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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
476
Sequoia Financial Advisors
Ohio
$62K +$5.19K +87 +9%
SFM
477
Signet Financial Management
New Jersey
$61K
WIM
478
Wittenberg Investment Management
Massachusetts
$61K
LC
479
Lourd Capital
California
$60K -$11.1K -186 -15%
BCP
480
Berkeley Capital Partners
Georgia
$60K
MWM
481
Meridian Wealth Management
Kentucky
$60K
NAM
482
North American Management
Massachusetts
$60K
PMFA
483
Plante Moran Financial Advisors
Michigan
$60K +$1.19K +20 +2%
PCG
484
Private Capital Group
Connecticut
$60K +$8.94K +150 +16%
ASN
485
Advisory Services Network
Georgia
$60K +$9.18K +154 +17%
QI
486
QS Investors
New York
$59K -$834 -14 -1%
CA
487
Centerpoint Advisors
Massachusetts
$59K
HWMG
488
Hurlow Wealth Management Group
Indiana
$59K
ZF
489
Zhang Financial
Michigan
$59K
CWM
490
Cahaba Wealth Management
Georgia
$58K
MCM
491
Maryland Capital Management
Maryland
$58K
TAM
492
Taurus Asset Management
New York
$58K
QSS
493
Quantitative Systematic Strategies
Florida
$58K +$61.2K +1,026 New
APA
494
American Portfolios Advisors
New York
$57.8K +$1.79K +30 +3%
CCM
495
Consolidated Capital Management
California
$57K
NWA
496
New World Advisors
Massachusetts
$57K
SVWA
497
Sound View Wealth Advisors
Georgia
$57K
BO
498
BRR OpCo
Ohio
$57K +$119 +2 +0.2%
Fisher Asset Management
499
Fisher Asset Management
Washington
$57K +$59.6K +1,000 New
WJA
500
Williams Jones & Associates
New York
$57K +$59.6K +1,000 New