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Name Holding Trade Value Shares
Change
Change in
Stake
DF
601
Donoghue Forlines
Massachusetts
$311K +$331K +2,168 New
SSWM
602
Sheets Smith Wealth Management
North Carolina
$307K -$8.39K -55 -3%
BAM
603
Belpointe Asset Management
Nevada
$296K +$23.8K +156 +8%
GVAG
604
Great Valley Advisor Group
Delaware
$292K -$27.3K -179 -8%
BFG
605
Beacon Financial Group
Texas
$289K -$2.14K -14 -0.7%
DILIC
606
Dai-ichi Life Insurance Company
Japan
$289K -$610K -4,000 -67%
FWM
607
FFT Wealth Management
Pennsylvania
$288K +$1.53K +10 +0.5%
AFC
608
AFT Forsyth & Company
Florida
$288K
IAS
609
Insigneo Advisory Services
Florida
$287K +$305K +1,998 New
SFS
610
Stiles Financial Services
Minnesota
$287K -$32K -210 -10%
HIA
611
Harbor Investment Advisory
Maryland
$286K -$83.2K -545 -21%
GP
612
Greenline Partners
New York
$285K +$303K +1,988 New
EAM
613
Evanson Asset Management
California
$282K -$9.15K -60 -3%
IFG
614
Independent Financial Group
California
$279K -$103K -677 -26%
N
615
Natixis
France
$278K -$1.89M -12,365 -86%
CGH
616
Crossmark Global Holdings
Texas
$275K +$42.4K +278 +17%
KTC
617
Kistler-Tiffany Companies
Pennsylvania
$273K +$182K +1,191 +167%
SWP
618
Stratos Wealth Partners
Ohio
$270K +$74.2K +486 +35%
MCI
619
MRP Capital Investments
Georgia
$266K +$283K +1,855 New
DAS
620
Dynamic Advisor Solutions
Arizona
$266K -$94.3K -618 -25%
PTP
621
Platform Technology Partners
New York
$265K +$23.2K +152 +9%
DT
622
Diversified Trust
Tennessee
$265K +$281K +1,845 New
WIM
623
Westside Investment Management
California
$265K +$253K +1,660 +41%
NL
624
NWAM LLC
Washington
$264K +$32K +210 +13%
Acadian Asset Management
625
Acadian Asset Management
Massachusetts
$262K +$24.3K +159 +10%