92K – – –
BMCM
407
Bryn Mawr Capital Management
Pennsylvania
$91K – – –
CTA
408
Colonial Trust Advisors
South Carolina
$90K – – –
AAS
409
Avantax Advisory Services
Texas
$90K +$93.2K +1,482 New
FAIM
410
Financial Advocates Investment Management
Washington
$88K -$301K -4,795 -77%
RC
411
RegentAtlantic Capital
New Jersey
$88K +$126 +2 +0.1%
SQA
412
Simon Quick Advisors
New Jersey
$88K +$629 +10 +0.7%
EIP
413
Ellis Investment Partners
Pennsylvania
$87K +$189 +3 +0.2%
FP
414
Fiduciary Planning
Florida
$87K +$89.6K +1,425 New
FHA
415
Flagship Harbor Advisors
Massachusetts
$85K – – –
SSG
416
Summit Securities Group
New York
$83K -$25.3K -402 -23%
Bessemer Group
417
Bessemer Group
New Jersey
$82K – – –
TPWA
418
TRUE Private Wealth Advisors
Oregon
$82K – – –
USCWA
419
U.S. Capital Wealth Advisors
Texas
$82K +$84.9K +1,350 New
QWM
420
Quaker Wealth Management
New Jersey
$81K +$83.8K +1,334 New
FFG
421
Fortem Financial Group
California
$80K – – –
IA
422
IFG Advisory
Georgia
$80K – – –
BWA
423
BDO Wealth Advisors
Florida
$79K -$16K -255 -16%
DILIC
424
Dai-ichi Life Insurance Company
Japan
$79K – – –
TFS
425
TrustCore Financial Services
Tennessee
$79K – – –